SMSF Compliance Day Online

The latest regulatory updates, compliance strategies, and best practices to equip you for the 2023-24 SMSF Annual Return tax season. 3 & 4 September 2024.

This webinar has completed.

SMSF Compliance Day 2024 will delve into the latest regulatory updates, compliance strategies, and best practices to equip you for the 2023-24 SMSF Annual Return tax season.

We will take stock of changes for SMSFs that apply to the 2023-24 financial year, review the NALI rules and their application, identify key considerations to ensure you maximise ECPI for clients, and discuss the ATO’s compliance risk areas of concern. We will end the day with a practical case study session examining real scenarios which have come across our desk.

Don’t miss this opportunity to enhance your knowledge. Join us to gain valuable insights, network with peers, and stay ahead of the curve in navigating the complexities of SMSF compliance.

Date & Details

Tuesday, 3 September 2024
Wednesday, 4 September 2024

Time
10:00am - 1:30pm AEST
9:30am SA & NT
8:00am WA

SMSF Association accredited for 6 CPD hours

2.0 Technical competence
1.75 Regulatory compliance and consumer protection
2.25 Tax (financial) advice

This event is presented by our partners at Accurium.

What we cover

Upon completion of this event, you will be able to:

Explain the changes to the 2023-34 SMSF annual return.
Identify SMSFs with NALI risk and the options available to resolve issues
Understand the approaches available for claiming ECPI and implement strategies to ensure the maximum ECPI claim is made by a fund.
Identify the areas of compliance focus by the ATO for the 2023-24 annual return.
Identify the common errors made with respect to in-house assets, providing financial assistance to members and illegal early access, and explain how they can be addressed to minimise adverse consequences.
Examine real world client scenarios to identify and minimise compliance issues.

Natalie Scott

Superannuation Adviser, Knowledge Shop

Natalie has spent well over a decade immersed in the intricacies of how SMSFs operate, navigating an increasingly complex legislative and regulatory environment, and managing the issues that arise servicing client needs (and wants!).

She has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. At Knowledge Shop, Natalie is an advisers’ adviser, helping the profession clarify the practical requirements and opportunities of SMSFs. She brings this knowledge to her presentations and explores the issues in a very practical way – knowledge that is immediately transferable in practice.

Natalie is a Chartered Accountant and a specialist member of the SMSF Association.

Jason Hurst

Technical Superannuation Adviser

Jason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Advice Association Australia (FAAA) as a subject matter expert for the CFP Capstone certification and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle, is a SMSF Specialist Advisor, and holds the Certified Financial Planner (CFP) designation.

Mark Ellem

Head of Education, Accurium

Mark is a popular, experienced and highly sought after presenter who is passionate about educating accountants and SMSF practitioners about SMSFs and strategies to make SMSFs a successful part of their business.

He has extensive experience in Self-Managed Superannuation Funds (SMSFs), Pension Funds, Income Tax and Financial Advisory. He is a Fellow of the CPA, IPA and SMSF Association, and received the 2018 SMSF Association CEO award in February 2019 for his contribution to the association and was in the inaugural group of association members to advance to the status of Fellow in February 2020.

Mark has spent over 30 years in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

Anthony Cullen

Senior SMSF Educator, Accurium

Anthony is a new member of the Accurium education team and comes to us with nearly 25 years of experience in the accounting and SMSF industry.

He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business.

Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.

Matthew Richardson

SMSF Manager, Accurium

Matthew is the SMSF Manager at Accurium and has extensive knowledge in superannuation and self-managed superannuation funds. He is a qualified CPA and SMSF specialist adviser. He has worked at Accurium for over 10 years, providing actuarial certificates and technical assistance to Accurium’s large client base of accountants and SMSF practitioners.

Matthew plays a key role in Accurium Education, where he contributes extensively by writing technical articles, presenting webinars, and providing training for both clients and staff.