TriSuper Auditors: SMSF Breakfast Briefing - Maitland

Get bang up to date on SMSFs in 2023

Joel Curry, director of TriSuper Auditors, is hosting a breakfast briefing to bring accountants up to date with all the latest SMSF changes, and how they impact your business and your clients.

It’s time to enjoy some training and problem-solving over breakfast again.

As SMSF auditors, TriSuper sees first-hand the issues and breaches that flow through the administration process. We are also on the frontline of the ATO’s vigilance.

You will come away from your briefing with a detailed understanding of the following, along with full training notes and a pre-audit checklist:

• 2023 SMSF Updates: ATO rulings and guidance
• The vexed issue of property development
• NALI and the new ATO guidance
• Unravel the thorny question of estate planning
• Innovative ways SMSFs are being used to achieve investment goals
• ATO Heat lamp – audit targets and hit-list
• How to insulate your practice from litigation.

For many accountants the most valuable part is the Q&A, where you can ask me any prickly SMSF client questions you have.

The briefing includes:

• 1.5 hours of training incl Q&A – 1.5 CPD points
• Pre-audit checklist
• Full training notes
• Q&A session
• Continental breakfast

When: Friday 27 October 2023, 7:30am to 9:00am (arrive from 7:15am)

Where: Mercure Maitland Monte Pio, Maitland, NSW 2320

RSVP: please reserve your place(s), as seating is limited and breakfast is served. If you later cannot make it, please cancel your place – thank you.

Feedback from previous event attendees:

• “Provided examples, went through many key issues”
• “Simplified / summarised info, easy to follow and understand”
• “A different perspective – from the audit side”
• “Liked the breadth of information dealt with.”

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If you are unable to attend the event but would like a briefing for you and your colleagues, I am happy to visit your offices when in the area. Please just call 1300 TRISUP to book a time or alternatively email me directly at joel@trisuperauditors.com.au.

If you have any questions or want more information please contact Leanne on 1300 874 787 or via email at leanne@trisuperauditors.com.

Joel Curry is one of the country’s leading SMSF auditors, rated in the top 2% by the ATO and past winner of SMSF Auditor of the Year, NSW. He is also a highly sought-after media commentator.