SMSF 101

Grant Abbott has over 20 years of advising in SMSFs, doing more than 2,000 presentations and trainings, plus having written five books on SMSFs, he knows his stuff. So, if you are new to the game, want to brush up on your strategies or are in administration or audit looking for more, he will be holding a half day SMSF 101 training. Your learning will go beyond the basics and cover key contributions, estate planning and taxation strategies that you can implement with clients straight away – strategies that provide great tax savings.

This is an entry level SMSF introductory course for middle to entry level SMSF administrators and accountants.  We will look at key compliance issues, how to do an investment strategy, properly establish a pension and what to do on the death of a member.

5% of all ticket sales donated to The Black Dog Institute. To find out more, click here.

DIFFICULTY:

Low to Medium

CPD:

3.5 hours - SAPEPAA, TPB and CAANZ plus 1 hour Professionalism, 1 Hour client care and 1.5hours technical