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SMSF Year-End Essentials

compliance

$213.64 +GST

Audience

This event is recommended for: 

  1. Financial advisers wanting to advise clients on SMSFs. 
  2. Graduates and new starters in accounting and audit wanting an initial overview of SMSF rules. 
  3. Experienced practitioners as an opportunity for a useful refresher on superannuation and SMSF rules for the purposes of CPD. 
  4. Accountants working in public practice  
Audience

Learning outcomes

Upon completion of this event, you will be able to:

  • Identify planning issues and opportunities for FY25
  • Understand when and how to use the bring forward rules effectively
  • Interpret the impending rule changes to non-arm's length expenses/income
  • Prepare for the new Division 296 rules to come into play from 1 July 2025
Learning outcomes

Relevancy

This event will be presented live 08/05/2024.

Relevancy

CPD hours

This training provides 1.25 hours accredited by the SMSF Association.

CPD hours

The new rules coming into play in FY25
Ready-to-go client strategies and processes FY24 compliance checklist

The SMSF Year-End Essentials webinar is your bridge between year-end compliance and new financial year planning for your SMSF clients.

This to-the-point session will identify the essential ‘red flags’ to address prior to the end of the financial year, bring you up to speed on the impending new rules, and deliver the ready-to-go client strategies and processes for 2024-25.

Plus, we’ll identify the clients likely to be impacted by change and specifically how you need to work with these clients. With the introduction of the proposed Division 296 $3m super tax from 1 July 2025, we’ll identify the clients likely to be impacted and the timing issues to consider if they need to act.

What we cover

In the lead up to the end of the financial year, this session will deliver the checklist to ensure a smooth run through to audit and identify the planning issues to address for 2024-25.

FY24 Compliance essentials

  • Your FY24 compliance process and checklist
  • Pre-audit documentation requirements
  • The personal contribution problem areas
  • Where to now with the work test – the issues and traps

FY25 planning and opportunities

  • Planning issues and opportunities for FY25
  • Contribution cap indexation; it’s impact and the opportunities
  • When and how to use the bring forward rules effectively
  • SMSF expenses: the impending rule changes to non-arm’s length expenses/ income
  • Preparing for the new Division 296 rules to come into play from 1 July 2025

About the presenter

Natalie has spent well over a decade immersed in the intricacies of how SMSFs operate, navigating an increasingly complex legislative and regulatory environment, and managing the issues that arise servicing client needs (and wants!).

She has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. At Knowledge Shop, Natalie is an advisers’ adviser, helping the profession clarify the practical requirements and opportunities of SMSFs. She brings this knowledge to her presentations and explores the issues in a very practical way – knowledge that is immediately transferable in practice.

Natalie is a Chartered Accountant and a specialist member of the SMSF Association.

Natalie circle

Presented by

Natalie Scott
Superannuation Adviser
Knowledge Shop

This webinar is presented by our partners at Knowledge Shop.

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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 Accurium – General Terms and Conditions can be accessed here.
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