Our Technical Videos

Below are recordings of our free webinars

How much in retirement is enough and how to quickly, without pain, get there


  • Manoj will share his own strategies which he has used to balloon his own SMSF
  • & how easy the journey has been. Also importantly on when to stop earning passive income
  • This is a must attend event for anyone who wants to retire comfortably

Safeguards to comply with APES 110?


  • Does your Audit report state that you are Independent?
  • Did you apply all the safeguards to comply with APES 110?
  • Are you part of an Audit pool arrangement, unknowingly?

Director ID's - What they are & What Advisors must do from now on


  • A director ID is a unique number given to an existing or intending director
  • A director ID is issued to a person forever.
  • Join Robin Hayes, Kayla Caruso & Manoj Abichandani to learn what you must do next

Know what does it mean to be a Shareholder of the Company (21 min)

FPA CPD 0.5 hours – Generic Knowledge – Approval no. 007660 expiring on 04.11.2016

  • What is a share of the company?
  • When is it compulsory to issue shares to members?
  • Who can be a member?
  • Issue of share certificates
  • How Meeting of Members is conducted.

How to set up a Company in Australia (20 min)

FPA CPD 0.25 hours - Generic Knowledge – Approval no. 007660 expiring on 12.10.2016

  • What is a Company?
  • How to register a company?
  • Information required to register a company
  • Consents required before setting up a company
  • Applicable Operating Rules of the company - Constitution or Replaceable rules

Avoid company name hiccups while setting up a company (20 min)

FPA CPD 0.25 hours - Generic Knowledge – Approval no. 007660 expiring on 12.10.2016

  • What are restrictions relating to company name
  • How to reserve a company name
  • How to register a company with already registered business name

Responsibilities of a Company Director under Corporations Act 2001 (17 min)

FPA CPD 0.25 hours - Generic Knowledge – Approval no. 007660 expiring on 12.10.2016

  • Be aware of dangers of being a non-complying Director of a Company
  • Know in which situation your personal assets can be in jeopardy
  • What does the Corporations Act requires from a company Director
  • Responsibilities of a Director towards stakeholders
  • Tips and Traps to reduce Directors personal liability

How trustees can benefit from LRBA for their SMSF?


  • Learn secrets of wealth creation via borrowing in SMSF How to get in the correct structure
  • How trustees can benefit from Limited Recourse Borrowing Arrangement ?
  • Manoj will disscuss strategies which you can implement in your own fund and advice on

What audit situations require a Contravention report to be lodged?


  • What does "Complying Superannuation fund mean"?
  • What is the meaning of contravention in a SMSF and what is the penalty?
  • What are the requirements of Audit of a SMSF?

SMSF and Property Development


  • Property Development is considered a "Business" - Can SMSF' conduct a "Business" ?
  • Manoj will discuss how SMSF's can get involved either alone or with others, via
  • own funds, LRBA's or via a Trust with others under Div 13.22 C provisions

SMSF & Crypto Currency - Good or Bad ! Don't Care - But how do I audit them?


  • Auditing of investment in Crypto Currency can be complex
  • Manoj in this presentation will detail all the steps involved - incl all compliance issues
  • A Trustee declaration which is an essential part of your working papers will be discussed

Commencing a Pension - How to do it & What a Trustee needs to do to maximize benefits


  • Commencing a Retirement phase pension for a member is a moment where savings are unlocked
  • In this presentation Manoj will List what Trustees and SMSF Administrators MUST do
  • Must attend event for those planning to commence a Pension or audit a fund with Pension

Contributions - How to maximize and audit them


  • With indexation of contributions - advisors should re-visit maximising contributions
  • This end of year planning is an effective tool to reduce over all tax which trustees pay
  • In this webinar, Manoj will discuss all types of contributions which can be made to a SMSF

Investment Strategies after COVID 19 - Are they still important?


