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Below are recordings of our free webinars


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

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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With prices this competitive and quality legal’s trustdeed.com.au have set the benchmark to other legal document providers. This is a truly advanced document delivery website, faxing my order forms and waiting for them is a thing of the past.

Gerard Wilkes
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Gerard Wilkes & Associates

With bulk discount pricing for 10 or more SMSF updates and the simple data entry of an excel spreadsheet we had all our clients SMSF updated to current legislation and delivered in 1 day. A quick efficient no fuss no hassle simple solution to updating our clients SMSF.

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Propriety Company

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Div 7A Loan Agreement

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SMSF Trust Deed

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SMSF Borrowing - Property Conveyancing

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Actuarial Certificate

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SMSF Related Documents

Commence Account Based Pension

Convert Existing AP to Account Based Pension

Lost SMSF Deed - Deed of confirmation

Add a member(s) to your SMSF

Delete member(s) from your SMSF

Change Trustee from Individual To Corporate

Change Trustee from Corporate To Individual

Change one Corporate Trustee To another

Declaration of Trust - SMSF

Acknowledgement of Trust

Loan Agreement - SMSF Lending

Binding Death Nomination

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