SMSF Day 2022 - On Demand


SMSF Day 2022 saw an excellent line up of industry professionals discussing the ever-changing SMSF and financial planning landscape. If you missed the live event, this is your chance to catch up on all the content. Gain the knowledge you need to stay ahead of the rapidly changing SMSF landscape.

Recorded sessions:

Introduction to SMSFs and cryptocurrency

  • Understand the basics of digital assets – cryptocurrency and non-fungible tokens.


Digital assets – all the rage but maybe a house of pain

  • Examine how SMSF’s can acquire digital assets.
  • Identify the issues with valuations and proof of ownership.
  • Analyse the usefulness of digital assets when members are in retirement phase.
  • Consider the practical issues for accountants and auditors with SMSF clients holding digital assets.

 

Legs, Regs & Advocacy update

  • Understand the latest updates regarding legislation and regulations in the superannuation system.

 

Contribution strategies for the new financial year – 1st July 2022 onwards

  • Identify any changes to the contribution limits or rules post-budget
  • Examine the current contribution limits and age limits and compare to the 1st of July 2022 amounts
  • Analyse the strategies with regards to the work test and non-concessional contributions
  • Understand how the downsizer contribution can be used in conjunction with other tests and caps.

 

Working with pensions under the new & existing regulations

  • Analyse the changes to ECPI
  • Consider the interaction of new and existing regulations and pension planning
  • Identify the practical accounting and audit issues with regards to pensions.

 

Bringing it all together - SMSF Case Study

  • Identify the issues in the Elon Musk SMSF as they relate to Digital Assets, Contributions, Pensions and the all-important exit plan.

 

Up to 7 hours of CPD
 

The expected CPD hours to be allocated to this recorded webinar  

CA ANZ: Up to 7 verifiable CPD hours

Legislated CPD (formally FASEA): Up to 7 CPD hours (Technical Competence) + 1.5 (Regulatory compliance and consumer protection)

ASIC: Up to 7 CPD hours (Superannuation)

Tax Practitioners Board: Up to 7 CPD hours


EVENT DETAILS


Topic: Financial Advisory and Superannuation

Sub-Topic: Self-Managed Superannuation Funds

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 7 hours