• SMSF webinars

    We run webinars to help self-managed super fund (SMSF) professionals and trustees keep up to date with the SMSF sector.

    Our webinars for SMSF professionals generally run for approximately one hour.

    Tax and super professionals

    Booking your spot is easy. Find the topic you’re interested in and click on your preferred date and time. You’ll be taken to our service provider page (Go To Webinar) to finalise your booking.

    Note: times listed are Australian Eastern Daylight Time (AEDT) and from April to October, Australian Eastern Standard Time (AEST).

    Super and Tax Professionals webinar dates

    Topic

    Description

    Book your spot             

    CGT Relief

    This webinar will provide a more detailed overview of the capital gains tax relief available to complying funds that need to take action as a result of the new transfer balance cap and transition to retirement stream changes.

    It will highlight key topics detailed in the Law Companion Guide: LCG 2016/8 Superannuation reform: transfer balance cap and transition-to-retirement reforms: transitional CGT relief for superannuation funds

    20 April 2017, 11.00am - 12.30pmExternal Link

    Transition to Retirement Income streams

    This webinar will provide an introduction and overview to the Transition to retirement income stream (TRIS) changes effective 1 July 2017. The webinar will discuss taxation changes to TRIS and interaction with the other superannuation new measures.

    27 April 2017, 11.00amExternal Link - 12.00pm

    Capped defined benefit income streams

    This webinar will outline the details of a capped defined benefit income stream and discuss how they are valued for transfer balance purposes. The webinar will look at the taxation consequences of exceeding the transfer balance cap, the implications of having more than one income stream or a capped defined income stream and other pensions and annuities, and will discuss what the fund will need to report and the action you will need to take.

    9 May 2017, 2.00pmExternal Link - 3.00pm

    Fund reporting

    This webinar will provide an overview on the reporting requirements for the Transfer Balance Cap (TBC) and Total Superannuation Balance (TSB) and will discuss the changes to existing reporting obligations.

    18 May 2017, 11.00am - 12.30pmExternal Link

    Transfer balance ‘Master class’

    This webinar will provide an in depth look into the Transfer balance cap and discuss any emerging questions and issues. It will discuss in more detail how to comply with a commutation authority, the calculation of debit and credits, death benefits and the Transition to Retirement income stream (TRIS) changes in relation to the transfer balance cap.

    30 May 2017, 2.00pm - 3.30pmExternal Link

    Disclaimer: The Super Changes webinar schedule has been published in advance to ensure all Tax and Super Professionals have been given as much notice as possible of the program. In the event of a date/time or topic change, in which you have already registered, you will be notified via email of the changes and any alternate arrangements.

    Recordings of past webinars for SMSF professionals are now available.

    SMSF trustees

    Note: there are no live sessions currently scheduled for these webinars.

    However, recordings of these webinars are now available below;

    SMSFs: overview of trustees recordingExternal Link

    If you are thinking about setting up an SMSF or would like to know what is involved in running one, this topic provides an overview of the role and responsibilities of trustees and where to get more information.

    SMSFs: accepting contributions and managing investments recordingExternal Link

    This session explains the rules for accepting contributions and rollovers, as well as the rules about managing your fund’s investments. Areas covered include investment restrictions and investing in collectable and personal use assets.

    SMSFs: paying benefits to members recordingExternal Link

    This session explains the rules about when you can access your super and how your benefits are taxed. Areas covered include lump sums and income streams, and the special rule relating to transition to retirement.

      Last modified: 03 Apr 2017QC 42934