SMSF Masterclass

Upskill in a key area 

Our half-day masterclass is designed to provide practitioners with a high level of expertise in a key area of self-managed super.

 VIEW SESSION TIMES

 

LATEST MASTERCLASS

Minimise tax with SMSF pensions

The income an SMSF earns from its assets to pay pensions is exempt from income tax – termed ‘exempt current pension income’ (ECPI). New ATO protocols for claiming ECPI take effect in FY 2017/18, with some significant differences to prior years.

Are you aware of which claim-method to now use and how it works? Will you need to obtain an actuarial certificate – and if so what additional supporting information must now be supplied?

Claiming ECPI has been traditionally seen as the domain of accountants. However, financial planners now need an understanding to be able to advise on asset sales and ECPI ramifications.

  • Learn the technical aspects of the ATO’s new ECPI approach and how it will affect the administration and compliance of SMSFs
  • Learn how pension and investment strategies are impacted and why there’s the need for forward planning, and not just retrospective accounting
  • Work through case studies that highlight the difference with new ECPI approach

Ideal for any professional servicing self-managed super funds, including:

  • Advisers
  • Accountants
  • Practice support staff
SMSF Association CPD points will be available
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 price

$330 incl. GST

Client discount — 33% off

  • Clients receive 33% off, reducing the cost to $220 incl. GST
  • When registering online enter the relevant promo code
  • Don't know the promo code? Refer to your invitation or phone 1300 023 170

Select a session

Brisbane17 Sep > 9am - 12:30pmREGISTER
Adelaide18 Sep > 9am - 12:30pmREGISTER
Sydney25 Sep > 9am - 12:30pmREGISTER
Perth26 Sep > 9am - 12:30pmREGISTER

Can't attend in-person?

View online — two options:

  • Join an interactive live stream on 25 September at 9:00 AM AEST (an email will be sent to you providing instructions).
  • Wait until the live stream is finished and view a recording (post the live stream an email will be sent to you with a link to the recording). Email us once you've viewed the recording and we will send you a certificate.

REGISTER


Meet our experts

With significant experience spanning government and industry our Technical Services and Education team are recognised as some of Australia's leading SMSF experts.

The team is led by former National Technical Director for the SMSF Association, Peter Burgess (pictured).

Peter Burgess SuperConcepts SMSF expert

Meet the rest of the team