Welcome!

The Changing Face of SMSF explores the latest technical and regulatory issues impacting SMSFs.  

In this webinar recording, Aaron and Tim explore:

• Flow on effect from the 2023-24 Federal Budget including PCG 2020/5 and SMSF residency
• Treasury consultations, including how the Federal Budget solidified the Government’s position on Better Targeted Superannuation Concessional and Non-arm’s length expenditure
• Update of the indexation of the transfer balance cap, transfer balance account reporting and minimum pension obligations
• ATO updates, including updates on the latest legislative instruments, outstanding determinations, and other regulatory matters such as SuperStream & LRBA safe harbour
• The latest case law that impacts SMSF trustees

A comprehensive workbook is available to download within the resources area.

The module provides 2.0 CPD hours, with a certificate issued upon successful completion of the training and the assessment (you have a 2 attempts with the assessment).

If you have questions from the webinar, you can email us at team@smartersmsf.com.