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FREE WEBINAR : Generational Retirement Planning

By Scott Hay-Bartlem | Partner | Cooper Grace Ward Lawyers



In his presentation Scott will look at 

- Do you have the current trust deed? and Are you dealing with the correct trustee?

- What happens when deed variations and changes of trustee don’t work?

- Key trust deed provisions which SMSF Auditors must look out for





DATE  10/12/2019


TIME    2:00 PM to 3:00 PM   Sydney Time Zone, NSW


COST  Free for members of SMSFAAA


HOW TO BOOK  Log in to your Online members area and book



Benefits of being a member of

SMSF Auditors Association of Australia


20 CPD hours in SMSF per year


Learn from SMSF Experts – All Webinars are recorded and watched at any time



Technical Questions answered by our Focus Members





SMSF Auditors Association of Australia Ltd

Members can attend 20 Free Webinars in a Year 

Each Webinar = 1 CPD hour for Audit & FESEA Allocation "Technical Competence"


Schedule for 2020 Calendar Year


1) 4th Feb - Dealing with Unlisted Investments in SMSF  - By Christine Brown | SMSF Specialst | Nexia Australia

2) 18th Feb - Auditing the Auditors - What SMSF Auditor can expect during an ATO Audit - By Kellie Grant | ATO Director | SMSF Approved Auditors Portfolio

3) 3rd March - Audit of SMSF's paying various types of pensions to members - By Rohan Mansfield | Principal Adviser | LDB Financial Group 

4) 17th March  - Why Investment Strategies will bankrup SMSF Auditors By Grant Abbott | Lawyer | I love Super 

5) 31st March -Australian Superannation Funds - Do I have a Complying SMSF? - By Clinton Jackson | Partner |  Cooper Grace Ward

6) 6th April -  To Be Advised  - By Julie Steed | Sr Technical Manager | Australian Executor Trustees

7) 5th May - SMSF Considerations in the Event of a Divorce - By Peter Bobbin - Managing Principal | Argyle Lawyers

8) 19th May - BDBN Vs Reversionary Pensions as a strategy By Deanne Firth | Principal | Tactical Super 

9) 2nd June - Auditing Property Development in an SMSF - By Bryce Figot | Special Counsel DBA Lawyers

10) 14th July -  Superannuation and Estate Planning with SMSF Perspective - By Mathew Burgess | Lawyer | View Legal

11) 28th July -Audit Issues for  the 2020 Financial Year - Everything you need to know By Lyn Formica | Head SMSF Technical Services | Heffron SMSF Solutions

12) 11th Aug  -LRBA - Commercial Vs Residential Property By Manoj Abichandani | Technical Director

13) 25th Aug- To Be Advised - By Scott Hay-Bartlem | Partner | Cooper Grace Ward Lawyers

14) 1st Sept - To Be Advised - By Julie Dolan | SMSF Director | KPMG

15) 15th Sept - Business Real Property, the SMSF and the Auditor By Naomi Kewley | Partner | Peak Super Audits

16) 6th OctTo Be Advised  By Jemma Sanderson | Head of SMSF and Succession |Cooper Partners

17) 20th Oct - To Be Advised - By Colin Lewis | Head of Technical Services | Fitzpatricks Private Wealth

18) 3rd Nov - To Be Advised By To Be Advised

19) 17th Nov  - To Be Advised By To Be Advised

20) 1st Dec  - To Be Advised By To Be Advised


Membership Fees for 2019 - 20

Membership to SMSF Auditors Association of Australia is only open to ASIC approved SMSF Auditors.  

Current financial membership of the Association is 419.

How to pay your Membership Fees: Visit and log in - the system will take you to the payment area.


From 1st July 2019 - 30th June 2020 financial year $240 + GST per year (Fees are charged from month of joining to 30th June each year) 

The benefits of being a member of the association are :

1) Real time Online Chat with focus members (more experienced) on complex audit issues. The chat button is appears after you log in to the website. If there are no focus members online, your question is emailed to them for their   attention;

2) Attend 20 free webinars per year presented by various SMSF industry experts. For attending each webinar you should be able to claim 1 CPD hour in SMSF Audit. To book for any session, simply log in and go to webinar page;

3) Express opinion online, on various submissions which the association makes to the ATO, ASIC and Treasury; and

4) As an Association, we are here to help & support our members in case they feel threatened by any unreasonable ASIC disqualification or ATO exerting un-due pressure on the good work which most of our members do.


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