  • Many Templated Investment strategies are too broad for Trustees to follow
  • In this Presentation Manoj will discuss why Investment Strategies are important
  • How to write one considering the fund's current investments & all members' situation

Why Set up a SMSF - Is the Sole Purpose of a Fund to reduce tax or save for retirement ?


  • Section 62 defines the Purpose of the fund - but often Trustees have their own agenda
  • What is the sole purpose to set up and operate a SMSF should be clearly documented
  • Manoj will discuss how auditors should check adherence and how to comment on any breaches

Death of a Trustee - What to do when a Trustee of SMSF dies & audit pressure points


  • SMSFs have been popular with older members who have above normal super balances
  • When a member dies - Administrators need to ensure the fund complies with the Law
  • Manoj in this presentation will list what Administrators & Auditors must watch out for

Transfer Balance Cap - What it is and why it is important for Trustees & SMSF Auditors


  • It is important for members to know their TBA before commencing Pensions
  • How Transfer Balance Cap moves when your spouse dies & you start receiving their pensions
  • What Auditors need to know when auditing a fund paying a pension to a member

Q & A on APES 110 Guidelines By Manoj Abichandani, Eric Taylor & Dennis Wright / CPD 1 Hr


  • There is a lot of confusion on how new APES 110 Independence guidelines will affect SMSFs

SMSF audit independence guidance issued by the ATO this week


  • How to eliminate circumstances that are creating Independence threats
  • What safeguards to apply to reduce the threats to an acceptable level
  • Way forward for firms that provide non-assurance services to SMSF audit clients

New APES 110 Independent Requirements


  • Circumstances when you Can & Cannot Audit a fund where Accounts are prepared by your firm
  • What auditors must do to protect to not breach the new Independence requirements
  • What changes you should make in your Accounting firm now to retain the audit work

Repercussions of indexation to Transfer Balance Cap to $1.7M & Contributions Caps


  • Concessional & Non Concessional Contribution indexation & its practical implementation
  • Manoj will discuss how the increase in Transfer Balance Cap will affect your SMSF
  • Some pensions may be able to be increased by $100K and some pensions between NIL to $100K

Part III - How to audit SMSF's whose investments are affected due to COVID - 19

17-04-2020 - 1 CPD Hour

  • Do not sign off any Audits for financial year ended 30/06/2019 before you learn how to fix
  • Engagement & Trustee Representation Letter and Templates will be provided How to complete
  • Working Papers / Management Letter / Qualify Part A of the Audit Report

Part II - Supperannuation Relief measures by announced Treasury due to COVID - 19

14-04-2020 - 1 CPD Hour

  • The Government has passed legislation on ‘Providing Superannuation Relief’ measures
  • Reduced pensions - Early access to $10,000 - Rent relief related parties - in-house assets
  • Hear Manoj our Technical Director as he explains what it means for you in PLAIN ENGLISH

Part I - Understanding the Govt "Cash Flow for Employers" & $1500 Job Keepers measures

06-04-2020 - 1 CPD Hour

  • The Government has passed legislation on ‘Boosting Cash Flow for Employers’ measures
  • These payments will help businesses with their cash flow so they can keep operating
  • Hear Manoj our Technical Director as he explains cash boost incentives IN PLAIN ENGLISH

What SMSF Auditors must ensure is included in Financial Statements due to COVID - 19

25-03-2020 - 1 CPD Hour

  • Auditors are signing off Audit Report without mentioning current situation due to COVID 19
  • What the auditor must do before signing off audits & when to evoke Part A qualifications
  • Manoj Abichandani in this Webinar will show you - Accountants and Trustees obligations

SMSF Auditors "Duty of Care" to Trustees for Loss of Investments (68 mins)


  • Detail case study "Cam & Bear Pty Ltd Vs McGoldrick"
  • How can actions of an auditor cause an investment loss to a SMSF?
  • What Can SMSF Auditors do to protect themselves?

