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Courses/Finance/SMSF

SMSF Blueprint: Expert Insights and Practical Tips

Avoid costly mistakes: Expert guidance on common SMSF non-compliance issues

Created byMinny Talasch, CA SMSF
4.5
(73 reviews)
BeginnerUpdated May 8, 2023
SMSF Blueprint: Expert Insights and Practical Tips

What You'll Learn

check_circleGain a comprehensive understanding of the essential requirements and regulations for managing an SMSF, including compliance with government regulations, accurate record-keeping, and the importance of supporting documentation.
check_circleDevelop the skills needed to make informed decisions when managing an SMSF, including understanding the differences between SMSF and non-SMSF options and choosing the right investment strategies.
check_circleLearn about the latest technology and automation tools available to improve accuracy and efficiency in preparing financial statements for your SMSF, and how to use them effectively.
check_circleUnderstand the potential financial and legal risks associated with inaccuracies or errors in SMSF financial statements, including penalties and consequences for non-compliance with regulations, and how to avoid them.

About This Course

This course is designed to provide a comprehensive understanding of the requirements and regulations for managing a Self-Managed Super Fund (SMSF). The course will cover the essential topics necessary to effectively manage and comply with regulations governing SMSFs. From accurately recording and reporting investment transactions to making informed decisions between SMSF and non-SMSF options, our course covers all the essential topics needed to navigate the complex world of SMSFs.

Led by an experienced accountant and SMSF specialist, this course will give you valuable insights into the challenges and considerations involved in setting up and managing an SMSF. You'll also learn about the latest technology and automation tools available to improve accuracy and efficiency in preparing financial statements for your SMSF. With a focus on compliance and avoiding potential financial and legal risks, our course ensures you'll be equipped with the knowledge to make informed decisions and take control of your financial future.

Don't miss out on this opportunity to gain a comprehensive understanding of SMSFs – enroll today!



Some of the topics discussed include:
  • Requirements for recording SMSF transactions
  • Common mistakes that can lead to non-compliance
  • Accurate recording and reporting of investment transactions
  • Monitoring bank accounts and retaining related documentation

Decision-making process for choosing between SMSF or non-SMSF:

  • Responsibilities of SMSF trustees
  • Benefits of industry or retail super funds
  • Challenges and considerations for setting up and managing an SMSF from an accountant's perspective

Requirements and regulations for preparing annual financial statements for an SMSF:

  • Importance of market valuation and source documentation
  • Meeting auditor requirements
  • Common challenges in preparing annual financial statements for an SMSF

Use of technology and automation in SMSF financial statement preparation:

  • Impact of technology on SMSFs
  • Benefits of using cloud-based software and data feeds
  • Potential financial and legal risks of inaccuracies or errors in SMSF financial statements
  • Penalties and consequences for non-compliance with regulations

Your Instructors

Minny Talasch, CA SMSF
Minny Talasch, CA SMSF

Senior Manager - SMSF | Grant Thornton Australia

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star73 reviews

Minny has extensive experience and technical capabilities in self-managed superannuation, family office and wealth creation. Minny has been heavily involved in creating efficiencies and processes for her team to ensure smooth handling of day to day processes. Minny has an eye for detail and has a genuine care for her clients and their needs. Being raised in a family business, she understands the complexities that can be involved. She is a Chartered Accountant, CA SMSF Specialist and holds a Diploma of Financial Planning. 🎓Chartered Accountant 🎓CA SMSF Specialist 🎓Diploma of Financial Planning 🎓FASEA qualified

Michael Schiavello
Michael Schiavello

PODCAST HOST | LEARNFORMULA

Sports commentator and TV host. Winner of 2018 and 2020 Asian Television Awards (Asian Emmy) for Best Sports Presenter / Commentator. Host and commentator of One Championship, Asia's largest sports media property, broadcast to 154+ countries, Nielsen rated 80+million viewers, Tubular analysis 5.4bn social media views (fourth highest in the world). Olympic Games commentator. Commonwealth Games commentator. FIFA World Cup correspondent. Victoria Premier League Soccer (football) commentator FUTSAL OZ Series Commentator Former host and commentator on AXS TV Network USA. Host of CableFax Award-nominated interview show 'The Voice Versus'. Best-selling author and award-winning writer. Radio host. Commentated on networks including Amazon Prime, BeInSport, NBC, CBS, SyFy, Canal+, Spike, EuroSport, ABS-CBN, Star Sports Select, Fox Sports, Fox 8, Sky, TVNZ, Thairath 32, TV3, Main Event. College Lecturer and public speaker.

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What Students Are Saying

4.5
Student's Choice
73 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.