SMSF Online Masterclass 2017

Helping you to stay afloat with the super reforms | taught by Aaron Dunn
Buy $347.00
Aaron Dunn
Aaron Dunn
CEO & Co-Founder

About the instructor

When it comes to self-managed super, professionals, industry and Regulators look to Aaron about the latest insights, strategies, trends, issues and opportunities in the sector. It is with this insight that Aaron has been sort out to participate in Government & Regulatory reviews, including the Super System Review (Cooper Review) and the ‘Reinventing the ATO’ program.

Aaron is a CPA and SMSF Specialist, is the CEO & Co-Founder of The SMSF Academy.

Aaron is a former nationally ranked high jumper, having achieved a personal best of 2.14m. He is married to wife Natalie, with three young children - twins, Ella & Thomas and Benjamin.

When Aaron is not talking about superannuation, you will find him talking about sport, especially AFL football.

Are you staying afloat when it comes to the super reforms?

Join us for the SMSF online masterclass to help you understand the new superannuation measures.

What we will be covering over the four (4) weekly webinars:

  • CGT relief
    Wednesday, 22 November at 12pm AEDST

Understand the key decisions between the segregated and proportionate method when applying CGT relief, what to document and some tips and traps in resetting cost bases for qualifying assets.

  • Total Superannuation Balance
    Wednesday, 29 November at 12pm AEDST

Learn about what makes up a member's total superannuation balance and how it impacts a range of measures including NCCs, applying segregation and understand how key strategies have been rewired to deal with these changes.

  • Transfer Balance Cap
    Wednesday, 6 December at 12pm AEDST

Understand the implications of the various debits and credits assessed against a member's transfer balance cap, issues of exceeding the cap and events-based reporting requirements for SMSFs.

  • Payment of death benefits
    Wednesday, 13 December 2017  at 12pm AEDST

Learn how to deal with the various estate planning issues as a result of the introduction of the transfer balance cap, including reversionary beneficiaries, decisions with excess transfer balance amounts, rollover death benefits and more.

Supporting Movember

Let's be honest, Aaron has no intention of growing a moustache during the month or November but believes strongly in the cause to help raise money for Men's health.

As a result, we will be donating 5% of the gross proceeds from registrations of the SMSF online masterclass to the Movember Foundation.

The Details

What is the cost for the SMSF online masterclass?
$347 (incl. GST)

Can I register for a specific webinar, rather than the course?
Yes, the cost per webinar is $99 (incl. GST). To purchase a specific webinar, visit The SMSF Academy events page.

Is my membership to The SMSF Academy cover this training?
Yes it does.  Members will receive instructions on how to register

Do you offer a discount for additional staff wanting to register?
Yes, each subsequent staff member can register for the course for $297 (saving of $50). Call or email us to obtain a coupon code.

How many CPD points are awarded for this online masterclass?
This is currently being assessed, but expect between 5 to 7.5 CPD points with the SMSF Association.  It will count as approx. 6 CPE hours for FPA Australia and the major accounting bodies.

What if I can attend the webinar?
The recording of the session will be available online to view after the session.

How long do I have access to the materials?
The online masterclass will be available online for non-members (PAYG) until 31 January 2017.  Members can access the training within the Campus platform at any time post webinar.

If you have any additional questions, you can get in contact with us on 1300 95 94 76 or email info@thesmsfacademy.com.au

Course Contents

1 Quiz
6 Texts
7 PDFs
1 Audio
6.0 hrs

Course Curriculum

Total Superannuation Balance
Payment of death benefits
BONUS: Revisiting Transition to Retirement
BONUS: 2017-09: Changing Face of SMSF