Upcoming Webinar

SMSF Tax Planning

Wednesday, 5 May 2021

 11:30am - 1:00pm AEST 

Join us for one of our biggest webinars each year to look at the tax planning opportunities for your SMSF clients in the lead up to 30 June 2021!

In this webinar, Aaron Dunn will be exploring a range of tips, traps, strategies and opportunities with your SMSF clients, including:

  • Contributions - considerations with the timing of contributions, strategies in the lead-up to 30 June and some important traps to be aware of in making contributions.
  • Income streams - we'll look at important decisions in the management of benefit payments, decisions regarding tax exemption optimisation and various other considerations in the management of SMSF pensions.
  • Investment Rules - consider a broad number of issues within the investment restrictions, including various COVID-19 considerations that are still playing a role with many SMSF clients for the 2020-21 financial year.


Your choice of Smarter ways you can register for the webinar


Live Webinar

$132

+ GST


Attend the live webinar with

Webinar checklist, and

Q&A podcast


Webinar Recording

$132

+ GST


Webinar recording (see FAQs)

Webinar checklist, and

Q&A podcast


Become a Member

$70 p.m / $700 p.a.

+ GST


Accredited CPD, SMSF training and regular SMSF webinars


BONUS:

SMSF Tax Planning checklist



Be smarter than your average...

All attendees will receive a copy of Smarter SMSF's 2021 SMSF Tax Planning checklist, which contains over 20 pages of tips, traps, ideas and strategies that you can employ with your SMSF clients in the lead up to 30 June 2021.

This checklist is ordinarily valued at $199, but is included as part of your webinar registration.



Hear from those who made the smart decision

Alan Spicer, Growthwise SMSF



"I really enjoy listening to the very relevant and always informative webinars from Smarter SMSF, for example the recent webinar on ageing clients for SMSF’s. Love having this technical resource available as we find it very helpful. Aaron really knows his stuff."

John Halys, Halys & Sells Accountants



"There is great use of practical examples and is presented in a easily understood manner - being interstate the training provides great value for money - keep up the great work!"



About Your Presenter

Aaron Dunn

Aaron is recognised as an industry leader within the SMSF sector. He is CEO & Co-Founder of Smarter SMSF that provides accredited training and documents to help accountants and advisers succeed in the business of SMSF.  

Aaron is a highly regarded presenter and a regular contributor to topical issues within the SMSF industry. Aaron is the creator of the Future of SMSF Report, and is regularly involved shaping technical issues across the sector.


Frequently Asked Questions (FAQs)

What will be covered in the webinar?

This session will look at what a number of strategies and considerations to consider with your SMSF clients in the lead up to 30 June 2021.

What will you learn?

Attendees will gain a strong understanding of the various issues and opportunities across contribution rules, pensions, investment restrictions and much more. The session will also overlay some important COVID considerations on these topics as well.

Who is the webinar relevant for?

This session is relevant for both licensed and unlicensed accountants, financial planners, and other professionals working with self-managed super funds.

How can I pay for the webinar?

You can pay for the live webinar or recording using Visa, Mastercard, American Express or Paypal. 

If I buy the recording, when do I get access?

Access to the webinar recording will be made available within 1 business day after the webinar has been conducted. You will be provided with access to watch the cloud recording of the session for a period of two weeks.  Access to the presentation slides and any related material will be forwarded to you by email.



What CPD points will be issued?

This session will be issued with CPD hours for:

  • the SMSF Association
  • FASEA
  • Tax Practitioner’s Board (TPB); and
  • The major accounting bodies (CPA, CAANZ and IPA).

What happens after I register and pay?

You will receive a confirmation email from Smarter SMSF confirming your confirmation of your order, along with a tax invoice.  A reminder will be automatically sent 1 day and 1 hour prior to the session (subject to the timing of your registration).  All details about logging in will be included in these emails.

What level of expertise is this webinar targeted at?

This session is targeted at individuals who are proficient in SMSFs - they have an intermediate to strong knowledge of the superannuation and income tax laws.

What if I register for the live webinar, but can't attend or miss it?

You should contact us at [email protected] to advise of the change, where we can look to making alternate arrangements for you .



1300 95 94 76 | [email protected] | smartersmsf.com