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SMSF technical update – November

Recorded live 9 Nov 2023
Expenses, tax and administration

$160.00 +GST

Audience

This event is recommended for: 

  • Financial advisers wanting to advise clients on SMSFs. 
  • Graduates and new starters in accounting and audit wanting an initial overview of SMSF rules. 
  • Experienced practitioners as an opportunity for a useful refresher on superannuation and SMSF rules for the purposes of CPD. 
Audience

Learning outcomes

  1. Explain recent updates to rules or guidance from regulators and law makers impacting SMSF clients 
  2. Identify clients who are impacted by recent changes to rules and guidance 
  3. Evaluate whether action needs to be taken to ensure any SMSF clients remain compliant with the latest SMSF rules and regulations 
Learning outcomes

Relevancy

This event was presented live on 9 November 2023.

Relevancy

CPD hours

This training provides 1 hour accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows: 

  • Technical competence: 0.5 CPD hours 
  • Regulatory compliance and consumer protection: 0.5 CPD hours 
CPD hours

In this CPD accredited on demand training Accurium’s technical team will update you on the latest ‘need to know’ regulatory and industry changes impacting SMSFs providing practical insights to assist you in offering the best service to your clients.  Our respected team will discuss recent updates and issues impacting SMSFs to ensure you remain up to date with the latest information impacting compliance, investments, and strategy for your clients. 

Registration to this event includes:

  • 1 hour recording
  • Recording and materials available to access for 3 months after purchasing the event  
  • SMSF Association accredited CPD certificate for 1 hour 
Mark Ellem Accurium Education

Presented by

Mark Ellem
Head of Education (SMSF)
Accurium
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Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.
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