Breakfast Bootcamp | SMSF technical training for Accountants

Over 90 minutes, you will be put through your paces as our team of specialists challenge you to get technically fit!

Attendees will gain a take-home workout plan accredited by the SMSF Association, that includes the latest regulatory updates, technical strategies, and real-life case studies.

Agenda

7.15am Registrations  
7.30am Welcome

Laurence Poulter (NSW)
NSW Practice Manager
Partners Wealth Group

7.40am SMSF legislative & technical update
Let's warm-up
Flex your technical muscles and gain confidence in your understanding of the current state of play. You will learn about the biggest technical issues currently impacting the SMSF industry and understand the key retirement planning opportunities for your clients in 2020.
John Lethbridge
SMSF Specialist Advisor
Partners Wealth Group
8.10am Asset Protection Masterclass
Time to work-out
Are you using the correct techniques to achieve best practice asset protection? In this session, you will learn how to use heavy-lifting strategies to protect family wealth for future generations – including real-life case studies.
Sophie Cohen
Head of Partners Legal
Partners Wealth Group
8.40am

What to do when things go pear-shaped
Don't forget to stretch!
This session will target problem areas in the SMSF industry where things frequently go wrong – whether that is lacking documentation, invalid deed upgrades or accountant and auditor responsibility. You will gain a practical overview of areas to look out for.

Alex Swansson
General Manager -Superannuation Audit
Partners Wealth Group

9.10am Closing remarks

Laurence Poulter
NSW Practice Manager
Partners Wealth Group

 

To secure your tickets and find out more about this event, please visit us below:

 

For event enquiries please contact Jessica Parsons on 1800 333 143.