The SMSF Expert

Annual Conference for Licensed Accountants

Enjoy 3 days in Bali during the July school holidays – commencing on the evening of the 5th of July and concluding with a gala dinner on the evening of the 7th of July 2017.

This conference is designed for accountants who are limited license authorised representatives or hold their own limited AFSL.

The conference will cover all areas required under RG146 for ongoing training of limited license accountants.

You will receive up to 13 hours of RG146 compliant CPD.

The conference cost is only $660 per person or complimentary if you are an Authorised Representative of the SMSF Expert Pty Ltd.

All delegates are responsible for their own travel and accomodation costs.

Book your accommodation by downloading and completing the Hotel Booking Form and emailing it to the hotel.

The SMSF Expert

Annual Conference for Licensed Accountants

Enjoy 3 days in Bali during the July school holidays – commencing on the evening of the 5th of July and concluding with a gala dinner on the evening of the 7th of July 2017.

This conference is designed for accountants who are limited license authorised representatives or hold their own limited AFSL.

The conference will cover all areas required under RG146 for ongoing training of limited license accountants.

You will receive up to 13 hours of RG146 compliant CPD.

The conference cost is only $660 per person or complimentary if you are an Authorised Representative of the SMSF Expert Pty Ltd.

All delegates are responsible for their own travel and accomodation costs.

Book your accommodation by downloading and completing the Hotel Booking Form and emailing it to the hotel.

YOUR SPEAKERS

Peter Johnson

The SMSF Expert

Grant Herbert

Master of Ceremonies

Brett Goodyer

SV Partners

Philip Parker

B.A. (Econ) Executive Chairman /

Chief Investment Officer, Altair Asset Management

YOUR SPEAKERS

Peter Johnson

The SMSF Expert

Grant Herbert

Master of Ceremonies

Brett Goodyer

SV Partners

Philip Parker

B.A. (Econ) Executive Chairman /

Chief Investment Officer, Altair Asset Management

AND MANY MORE TO BE ANNOUNCED

Topics to be covered include: 

 

  • Economic Update
  • SMSF & Superannuation Update
  • Using the sophisticated investor exemption when providing advice
  • Binding Death Benefit Nominations and the impact of Succession Act NSW
  • SoA Review Process – doing an SoA for a fund that already exists.

 

  • Life Insurance calculations
  • Composing a portfolio of direct shares
  • Calculating the lump sum needed for retirement
  • AML/CTF laws and how they apply to licensed accountants
  • ETF’s compared to managed funds
  • The latest on LRBA’s

AND MANY MORE TO BE ANNOUNCED

Topics to be covered include: 

  • Economic Update
  • SMSF & Superannuation Update
  • Using the sophisticated investor exemption when providing advice
  • Binding Death Benefit Nominations and the impact of Succession Act NSW
  • SoA Review Process – doing an SoA for a fund that already exists.
  • Life Insurance calculations
  • Composing a portfolio of direct shares
  • Calculating the lump sum needed for retirement
  • AML/CTF laws and how they apply to licensed accountants
  • ETF’s compared to managed funds
  • The latest on LRBA’s

Day(s)

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Minute(s)

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Second(s)

Conrad Bali beckons from its beach of golden sand, a beacon of highly personalized luxury and timeless style. This award-winning luxury resort located on the coast of Nusa Dua at Tanjung Benoa offers a selection of spacious guest rooms amidst the lush gardens and meandering pools of the resort, as well as the lavish accommodation of the premium and very private Conrad Suites.

Conrad Bali beckons from its beach of golden sand, a beacon of highly personalized luxury and timeless style. This award-winning luxury resort located on the coast of Nusa Dua at Tanjung Benoa offers a selection of spacious guest rooms amidst the lush gardens and meandering pools of the resort, as well as the lavish accommodation of the premium and very private Conrad Suites.

SPONSORS

The SMSF Expert is an AFSL holder designed specifically for accountants who merely want to be licensed so that they can continue to provide advice to their clients to establish or wind up SMSF’s and provide advice around superannuation contributions and pensions.

We have set up this license so that we can service the accounting profession. We cannot sell products, we are not aligned to any financial institution and we are not interested in getting all your referrals. It is just about quick efficient service. We will make our income for the fees you pay us and that is all. No kick backs in either direction.

We understand that when you simply want to advise a client to roll back a current pension to combine with their accumulation and commence a new pension you don’t want to have to go through a lengthy SOA process that will cost them thousands.

Because of this we have very specific processes for these specific tasks so that you complete the advice process very quickly and for virtually no cost to your clients.

We understand your business as we are also accountants.

And all this with the technical backing of one of Australia’s leading SMSF experts – Peter Johnson.

The SMSF Expert is an AFSL holder designed specifically for accountants who merely want to be licensed so that they can continue to provide advice to their clients to establish or wind up SMSF’s and provide advice around superannuation contributions and pensions.

We have set up this license so that we can service the accounting profession. We cannot sell products, we are not aligned to any financial institution and we are not interested in getting all your referrals. It is just about quick efficient service. We will make our income for the fees you pay us and that is all. No kick backs in either direction.

We understand that when you simply want to advise a client to roll back a current pension to combine with their accumulation and commence a new pension you don’t want to have to go through a lengthy SOA process that will cost them thousands.

Because of this we have very specific processes for these specific tasks so that you complete the advice process very quickly and for virtually no cost to your clients.

We understand your business as we are also accountants.

And all this with the technical backing of one of Australia’s leading SMSF experts – Peter Johnson.

We are also running a 2 day Breakaway Business Planning Workshop for Accountants in conjunction with the conference with 66% discount for being a friend of The SMSF Expert.

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