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Residency taxation rules for SMSFs: The importance of being Aussie

Income streams/pensions

$120.00 +GST

Audience

This event is recommended for: 

  • Financial advisers wanting to advise clients on SMSFs. 
  • Graduates and new starters in accounting and audit wanting an initial overview of SMSF rules. 
  • Experienced practitioners as an opportunity for a useful refresher on superannuation and SMSF rules for the purposes of CPD. 
  • Accountants working in public practice 
Audience

Learning outcomes

Upon completion of this event, you will be able to: 

  1. Identify the tests that apply to an SMSF to be an ‘Australian superannuation fund’ 
  2. Explain how each of the tests apply to an SMSF for determination of residency status. 
  3. Asses the implications of not satisfying the residency rule. 
  4.  Evaluate the options available to ensure an SMSF will satisfy the residency tests where member/trustee/director leave Australia. 
Learning outcomes

Relevancy

This event was presented live on 22 November 2023. 

Relevancy

CPD hours

This training provides 1 hour accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows: 

  • Tax (financial) advice: 1 CPD hour 
CPD hours

Are you seeking in-depth expertise on the intricacies of residency taxation rules as they pertain to Self-Managed Superannuation Funds? Join us for an exclusive webinar tailored specifically for SMSF professionals. 

In this on demand training, our Head of Education (SMSF) will delve deep into the nuanced realm of SMSF residency taxation, providing you with the tools and knowledge necessary to navigate this complex landscape effectively to avoid the potential nasty tax outcomes that can apply when an SMSF fails to be an Australian super fund. 

Registration to this event includes: 

  • 1 hour recording
  • Recording available to access for 3 months after purchasing the event
  • SMSF Association accredited CPD certificate for 1 hour
Mark Ellem Accurium Education

Presented by

Mark Ellem
Head of Education (SMSF)
Accurium
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Terms and Conditions
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