SMSF Masterclass

Upskill in a key area 

SMSF Masterclass is designed to provide practitioners with a high level of expertise in a key area of self-managed super, helping them achieve a competitive edge.


LATEST MASTERCLASS

CGT relief — practically applied

The recent super reforms allow SMSFs to claim CGT relief in certain circumstances. Does it apply to your clients? What are the factors to consider? And what's the process and calculations you need to follow?

With the 2016/17 SMSF annual return season well underway, now is the time to master the detail with some of Australia's most sought-after SMSF experts.

  • Common CGT relief scenarios including practical tips and traps
  • Essential questions to ask your clients and the information needed to guide their CGT relief decisions
  • The calculation of deferred capital gains and the correct application of capital losses
  • The CGT relief election process and associated record keeping obligations
  • The sequencing of actuarial certificates, ECPI calculations and pension commutations necessary to complete the fund’s 2016/17 financial accounts

Ideal for professionals servicing SMSFs including:

  • Accountants
  • Advisers
  • Practice support staff
3.5 hours including morning tea
SMSF Association 3 CPD points 
Institute of Public Accountants 3 CPE hours*
Chartered Accountants Australia & New Zealand  3 CPE points*
Tax Practitioners Board 3 CPE hours* 

 

*You should use your own professional judgement and assess whether our programme provides professionally relevant training and the appropriate number of CPD points or CPE hours. The above allocation assumes professionally relevant training and equates one hour of training with one CPD point or one CPE hour.

Standard

$330 incl. GST

Discount price for clients

$220 incl. GST

When registering enter the promotional code. To obtain the code refer to your invitation or phone 1300 023 170.

Select an option. If you can't attend in-person select 'webinar' (dial-in live or automatically receive a recording)

Perth21 Feb 2018Register
Sydney27 Feb 2018Register
Brisbane28 Feb 2018Register
Adelaide01 Mar 2018Register
Melbourne01 Mar 2018Register
Webinar27 Feb 2018Register