Seminar 6th June 2019 PARKROYAL Sydney  -   9 Seats Left - 6 CPD Hrs

08.30 AM   Registration

09.00 AM    SMSF's and Death Benefits - By Peter Bobbin | Principal at Argyle Lawyers

10.00 AM    Contributions to SMSF - Betty Wu | Superannuation Manager | BDO 

11.00 AM    Morning Tea

11.30 AM    How to complete an Audit in half the time - Manoj Abichandani | SMSF Technical Director | Deed Dot Com

01.00 PM    Lunch

02.00 PM   Machine SMSF Financial Audit - Manoj Abichandani

03.45 PM   Seminar Close and Afternoon Tea

Cost: $165 (Includes 6 CPD Hours and 10 Free audits on onlinesmsfaudit.com.au only for new users - Value $187)  

Peter Bobbin

Peter is Managing Principal at Argyle Lawyers he is a qualified lawyer with Masters in Taxation.

For nearly 30 years Peter has earned respect for his fine planning and strategy skills in the areas of superannuation, taxation, estate and business succession planning, commercial structuring, regulatory compliance, and general commercial issues.

Whatever Peter undertakes, his focus is foremost on the outcome, not the process. As a former university lecturer, frequent commentator on the law and former accountant, Peter can’t help but bring a practical and insightful approach to law. For this reason he counts as clients the financial services arms of every major financial institution in Australia, public companies, and associations. Peter advises both individuals and businesses, working with many corporate and high net wealth clients as well as accountants, financial advisers, and other lawyers.

Through his wide network Peter is also active in lobbying government to support a good cause or achieve better outcomes in the law. He’s successfully had laws amended. 

He’s also a keen cyclist and has taken part in the Future2 Wheel Classic, riding each year.

Betty Wu

Betty is a qualified Chartered Accountant with 10 year experience within medium to mid-tiered sized chartered environment. She has completed her Diploma of Financial Planning (RG 146 compliant) in 2016 and is an authorised representative of a limited Australian Financial Services (AFS) licensee.

As a manager at BDO Sydney, Betty specialises in SMSF accounting, tax and compliance, and she is qualified to provide personal advice to SMSF members and trustees.    

Let us show you...

How to reduce SMSF Audit time in half!

Do more with less ...

Download Seminar Brochure

Topics

Technical Session: Audit of Funds with Pension members above Transfer Balance Cap Amount; Actuarial Certificate and Strategies: SMSF audit under the new regime of Contributions / Total Superannuation Balance

Audit Tool: Do more with less time using an Online Audit Program

Proposed Agenda - Other than Sydney 

08.30 AM: Registration - Arrival Tea and Coffee

09.00 AM: Technical Session by Superannuation Experts

11.00 AM: Tea/Coffee Break

11:30 AM: Introduction to Audit Online on SMSF Audit Software and Website integration

01:00 PM: Lunch and Group Discussion on Audit of funds with LRBA - Loan from related party - how repayment of Loan will be considered

02.00 PM: How to complete an audit in half the time by using online SMSF audit

04.30 PM: Seminar Closed

Introduction/Overview

SMSF Auditors spend too much time in financial audit and completing manual audit working papers, our online software does most of this work automatically & saves half your time as compared to traditional auditing methods.

It checks closing share prices, dividends received from ASX and all mundane tasks of signing, scanning & mailing of audit report, Mgt. letter, engagement letter, Invoice & contravention reports etc. are automated with one click of a mouse.

Embrace an efficient framework for high quality audits and conduct audits on a flawless workflow Management system. Achieve peace of mind & confidence of knowing that you are using a completely up-to-date online checklist and cloud process to deliver a robust, hassle free top quality SMSF audit. Improve communication with accountants & trustees.

Manage 20 or 2000 audits by streamlining workflow from our smart Audit Manager & establish seamless communication between all parties. Our online SMSF audit system is the only tool which can deliver reliability, speed and volume and ultimately profits for your business at a fraction of the cost.

Download Features Booklet

Benefits/learning outcomes

Audit from anywhere, anytime from any device on your own website or by integrating with ours. Increase audit effectiveness, add value, reduce audit risk, drive SMSF compliance, revolutionise your business. Included in the fee is an account to audit 10 SMSF on the online platform worth $187 and Lunch. Those auditors who are already using the online software will benefit by learning new shortcuts and other advanced features of the online software. 

Recommended For

All SMSF ASIC approved auditors.

CPD Hours

2 Hours CPD in Superannuation and 4 Hours CPD on auditing SMSF's Total 6 CPD hours under self assessment method under RG 243.88 - 90 and SISA 128Q and SISR 9.04

RG 243.89 You will need to complete 120 hours of CPD over each three-year period, which must include 30 hours of development on superannuation and at least 8 hours of development on auditing SMSFs.

SISR 9A.04 (3) (b) be development that could reasonably be expected to enhance an approved SMSF auditor's technical skills or professional service delivery.

Attendee Requirements

Attendees may bring their own Laptops / Ipads for a better understanding - although some attendees may get more from the workshop by looking at the facilitators screen

Speaker

Mr Manoj Abichandani

Manoj has worked in SMSF since 1988 and is SMSF Specialist (UNSW). He was providing high level advisory services to over 600 funds in his own 3 partner CPA tax practice for 19 years and has written this online software. He currently works as SMSF Technical Support Team Leader at www.trustdeed.com.au

He has hands on knowledge on what happens in a tax practice on high level of SMSF practical issues.