Mastering the intricacies of property investment within self-managed superannuation funds, focusing on taxation, compliance, and strategic planning in Australia.
This comprehensive course delves into the complexities of property investment through self-managed superannuation funds (SMSFs) in Australia. Participants will gain a deep understanding of the legal and regulatory framework governing SMSFs, the taxation implications, and the compliance requirements essential for successful property investment.
Led by award-winning accountant and superannuation specialist Susan O'Connor, this course covers crucial topics such as investment strategies, managing compliance, navigating tax concessions, and avoiding common pitfalls.
Designed for accountants, financial advisors, and SMSF trustees, this course provides the knowledge and tools needed to optimize SMSF property investments and ensure regulatory adherence.
Topics List:
Serenity Expert
Denise Belisle is the founder of Denise Belisle In-Motion Coaching. She is an international speaker and executive contributor writer with Brainz Magazine. She hosts an online TV show with Win Win Women on Roku, Amazon Fire, and Apple TV and Host / Instructor at LearnFormula. Denise is certified as a positive intelligence coach, functional medicine health coach and a Reiki master.
Owner/Principal, Susan O'Connor Accounting
Wimner Marketing Program of the Year 2024; Belmont & Western Australia Best Marketing Award 2023; Superannuation Specialist Accountant of the Year 2021 & 2022; Rotary Workmanship Award 2020 The highlight of her career so far has to be being featured on the cover of CPA's magazine INTHEBLACK and twice-winning the Superannuation Specialist Accountant of the Year at the Australian Accounting Awards for 2021 & 2022. In particular, the comments on winning this award resonated with her, "This accountant provides the highest standard of customer service for their clients. Offering a tailored approach has ensured their client retention is maintained. She started her business in 2016 with just a dream, no capital and no investors, just blood, sweat and tears and the support of family and friends who believed in her. She wanted to create an SMSF accounting firm that offered personalised customer service. She has over 30 years experience in all aspects of accounting, auditing and public practice and SMSFs and holds a Limited AFSL, B Bus., FCPA, Dip. Financial Planning, Registered Tax Agent. Her objectives are to provide professional SMSF administration services to support other professionals and provide quality advice to clients that will allow them to take control over their superannuation. She likes to inspire people to get excited about their own super especially the possibilities through an SMSF.
