KELLIE GRANT | THE ATO’S SMSF COMPLIANCE PROGRAM FOR 2025-26 – AN UPDATE FROM THE REGULATOR | ATO | 1 CPD HR

This session will cover how the ATO identify and treat some of the key SMSF risks that are the focus of the ATO’s 2025-26 compliance program. These risks include scams […]

PAUL DELAHUNTY | DIRECTOR OF THE SMSF APPROVED AUDITORS’ AREA OF THE ATO| UPDATE ON THE ATO SMSF COMPLIANCE | 1 CPD HR

This session will provide an update on the Australian Taxation Office SMSF compliance focus for 2025 and will discuss: • What trends the ATO have identified in the past year; […]

MICHAEL GILMOUR | PRINCIPAL | LDB GROUP | CGT SMALL BUSINESS CONCESSIONS AND CONTRIBUTIONS

“The CGT cap ($1,780,000 for the 2024-25) year, where applicable, is a great way for super fund members to make very generous contributions into their super funds. However, care needs […]

BRYCE FIGOT | SPECIAL COUNSEL | DBA LAWYERS | WHEN THE ATO AUDITS AN SMSF AUDITOR,WHAT TO EXPECT AND HOW TO BEST PREPARE | 1 CPD

WHEN THE ATO AUDITS AN SMSF AUDITOR … WHAT TO EXPECT AND HOW TO BEST PREPARE Bryce will present what to expect from ATO audits and how to best prepare […]

COLIN LEWIS | FITZPATRICKS | AUDITING THE RELEASE AND PAYMENT OF BENEFITS | 1 CPD HR

WITH MORE THAN $600 MILLION OF SUPER ILLEGALLY WITHDRAWN BY SMSF TRUSTEES BETWEEN 2020–2022, THE ATO HAS LABELLED ILLEGAL EARLY ACCESS OF SUPER FROM SMSFS AS THE CURRENT LEADING AREA […]