What are Crypto Currencies and how SMSF invests in them (64 mins)


  • What are Crypto Currencies and how SMSF invests in them
  • Market Valuation of Bitcoin and other Crypto currencies
  • Where trustees can go wrong and what Auditors needs to check

10 things you should know about Downsizer Contributions (42 mins)


  • What are the rules of Downsizer Contributions - Audit Issues
  • Who & How much can you contribute
  • Why should you contribute and Who does it suit

What is the Sole Purpose of an SMSF (65:56 mins)


  • Investments Rules to avoid Breach
  • ATO powers to unmask Trusts and Sub-Trusts
  • Auditing tips on some unique investments

Allocation of SMSF Income to members (66:08 mins)


  • Is segregation of assets for pension members allowed? - ECPI issues
  • What is the meaning of "Fair & Reasonable" Allocation
  • SMSF Auditor Duties in checking Allocation of Income to various fund members

My client, an SMSF Member has just died - What do I do now? (61:51 mins)


  • Situations where not to use binding Death Benefit Nominations
  • Death when member is on Pension Age - Transfer Balance Account requirements
  • Trust Deed puzzle: Reversionary Pensions Vs Death Benefit Nominations

Total Superannuation Balance - What is it and how to Measure it (75:45 mins)


  • Personal Contributions to Super
  • Home Loan Vs Concessional Contribution - Secrets Unveiled
  • Super Strategies for Boomers
  • How Generation X should play their cards under new legislation

LRBA - In & Outs of Loan from a Related Party (1:12:02 mins)

  • What is LRBA and a Related Party & Which Related Party should lend to a SMSF
  • Div 7A & Safe Harbour Rules
  • How repayment of Loan can Credit your Balance Transfer Cap Account

Running a pension in an SMSF post 1st July 2017 (1:19:35 mins)

  • Maintaining a Balance Transfer Account
  • Merging Pensions - is it still a good idea
  • Re-Contribution Strategies - are they still alive
  • Two SMSF's - What the Trustees & ATO want

Importance of Valuation of Assets under New legislation (1:36:03 mins)

  • How to Value SMSF Assets
  • Valuation of Assets in context of CGT Relief
  • Why is Total Superannuation Balance important
  • Strategies around valuation of assets

SMSF - Claiming CGT Relief for SMSF Assets (1:30:01 mins)

  • Ins and Out of claiming CGT Relief on fund assets - Only what you need to know
  • How to record an report the CGT Relief
  • Strategies around Claiming CGT Relief
  • Which SMSF's should NOT be making an election

ATO_s New view in calculating exempt current pension income

  • What is the new ATO's view on ECPI and when does it apply from
  • Which SMSF's will be affected
  • How to manage this change and achieve a better result for SMSF's
  • Strategies which you should implement and discuss with your clients

Actuarial Certificate requirements post 1st July 2017 now for only $55 www.ecpi.com.au

FPA CPD 0.5 hours – SMSF– Approval no. 009210 expiring on 22.06.2018

  • New 1.6 million transfer balance cap
  • The CGT cost base relief for the segregated and proportionate method
  • Some case studies on how funds will apply ECPI % going forward together with CGT relief

New contribution provisions post 1st July 2017 (46:17 mins)

FPA CPD 0.75 hours – SMSF – Approval no. 009144 expiring on 25.05.2018

  • New concessional and non-concessional contribution caps
  • New concessional catch-up provisions
  • Total super balance - new limit on non-concessional and some other contributions
  • Transitional non-concessional rules
  • Removal of 10% test
  • Contributions to constitutionally protected funds
  • Fund capped contributions
  • Key issues, actions and strategies pre 30 June 2017

Pensions Strategies post 1 July 2017 (96:36 mins)

FPA CPD 1.5 hours – SMSF – Approval no. 009120 expiring on 25.05.2018

  • New $1.6M transfer balance cap and excess transfer balance penalties
  • CGT cost base relief (segregated and proportionate methods)
  • TRIS issues and removal of tax benefits and Lump sums and minimum pension requirements
  • Internal commutations and key issues, actions and strategies pre 30 June 2017

