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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

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

08-08-2018

  • 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)

01-08-2018

  • 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)

25-07-2018

  • 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)

13-03-2018

  • 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)

06-03-2018

  • 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)

20/02/2018

  • 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)

06-02-2018

  • 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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Simon’s Bookkeeping

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