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SMSF Technical Seminar 

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

Early Bird Offer $195 

Dates

25th Aug - Parramatta Novotel - 6 Seats Left

27th Aug - Melbourne Stamford Plaza - 11 Seats Left

3rd Sept – Hilton Sydney CBD - 14 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 is a Chartered Accountant SMSF Specialist and is recognised as one of Australia’s leading self-managed superannuation fund (SMSF) experts. He provides strategic retirement advice and administration services to SMSF trustees and advisers (accountants, financial planners and solicitors)

 

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