SMSF COMPLIANCE DAY

Maximising compliance, minimising risk, and avoiding costly mistakes

Days
Hours
Minutes
Seconds

WHY YOU SHOULD ATTEND

PREPARE FOR THE UPCOMING
TAX SEASON

This day will equip you for the 2022-23 tax season, allowing you to service your clients efficiently and effectively.

HIGHLY EXPERIENCED
PRESENTER

Hear from one of the biggest names in the SMSF industry who delivers training supported by real life experience.

COMPREHENSIVE
TRAINING

You will receive the most up to date information to assist you for the tax season including copies of the presentation material and supporting guides.

SOLVE YOUR
PROBLEMS

The engaging and interactive day will incorporate question time and real life case studies to help answer your compliance questions.

AGENDA

  • What’s new: The focus areas for 2022-23 and changes to the annual return
  • Contributions: Understanding rules for acceptance, timing, caps and tax
  • Non-arm’s length income and expenditure: Dealing with it in the 2022-23 return and changes for 2023-24
  • Exempt current pension income: Trips, traps, do’s and don’ts to maximise ECPI
  • Deductions Part 1: Deductions available for an SMSF
  • Deductions Part 2: The effect of ECPI on SMSF deductions
  • Preparing financial statements: Considerations for preparing the annual financial statements for an SMSF
  • Preparing for the annual audit: Keeping on top of the known audit issues to ensure a smooth audit
  • Q&A Session: Get your questions answered by our technical team

*Agenda is subject to change at organisers discretion

ACCREDITATION

As an SMSF Association Accredited Educator we provide you with SMSF Association CPD hours. SMSF Compliance Day may also qualify for CPD for members of other professional bodies such as:

  • Chartered Accountants Australia and New Zealand (CA ANZ)
  • CPA Australia
  • Institute of Public Accountants
  • Tax Practitioners
  • National Tax and Accountants’ Association Ltd (NTAA)

    Please check your relevant association for CPD requirements.

Earn up to 6 CPD hours

EARLY BIRD PRICING NOW AVAILABLE: $500+GST

ONLINE

Unable to attend in person? Join our online event.

INCLUSIONS

Live online technical sessions, live Q&A, on demand access post event to recordings and material and more.
Register now

IN PERSON

Bringing our training even closer to you!

INCLUSIONS

Live technical sessions, live Q&A, refreshments including lunch and demand access post event to recordings and material and more.
Register now

CHOOSE YOUR LOCATION

We invite you to join us in person at SMSF Compliance Day 2023. Click the register button below the location that suits you.
Alternatively you can also join us at our online event.

QUEENSLAND

BRISBANE

Wednesday 23 August 2023

Hotel Grand Chancellor Brisbane 23 Leichhardt St, Spring Hill QLD 4000

8:30am - 5pm local time

QUEENSLAND

BROABEACH

Friday 25 August 2023

Sofitel Gold Coast Broadbeach 81 Surf Parade, Broadbeach QLD 4218

8:30am - 5pm local time

VICTORIA

SOUTHBANK

Monday 28 August 2023

Rivers Edge Events 18-38 Siddeley Street Melbourne VIC 3000

8:30am - 5pm local time

NEW SOUTH WALES

PARRAMATTA

Wednesday 30 August 2023

Skye Suites Parramatta 30 Hunter St, Parramatta NSW 2150

8:30am - 5pm local time

Unable to attend live? Register for our online event.

First half – Wednesday 6 September 9am – 12:30pm
Second half – Thursday 7 September 9am – 12:30pm

WHAT YOU GET FROM THIS DAY

LIVE Q&A TIME

Ask our expert presenter questions throughout the day to solidify your understanding and explore practical case studies to bring a real life perspective to key compliance issue.

6 CPD HOURS

By attending SMSF Compliance Day you will receive up to 6 CPD accredited hours, assisting you to stay on top of your professional development requirements.

NETWORKING OPPORTUNITIES

Throughout the day you will get the chance to speak to like-minded professionals, providing you with the opportunity to engage with the presenter and other attendees.

MEET YOUR EDUCATORS

Accurium is dedicated to providing opportunities for growth, professional development and helping you achieve your
Continuing Professional Development (CPD) goals.

HEAD OF EDUCATION

MARK ELLEM

Mark generally needs no introduction in the SMSF space, he is a popular, experienced and highly sought after presenter who is passionate about educating accountants and SMSF practitioners about SMSFs and strategies.

PRINCIPAL

MELANIE DUNN

Melanie is a Fellow of the Institute of Actuaries of Australia and an SMSF Specialist Adviser with over 15 years’ experience in our superannuation team. She is passionate about providing services to assist professionals.

MANAGING DIRECTOR

DOUGLAS MCBIRNIE

Doug is Senior Actuary and Managing Director of Accurium with extensive experience in superannuation in Australia and the UK. Doug is passionate about the retirement space and providing innovative solutions.

SMSF MANAGER

MATTHEW RICHARDSON

Matthew is the SMSF Manager at Accurium and has extensive knowledge in superannuation and self-managed superannuation funds. He is a qualified CPA and SMSF specialist adviser. He has worked at Accurium for over 10 years.

SPONSORED BY