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Joel Curry, director of TriSuper Auditors, is hosting a breakfast briefing to bring accountants up to date with all the latest changes and their implications for your clients and your business:

It’s been an interesting two years, and I’ve missed meeting up in person with colleagues. But it’s time to enjoy some training and problem-solving over breakfast again, and I have 3 dates lined up for you in May.

The world of SMSFs is even more complex, tightly regulated, and litigious.

  • ·The ATO has expanded the focus of its spotlight. And it’s getting hotter. The leniency of the past 24 months is over.
  • ·In the last 12 months there have been 126 new regulations, court rulings and guidances affecting SMSFs.
  • ·SMSF professionals are being taken to court more often.

As SMSF auditors, TriSuper sees first-hand the issues and breaches that flow through the administration process. We are also on the frontline of the ATO’s vigilance. You will come away from your briefing with a detailed understanding of the following, along with full training notes and a pre-audit checklist:

  • ·2022 SMSF Updates: ATO rulings and guidance.
  • ·The vexed issue of private asset valuations.
  • ·Trusts and the new ATO guidance.
  • ·Unravel the thorny question of NALI.
  • ·Innovative ways SMSFs are being used to achieve investment goals.
  • ·ATO Heat lamp – audit targets & hitlist.
  • ·How to insulate your practice from litigation.

For many accountants the most valuable part is the Q&A, where you can ask any SMSF client questions you have.

Get bang up to date on SMSFs in 2022

The briefing includes:

  • 1.5 hours of training incl Q&A – 1.5 CPD points
  • Pre-audit checklist
  • Full training notes
  • Q&A session
  • Continental breakfast 

When: Wednesday 11 May, 7:30am to 9:00am (arrive from 7:15am)

Where: Rydges Port Macquarie, 1 Hay Street, Port Macquarie NSW 2444

Price: FREE

RSVP: book now as seating is limited

If you are unable to attend the event  but would like a briefing for you and your colleagues, I am happy to visit your offices when in the area. Please just call 1300 TRISUP to book a time or alternatively email me directly at joel@trisuperauditors.com.au.

If you have any questions or want more information please contact Leanne on 1300 874 787 or via email at leanne@trisuperauditors.com.

Joel Curry is one of the country’s leading SMSF auditors, rated in the top 2% by the ATO and past winner of SMSF Auditor of the Year, NSW. He is also a highly sought-after media commentator.


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Location
Rydges Port Macquarie

1 Hay Street Port Macquarie Port Macquarie-Hastings 2444, Australia


Organiser Information
TriSuper Auditors

Joel Curry
TriSuper Auditors
13008747

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