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SMSF SUMMER SCHOOL

 

Venue & Cost

Parramatta Novotel Hotel - 5th November - $195

Melbourne Stamford Little Collins St. - 10th November - $220

Sydney CBD Hilton - 17th November - $330  

Timings 09:00 am to 05:00 pm

 

Topics

 

  • How to obtain an Accountants Limited Licence Authority at Zero marginal cost
  • Property Investments – Rules today and going forward
  • Threats to SMSF Auditor Independence & appropriate safeguards
  • Changes in SMSF Space in Year 2015

 

Proposed Agenda

8.30 am: Registration

8.30 am to 9.00 am :  Welcome Tea & Coffee and Networking

9.00 am to 10.30 am:  How to obtain an Accountants Limited Licence Authority at Zero marginal cost

- Manoj Abichandani

Rules on what accountants can advise SMSF trustees are changing from 1st July 2016. There will be a limit on what accountants can do from this date as SMSF will be considered as a financial product under the removal of certain exemptions. To be compliant, you must be RG146 qualified by completing relevant studies AND be licensed under ASIC’s financial services licensing framework. If you wish to continue to work in the SMSF space, you need to act now.

In this power packed presentation, Manoj will tell you what you can and cannot do when these exemptions are removed, what courses you need to do and how you can apply for a licence and describe the most favoured option “Join a dealer group” where accountants will be able to continue to advice as before, without any further costs.

10.30 to 11.00:  Morning Tea and Coffee and Networking

11.00 AM to 12.30 PM:  Property Investments – Rules today and going forward

-  Mark Wilkinson 

There are many ways in which a self-managed superannuation fund can structure a property investment. This session will consider the structures that can be used and the rules that must be complied with to get the most out of a superannuation fund property investment.

This complete overview will examine:

  • Whether a  fund can run a business
  • The types of investment structures available
  • The SIS factors that need to be examined
  • The difference between an partnership and a joint venture
  • The benefits of holding a property in a trust or a partnership.

 

12.30 pm to 1.30 pm:  Fully Catered Lunch & Networking

1.30 PM To 3.00 PM:  Threats to SMSF Auditor Independence & appropriate safeguards

– Manoj Abichandani

APS 110 directs all professional body members on how to maintain independence while auditing an SMSF. However an SMSF auditor also needs to seek guidance from Australian auditing standard ASA 220, SISA 128F and SISR 9A.06.

Manoj will discuss Self-Interest, Self review, Advocacy, Familiarity and intimidation threats to independence in an interactive way where SMSF Auditors understand their role as gatekeepers for the regulators and protect trustees from penalties.

3.00 PM To 3.30 pm:   Afternoon Tea & Coffee and Networking

3.30 pm 5.00 pm:  Changes in SMSF Space in Year 2015

- Mark Wilkinson

Mark will provide a full run down of changes in legislation in the year 2015 and bring you up to speed with the new law and what type of conversation you should be having with your clients and what are the new opportunities these new changes have opened up for your clients. 

 

Benefits/learning outcomes

Upon Completion of this session, attendees will be able to

  1. Act upon when the limited licence authority and accountants exemption end
  2. Allow you to put into place the right solution for your practice and clients you serve post 1st July 2016
  3. Completely understand your options when it comes to structuring a property investment through a superannuation fund.
  4. Audit a superannuation fund with complete independence and deny engagements where independence is compromised
  5. Be up to date with all the changes in SMSF legislation in the year 2015

 

Delegates will also receive credit to audit 10 SMSF on cloud worth $165 from www.onlinesmsfaudit.com.au

Or

One SMSF Trust Deed worth $125 from www.trustdeed.com.au

Or

One Bare Trust deed (external lender) worth $165 from www.trustdeed.com.au

And

A Webinar session with Mark Wilkinson in 2016 worth $120  

=Total Value $285 PLUS CPD hours

 

Recommended For

This event is suitable to all accountants and advisers who work in SMSF space, and ASIC approved auditors who want to maintain their current licence with ASIC.

 

CPD Hours

This event will provide 4.5 CPD hours Plus 1.5 CPD for “SMSF Audit” under self-assessment covered under RG 243.88 - 90 requirements. 

 

Attendee Requirements

CANCELLATIONS OR TRANSFERS

If you need to cancel a seminar, you must inform us. However, a substitute participant will be accepted anytime.

Cancellations

More than seven full working days before the seminar:

  • 100% Refund

Within seven working days of the seminar:

  • No refunds will be available for cancellation, although credit to audit 10 SMSF on cloud worth $165 or SMSF trust deed from www.trustdeed.com.au worth $125 will be provided and attendance to Mark Wilkinson SMSF Update Webinar.

 

We reserve the right to cancel our seminars if the minimum numbers of participants are not registered.  If the seminar is cancelled, a full refund will be issued.  The registrant will be contacted by email no later than 1 week upon seminar cancellation.

 

Speakers 

Mr. Mark Wilkinson CA

Mark Wilkinson is a Chartered Accountant SMSF Specialist and is a leading self-managed superannuation fund (SMSF) experts. He provides strategic advice and training to accountants, financial planners and solicitors.

Mark’s experience covers the full gambit of the superannuation industry, including:

  • 15 years experience as a Partner with PKF Chartered Accountants and Deloitte Private.
  • The provision of SMSF  support to professional advisers who are members of his Technical Support Service.

 

Manoj Abichandani SSA SSAud CTA 

 

Manoj has worked in SMSF industry for the past two decades in various capacities including as a tax agent, accountant and SMSF Auditor. He currently works as SMSF Technical Director at www.trustdeed.com.au where he develops new SMSF strategies and advises advisors on complex SMSF matters.

 

 

 

 


 

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