Part 3 of 3 Part Series :Planning for Death in a SMSF- Issues to consider

FPA CPD 1.25 hours – SMSF – Approval no. 007660

  • Reversionary vs. Non Reversionary Pensions
  • Converting taxable to tax free component
  • Testamentary trusts

Part 2 of 3 Part Series :Planning for Death in a SMSF- Issues to consider

FPA CPD 1 hours – SMSF – Approval no. 007660 expiring on 04.11.2016

  • Death benefit Planning Tools in an SMSF: binding death nominations, auto-reversionary pensions and the Will
  • The importance of the trust deed and what can go wrong
  • Case law to discuss planning loop holes

Part 1 of 3 Part Series :Planning for Death in a SMSF- Issues to consider

FPA CPD 1.0 hours – SMSF – Approval no. 007660 expiring on 04.11.2016

  • What are death benefits and what are its taxable implications?
  • Who can receive death benefits and what forms can it take?
  • Case laws to discuss various dependency and inter-dependency situations?

New era for Accountants in SMSF Space – Post 1st July 2016 (1 hour)

FPA CPD 1.0 hours – SMSF – Approval no. 007660 expiring on 05.08.2017

  • What did the accountants exemption mean?
  • What can an unlicensed accountant do post 1st July?
  • Now you are licensed. What now?
  • How to operate under your own license or as an Authorized Representative of a licensed entity.

Related party borrowing- New rules (48 mins)

FPA CPD 0.75 hours – SMSF – Approval no. 007660 expiring on 05.08.2017

  • Has your SMSF borrowed from a related party?
  • Are you concerned about the new ATO measures announced in PCG 2016/5 ?
  • What steps do you need to ensure that your borrowing is compliant ?

Property Development in an SMSF (30 mins)

FPA CPD 0.5 hours – SMSF– Approval no. 007660 expiring on 24.11.2016

  • Can you run a business in an SMSF?
  • Can I use a related party builder to develop property in an SMSF?
  • What are the tips and traps?

Independence requirements relating to SMSF audit engagement (22 min)

FPA CPD 0.5 hours - SMSF – Approval no. 007660 expiring on 23.10.2016

  • Threats to independence
  • Factors that impact the significance of a threat to independence and the appropriate safeguards
  • Some scenarios involving SMSFs in which independence requirements would be breached

Collectables in your SMSF (29 min)

FPA CPD 0. 5 hours – SMSF – Approval no. 007660 expiring on 12.10.2016

  • Restrictions on collectables
  • Pre- and post- 1 July 2011 assets
  • Defacto barrier

The Nitty Gritty of ECPI deduction (42 min)

FPA CPD 0.75 hours – SMSF – Approval no. 007660 expiring on 12.10.2016

  • What is Exempt Current Pension Income (ECPI) and how is it calculated?
  • What are the common methods used?
  • Some Scenarios when actuarial certificate is required and when it is not required
  • How expense deduction is claimed in an SMSF with ECPI?

Materiality in Planning and Performing an SMSF Audit as per Australian AS 320 (24 min)

FPA CPD 0.5 hours – SMSF – Approval no. 007660 expiring on 12.10.2016

  • Introduction to Materiality in the Context of an Audit
  • Determining Materiality and Performance Materiality When Planning the Audit
  • Use of Benchmarks in Determining Materiality for the Financial Report as a Whole

Can a Self Managed Super Fund conduct a business? Surprisingly YES, But.... (28 min)

FPA CPD 0.5 hours - SMSF – Approval no. 007660 expiring on 12.10.2016

  • SMSFs are not prohibited from carrying on a business
  • Sole Purpose Test & Arms length dealings with Trustees
  • Issues with Investment Strategy of the fund, fund borrowing, acquiring assets from related parties
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