Upcoming  Webinars for Accountants

 


 

Audit Insights: Strategies for successful SMSF auditing

When: Wednesday 23 October | 12pm - 1pm

 

  

Are you looking to enhance your skillset across SMSF auditing? Whether you are conducting audits or preparing documents for the auditor, this webinar provides you with practical guidance, delivered by our audit expert Brenda Hutchinson.

 

This webinar will cover:
 

- Non-Arms Length Income (NALI) and Non-Arms Length Expenses (NALE)

- Status of the NALI/NALE provisions

- Practical examples of when the NALE provisions will apply
 


Additionally, various superannuation strategies will be covered such as retirement planning, wealth growth, borrowing, and multi-generational planning.
 

The webinar will offer an auditor's perspective, highlighting key issues and necessary evidence for audits.

 


 


 

Webinars for Accountants: Now Available

 

 

EOFY Super Strategies for Accountants

  

In this webinar, we will take you through the EOFY checklist and all the key changes including indexation of contribution caps and how it impacts superannuation members, key actions, $3m cap and Related Party Loans.


Watch time: 50 mins

Recorded: June 2024

 

 

 

 

 
Superannuation & Estate Planning: strategies for wealth preservation

  

Our experts take you through understanding the importance of Estate Planning superannuation, proactive and reactive planning strategies, real-life examples of managing complexity and more.

Watch time: 40 mins

Recorded: April 2024

 

 


 

 
SMSF Audit Update for Accountants

  

We will take you through some practical audit tips, and look at strategies from an auditor’s view point, highlighting what to look out for and what evidence auditors will want to see.

Watch time: 1 hour

Recorded: November 2023

 

 


 

Investor Update 2023

  

In this webinar, hear from Lonsec expert, Brook Sweeney who will provide an analysis of the market conditions and the potential impact. Leigh Jobling will discuss investment strategies options as well as the key Federal Budget announcements.

Watch time: 55 mins

Recorded May 2023

 

 

 


 

Property Investment Trends in 2023: Risks & Opportunities

  

We recently ran a Property Trends webinar for our clients with a guest presenter – Miriam Sandkuhler, CEO, Property Mavens. If you are interested in finding out the current property trends, rental supply trends and the implications, and the pros and cons of buying 2023, you should take the time to watch this webinar.

Watch time: 45 mins

Recorded February 2023