Live Webinar: The Effect of the Super Reforms on SMSF Accounting

 

Date: Wednesday 23rd August 2017 – Online:
Vic, NSW, Qld, ACT, Tas: 11am to 1pm 
SA & NT:  10:30am to 12:30pm 
WA: 9am to 11am

 ABOUT THE WEBINAR
About the webinar

What effect does the new Super Reforms have on accounting processes for SMSFs? In this two-hour webinar, we will review the major super reforms that apply from 1 July 2017 and how these reforms interact with the preparation of annual financial statements for SMSFs. This webinar is designed to focus on SMSF accounting issues to assist SMSF auditors satisfy their PD requirements in the area of SMSF accounting.

The webinar will include worked examples and cover:

  • What must be included in SMSF Financial Statements
  • How is compliance with the $1.6m transfer balance cap to be documented and recorded in the 2016/17 financial statements
  • Which SMSFs are eligible to apply CGT relief and how will this affect the financial statements
  • What are the changes to pension commutations and TRISs from 1 July 2017?
  • How will funds claim exempt current pension income from 2017/18 and can the segregated method still be used?
  • Are old legacy defined benefit pensions being correctly disclosed in SMSF financial statements?

There will be time allocated for attendees to ask their SMSF accounting questions.  We encourage delegates to have their questions ready.  This live webinar is a great opportunity to “ask the expert”.

 PRESENTER
Our presenter

Mark Ellem, Executive Manager, SMSF Technical Services, SuperConcepts, Brisbane

Mark holds the position of Executive Manager, SMSF Technical Services with SuperConcepts, providing technical and compliance support on SMSFs to financial advisors and accountants as well ensuring that SuperConcepts’ leading SMSF administration and compliance platform, SuperMate, is compliant with the latest superannuation and taxation rules.

An accredited SMSF Specialist Advisor with the Self Managed Super Fund Association, he is also a Fellow of CPA Australia and the Institute of Public Accountants (IPA).

Prior to his current role with SuperConcepts, Mark spent considerable time in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

 WHO SHOULD ATTEND?

This webinar is suitable for SMSF auditors throughout Australia. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBQAUG17
 Price:   $253.00 (Inclusive of GST)
© 2017 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.