Are you at the cutting edge of an expanding area?
The self-managed superannuation fund industry (SMSF) has been growing at an astonishing rate. Its no secret that the large industry players are now muscling in on what has traditionally been the territory of industry professionals such as accountants and financial planners.
Therefore, practitioners now face an increasingly competitive environment, with compliance revenue continuously being pressured by the explosion of technology. In this environment, pro-active advisers are pushing into greener pastures by continuously seeking to add value for an increasingly discerning client base.
Advantages of value adding for your clients:
o Increase your business beyond compliance
o Protect your existing client base
o Capitalise on a booming industry
o Maximise client tax savings
o Build on your existing client relationships
o Take advantage of planning opportunities for your clients
o Attract new clients
o Reduce your PI risk
Superannuation Online Training
In response to strong client demand, TaxBanter now offers dedicated Online SMSF training sessions. TaxBanter’s Monthly Online Superannuation Training provides a comprehensive program for super specialists designed provide to provide them with all the information they need to value add for their SMSF clients.
This practical and engaging series develops participants’ understanding and knowledge through the use of real-life scenarios and examples based on topical issues. Each month, these sessions will alternate between a ‘Superannuation Update’ and a ‘Superannuation Special Topic’. All Super Update sessions will focus on the practical impact of recent superannuation changes and will cover the following:
- Recent ATO announcements and rulings
- Recent Federal Court and AAT decisions
- Proposed changes to the tax law
- Emerging superannuation issues
These in-depth and focused sessions will be prepared and delivered by Darren Wynen, a superannuation specialist with more than 15 years tax and SMSF training experience for TaxBanter and other peak bodies. Darren also regularly participates in ATO Superannuation forums. His speciality is taxation law and regulatory issues that affect SMSFs.
Super Update – 12 February
The latest guide to tax-effective structuring with SMSFs – 12 March
Super Update – 9 April
Planning opportunities with limited recourse borrowing arrangements – 14 May
Super Update – 11 June
Making the most of pensions – 9 July
Super Update – 13 August
The Contribution Rules – everything you need to know! – 10 September
Super Update – 15 October
Practical issues with estate planning – 19 November
Super Update – 10 December
All sessions are 12.00pm – 1.30pm
Earn full CPD points!
All TaxBanter Online Superannuation sessions are CPD accredited, as follows:
- Earn 2.5 SPAA CPD points per Special Topic session and 1.5 SPAA points per Update session.
- Earn 1.5 FPA CPD points per session attended.
All 2014 sessions are now open for registration. Don’t miss out on our early bird offer, offering one free session, when you register for the year.
For further information please visit our website http://www.taxbanter.com.au/superannuation or call us on 03 9660 3500.
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