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www.trustdeed.com.au provides online service for creating, storing & managing legal documents for Companies and Trust deeds for SMSF, Family, Unit & Fixed Trusts, SMSF related documents click here for more information.

 

LAST CHANCE TO SECURE

AN EARLY BIRD TICKET!

 

 SMSF Technical Seminar 

   SMSF School Spring Seminar -$395 – Early Bird ends on 15th August 2015

  Early Bird Offer $195

 Free Webinars

  We also run free technical webinars on every wednesday at 11 am,  click here to book  

  Dates

   25th Aug - Parramatta Novotel -  4 Seats Left

   27th Aug - Melbourne Stamford Plaza - 10 Seats Left

   3rd Sept – Hilton Sydney CBD - 12 Seats Left

 Topics

  • Advanced Compliance Audit issues of an SMSF
  • Benefits of Lump sum payments and Partial Commutations from a SMSF
  • ECPI New rules and how to maximise your deduction claim
  • Reserve or not to Reserve - that is the question

 

 What you Get?

  • Comprehensive Notes: Notes & presentation slides which are provided will become your essential tools to learn the various topics discussed. They contain practical examples, tables and most relevant tax thresholds.
  • Full day catering including morning & afternoon tea and Lunch will be provided to all attendees.
  • CPD Points: The seminar will provide 7.5 CPD points.

 Sponsorship Package – Price $330

 1. Seminar Above

 Plus

 2. Credit to audit 10 SMSFs on cloud on www.onlinesmsfaudit.com.au worth $165

 Plus

 3. One Pension document from www.trustdeed.com.au worth $165

 Or

 One Actuarial Certificate from www.trustdeed.com.au worth $97.50.

 Plus

 4. One Seat for a quarterly update webinar conducted by Wilkinson Super valued at $120.

 (These free documents must be ordered within 30 days of the seminar date)

 Effectively, you get back a value of $450 or$382.50 depending on your choice. To get these special prices, you must  email agni@trustdeed.com.au but since there are limited seats left, we suggest that you phone our office on 02 9684 4199  and book your seat as early as possible.

 

 Learning Outcome / Benefits of Attending

 

  • You will be able to audit complex SMSF with Confidence
  • Decide when paying a lump sum is advantageous to paying a pension
  • Correctly claim ECPI deduction for a fund
  • Be up to date with all the latest changes in SMSF Space
  • Meet with your peers in the industry and share practice Management ideas

 

 Speakers


 

 Manoj Abichandani SSA, SSAud, CTA

 Manoj is a seasoned speaker at various professional discussion groups. He has worked in the SMSF industry for the past  26 years in various  capacities including as a tax agent, accountant and SMSF Auditor. He is probably one of  the most  experienced advisers in this field.

 

 Mark Wilkinson CA SSA

 Mark Wilkinson, one of Australia's  most sought after presenters, will present the remaining three webinars for this  year.  Mark has had over 25 years' experience consulting in and presenting on  SMSF  matters. He has in the last 18 months  presented for Chartered  Accountants Australia and New Zealand, the Television  Education Network, the  SMSF Association  and the Tax Institute.

  Mark's obvious expertise means he will cover strategies that will have wide application to your client base and he will  outline  these strategies in a manner that is easy to understand and apply
 

 
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