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 #95

In this video:

[Rolling In Other Members to Pay Out an LRBA Debt]

This question discusses a scenario where there’s two people with an LRBA, don't like having debt, want to roll their best friends or their sister and brother or somebody else into the fund.

We’ll discuss implications such as: how do we go about it? Is there stamp duty? Can we do it? Is it arms length? 

Question 2: Auditing a Fund with Foreign Investments (Exclusive to Video Vault Subscribers)

This question is audit related, but still very relevant for non-auditors who are advising client where they have an investment in an overseas entity that has a balanced date as at 31st of March. We look at how do we audit it, what date do we use, etc,  and the problems associated with foreign investments and audits.

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New in 2020
Upcoming Webinars/Workshops

Special Webinar Packages in 2020 (Up To 34 Hours CPD)

In 2020, we have scheduled 11 online webinars/masterclasses on important topics aimed at helping you to sharpen your knowledge and skills. We are offering discounted packaged with included bonuses to make sure you get your CPD training up to scratch.

Join Peter's Platinum Boardroom
(Up To 47 Hours CPD)- 5 Spots Left

Get direct access to Peter Johnson's extensive, technical SMSF knowledge. As part of the platinum boardroom, get access to 4 live workshops scheduled for 2020, on demand technical SMSF advice, access to our SMSF Video Vault and a private presentation to your clients...

Events in March
Webinar and Live Event in February & March

Tax Training Day (Tax Updates & Special Topics, 7-21 hours of CPD)

Our tax training day in March provide you with:

✔️ A full tax update covering all the relevant changes over the past quarter by Karen Vella from TaxBytes
✔️ A 1-hour presentation on a superannuation topic - SMSF Contributions & Strategies by Peter Johnson
✔️ An in-depth 3-hour presentation on a special topic - Derivation of Income and Splitting of Income by Jo-anne Hotston from TaxBytes

SMSF Foundations Webinar 
(1 Hour Of CPD)

Dives into the building blocks of establishing an SMSF - the definition of an SMSF, how to establish an SMSF & all the administrative requirements for running an SMSF. This webinar is perfect for junior accountants who wish to sharpen their skills and experienced SMSF accountants who haven't done any formal SMSF training in the past 2-3 years.