Stay ahead of the latest trends and issues within the SMSF industry and position yourself to build your advisory excellence. 

Gain technical insights into emerging issues and changes affecting the industry. 

Stop following the status-quo, be proactive and learn how to prime your practice for a sustainable future. 

Sessions include: 

  • SMSFs and contributions using the CGT Cap, Craig Day, Executive Manager, Colonial First State
  • The future of segregation in SMSFs, Mark Ellem FCPA, Executive Manager, SMSF Technical Services, Super Concepts  
  • Scoping and providing SMSF advice – case study, Kath Bowler CPA, Chief Executive Officer, Licensing for Accountants and Mark Wilkinson , Partner Superannuation, BDO  
  • Understanding Trusts, loans and other legal documents, Peter Johnson FCPA, Founder and Responsible Manager, The SMSF Expert

Learning objectives


This course is suitable for finance and accounting professionals who wish to explore improving business processes.