Whether it is catching up on the latest changes to the SMSF environment, or refreshing your memory on those issues that only arise every so often we’ve got your SMSF professional development needs covered.

All event attendees will not only hear from one of Australia’s most pragmatic SMSF presenters they will also receive a copy of the presentation slides, access to a recording of the presentation plus access to any fact sheets and technical guides prepared in conjunction with the presentation. Of course no event would be complete without the ever valuable professional development hour/points.

Register your details on this form to receive notifications of upcoming events and our latest technical bulletins

Upcoming Events:

Investment Strategies destroy the red tape reduction strategy

23 February 2021 (12:30 PM – 1:30 PM AEST)

This webinar will identify all the key considerations of an investment strategy incorporating the expected and unexpected lifecycle events that may occur during the life of a fund.  With one eye always on liquidity the session will also delve into the legislative requirements that all funds must contemplate from establishment through to benefit payment stage so that no fund can operate under misguided compliance advice.

What asset segregation means to an SMSF

23 March 2021 (12:30 PM – 1:30 PM AEST)

This webinar will consider when an SMSF can and most definitely cannot segregate for tax purposes, providing an oversight of disregarded small fund assets and the timing of when segregation can commence.  It will also venture in to segregating assets based on member specific investment strategies, pension v accumulation interests and for estate planning purposes.

Past Events:

Alternate Trustees & event based trusteeship

19 January 2021 (12:30 PM – 1:30 PM AEST)

This webinar will identify the circumstances where another person/s can take on the responsibility as trustee of an SMSF despite not being a member of the fund or indeed if they are already a member of the fund.  These lifecycle events will impact all SMSFs so it’s important to understand all the considerations.

SMSF expenses – just an arm’s length away

15 December 2020 (12:30 PM – 1:30 PM AEST)

This webinar will contemplate how the introduction of non-arm’s length expense provisions will have a lasting effect on how SMSF trustee transact.  Throughout we will discuss the interaction between fund expenses, trustee remuneration and non-cash contributions and how each or all can contribute to a fund paying the top marginal tax rate on its income.

Traversing the contribution landscape

24 November 2020 (12:30 PM – 1:30 PM AEST)

This webinar will consider the interaction between a members age, their superannuation balance, their work status and the various non-standard ways a contribution can be made to a superannuation fund, as well as dealing with rogue contributions.

The Contribution conundrum – navigating potential future indexation traps

13 October 2020 (12:30 PM – 1:30 PM AEST)

This webinar will consider how and when various caps are indexed and will look at the strategic considerations of contributing now or in the future.

COVID-19 6 months on – Reflect and Reset

22 September 2020 (12:30 PM – 1:30 PM AEST)

This webinar will consider the second tranche of early release and what a three month extension means for clients.  Further we will discuss the short and long term impact of rent relief, LRBA relief, minimum pension relief and contemplate what the remainder of 2020/21 might look like.

Prospective Pension Payment Planning

25 August 2020 (12:30 PM – 1:30 PM AEST)

This webinar will take a prospective look at drawing benefits above the minimum pension, taking a keen interest in multiple pension interests, pension and accumulation interests, single pension accounts and the impact decisions will have on personal tax, fund tax, transfer balance caps and estate planning.

Accredited CPD Education

SuperGuardian’s education activities are assessed against the SMSF Association’s professional education standards.  Being recognised as an SMSF Association Accredited Educator enables us to work closely with the Association in lifting the standards of professional SMSF advice and services through quality SMSF education.

Tim Miller

Education Manager

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, which has also been adopted as part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.