Weekly SMSF Video Series for Accountants and Financial Advisers

Learn how to tackle tricky enquiries and help your clients.

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Our weekly technical videos are created for accountants to assist their clients with self-managed super matters.

The information we share here is NOT available to the general public.

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Advisers Digest #56

In this video:

[Commuting A Complying Pension To A Market Linked Pension] 

In this week's episode, Peter discusses commuting a complying pension to a market linked pension. 

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2nd video: [Getting A Property From A Company Into An SMSF] 

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Upcoming Event - Live Webinar

SMSF Updates

On the 16th of May, I will be hosting an online webinar where I will be discussing all of Bill Shorten's major announcements regarding SMSFs that he intends to implement if elected.

With the 2019 Budget just around the corner, and with Superannuation and Tax being hot topics of parliament this year, you won't want to miss this Webinar!

Refresh your knowledge on recent SMSF updates to better serve your clients! 

Here's what you will get: 

  • 1 Accredited Hour of towards your CPD Training. A CPD certificate will be provided to you! 
  • Coverage of all the legislative changes that have occurred in the SMSF sector over the past twelve months as well as what is still in front of parliament.
  • Specific insight into all the changes Bill Shorten has announced he will make if elected.
  • Of most importance, coverage on what your SMSF clients, that receive excess franking credits, need to do in order to preserve those credits.
You don't want to miss it! 

Upcoming Event - Tax Training Day 2019

Tax Training Day 2019 is open for reservation now. The last tax training day was in March, but don't miss out on the next two events in June and September. . 

The seats are limited, so make a reservation now before it is booked out.

Max. 50 attendees