Free Weekly Technical
Our Ongoing SMSF CPD will cover one hour per month, going over more than 20 modules.
On top of that you will receive 4 SMSF Updates in May & November each year delivered online in the form of a live webinar.
In total, completing this course will give you 12 hours a year of relevant CPD and on top of that you will receive a further 10 hours for watching our weekly videos and having FREE access to our video vault (valued $888). The SMSF video vault contains 140+ short technical videos. This will give you a total of 22 hours CPD per year.
This program is designed for accountants who already work with SMSFs and have a good basic understanding of superannuation or want to increase their SMSF skills. It will allow you to gain a deep understanding of the law and all the relevant ATO rulings. We will also cover strategies in the video vault as well as in the program itself.
If you are an SMSF Auditor, please check our Online CPD for SMSF Auditors HERE.
Who designed this training?
Peter Johnson is one of Australia’s leading SMSF accountants. Primarily, Peter provides advice to other accountants and often they refer complex matters to him. Similar to a GP referring to a specialist medical practitioner.
Peter is one of only 3 external contributors to Tax & Super Australia’s SMSF Manual.
Peter regularly presents to accountants all over Australia on SMSF matters.
This Ongoing SMSF CPD is
the best option for you because...
All training is completed online. you can do it from the comfort of your own home.
There is no specific timeslot. You can complete your CPD at your own pace.
We have catch-up lessons! If you miss a period, don't worry, you can back date.
Complete your CPD from the comfort of your home.
Tertiary education is expensive and time consuming, which is why I created this course..
So busy accountants like yourself can develop advanced knowledge of SMSF's.
The best part - you can learn all in the comfort and convenience of your own home or office.
No need to pay big money to attend university and commit to strict contact hours.
The Ongoing SMSF CPD will provide you with all the training you will need, AS WELL as up to a
total of 22 hours of relevant CPD per year!
A single day out of the office will cost you nearly double that!
Frequently Asked QuestionsQ: Is this training for me?
It will allow you to gain a deep understanding of the law and all the relevant ATO rulings.
This training will also cover strategies in the video vault as well as in the course itself.
And we will also offer you a further 10 hours of bonus each year from our SMSF Video Vault. The vault contains 140+ SMSF technical answers that accounants have.
The 10 hours for the video vault is only available to subscribers from one of our selected courses.
In total, this will give you 22 hours per year, over 2 years, you will receive 44 hours in the program.
Further, at the end of the financial year you will receive one certificate to cover your video vault hours.
On top of the 12 hours a year we give you for the Ongoing SMSF CPD training, we also give you another 10 hours of additional CPD by way of giving you access to our video vault.
If you are worried about the price you will appreciate getting 22 hours of CPD every year, without giving up any days out of the office, for as little as $997 per year. This is around $300 per day (ex. GST) of CPD. Most days are double (or more) of that.
You can view the training at anytime 24/7. It's like watching Netflix, you can pause, rewind, or fast-forward as many times as you like. All you need is internet connection.
Each May and each November, the training will be a webinar that is an SMSF update. You can attend webinar or watch the recording in your portal.
Once you have completed a module you will continue to have access to that module while ever you are member.
You can cancel at any time and if you give us 7 day notice you will not be billed again. You merely need to email us to firstname.lastname@example.org to cancel.
We are not like other online businesses that try to make it impossible to cancel.
Fortunately, we have a different course that is designed specifically for SMSF Auditors. For more details check out our Online CPD for SMSF Auditors Course.
Some of the modules might include more than 1 hour of training.
1. Establishing an SMSF
2. Definition and structure of SMSFs
3. Administrative requirements
5. Contributions to superannuation - the rules
6. Contributions - strategies
7. Tax issues for SMSFs - part 1
8. Tax issues for SMSFs - part 2
9. Managing an SMSF
10. Paying benefits - the rules
11. Death Benefits and nominations
12. Taxation of superannuation benefits
13. Pension strategies
14. Limited Recourse Borrowing Arrangements
15. Pre 99, Related and unrelated unit trust issues
16. The SMSF Audit
17. Transfer Balance Cap and TSBs
18. Divorce, bankruptcy and winding up an SMSF
19. Running a business inside an SMSF
20. SMSF Strategies
I couldn't speak more highly of the experience I have had with Peter to date...
- Excellent technical support as access to the owner of the business
- Fantastic turnaround time
- Managed to get me an SOA for a new set-up including LRBA in anticipation of an
Auction within a couple of days.
- Great process of initial SOAs for existing SMSFs and then ROA thereafter
- Training provided is very practical
I am very happy to recommend this service.
Accumen Accountants and Business Advisors, Bathurst NSW
In late February, 2018, Peter and I discussed one of my clients and a possible
Estate Planning Exercise for them.
I presented a proposal to the client recently and today they have agreed to the
proposal. We’re going to look at their super as well (Mum and Dad are close to the
$1.6m caps) and combined with the Estate Planning exercise, they’ve just signed
off on a $26K + GST contract.
The past 18 months has been a lot of “head down and tail up” in this transition to my
new business life. It is only with Peter's input on that Tuesday afternoon that it
dawned on me what we should be doing for this client. I wanted to thank them
sincerely for being the sounding board that afternoon, and raising with me this idea.
I appreciate it immensely.”