SMSF

23 October 2023 | Online | The SMSF State of Play | By Shelley Banton of ASF Audit

Shelly Banton from ASF Audit will present a session on the updates on the SMSF as at October 2023

Instructors

Henry Kwok Teddy Kosasih

125 Students enrolled

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Online via Zoom Only

This meeting will be held as online-only event at the CTDG’s Zoom Webinar platform. Members should not attend the office of CPA Australia for this event.

TOPIC: The SMSF State of Play October 2023

The presentation will include the following:

ATO releases and focus areas
Where are we on NALI?
Death benefits v member benefits
Valuations of complex assets
Key audit risks and responses

SPEAKER: Shelley Banton | Head of Education | ASF Audits

Shelley is an accredited SMSF specialist auditor and advisor with over 15 years of experience in the superannuation industry. She is recognised Australia-wide as an expert on SMSF compliance, providing clients with high-level strategic and technical advice.

She is a committee member of the ATO SMSF Auditor’s professional stakeholders’ group, a member of the SMSF Association National Conference Committee and Chair of the SMSF Association Audit Discussion Group.

Shelley specialises in delivering quality SMSF training and education to the private and public sectors; she is a regular presenter at peak industry SMSF conferences and is a well-known author and sought-after industry commentator.

In 2022, Shelley was awarded the SMSF Association’s Chairman’s Award, recognising her outstanding contribution to the SMSF sector.

Continuing Professional Development Point (CPD Point)

This event will account for up to a maximum of one (1) CPD Point per session.
A completion certificate will be issued via LMS after the event for attendances who check in with our staff and you have attended the session for more than thirty-five (35) minutes. We are unable to issue a certificate unless we have a record of your attendance.
Attendance records will be provided to CPA Australia, however, it is up to you to update your own CPD records/CPD Diary. We cannot update the same for you.
You may wish to update your profile with us to include your CPA Membership number which we will report to CPA Australia accordingly.
You should only claim for the attended hours only.

Attend via Zoom Webinar

Our webinar will be provided via Zoom’s online Webinar platform in addition to the face-to-face meeting.
You can listen to the webinar either via internet audio or phone dial-in. If you dial in via phone, please email us your details and phone number for attendance records.
Zoom Webinars can be accessed on various platforms, including mobiles, tablets or laptops, etc. However, we will not be responsible for any costs incurred, such as internet charges in this regard.
You can directly access the Zoom Webinar via our LMS, but we recommend the use of Zoom applications for a better user experience, please ensure that you only install/download the Zoom software from Zoom’s website/iOS App Store/Google App Store, DO NOT download the Zoom’s software from other sources.
You will be automatically registered with Zoom, and you should receive Zoom’s registration confirmation email with the meeting details, no further registration is required. At the time of the meeting, simply click the link provided and the link will activate any pre-installed Zoom-related software and take you directly to the Webinar.
Please note that we will never ask you for any password or personal information, please do not provide such information to anyone.
To avoid last-minute technical issues, you should check if you are ready for Zoom.
Any questions, please email us or reach us at citytaxation.com.au.
We may not be able to resolve or attend to your needs during the webinar, but we will attempt to relay any questions to the presenter as soon as practicable.