Empowering SMSF Professionals
Introducing Saul SMSF’s
Lunch & Learn Service
At Saul SMSF, we’re excited to launch our Lunch and Learn Service—a fresh and engaging way to stay on top of SMSF compliance while enjoying a light lunch, on us!
Tailored for accountants and SMSF professionals, this service offers a unique opportunity to expand your knowledge and enhance your practice.
WHAT TO EXPECT
01
Comprehensive Coverage
Each session covers 2 topics from our list of 12 key SMSF compliance areas.
02
Delivered In house
Our SMSF experts will come to your office and deliver an insightful, interactive presentation.
03
Interactive Q&A
Engage with our experts throughout the session with interactive Q&A segments.
04
Complimentary Lunch
Enjoy a light lunch while we share the latest updates, tips, and actionable strategies in SMSF compliance.
Enhance Your SMSF Compliance
Book A Session
HOW IT WORKS
Elevating SMSF Knowledge
Whether you’re looking to deepen your expertise or provide your team with valuable training, our Lunch and Learn sessions are designed to be practical, flexible, and rewarding.
Schedule A Time
We will get in touch to coordinate a suitable date and time to deliver your session at your premises.
Sharing SMSF insights
Our SMSF Topics
Contact Us if you require a custom session tailored to your business needs.
01 ASAE3402 & GS007 Audit Reports
What makes an investment platform acceptable for an unqualified audit opinion? This session explores ASAE 3402 and GS007 audit reports, detailing the wrap, investment administration, and managed investment platforms that meet auditor requirements.
02 When the Audit Report Has to Be Qualified
Understand the scenarios that lead to a qualified audit report, key risk factors, and how to prevent common compliance issues.
03 Exotic Investments Inside SMSFs and Compliance
From collectibles to private assets, we discuss the risks, regulatory requirements, and how to ensure compliance when holding non-traditional investments in an SMSF.
04 Unlisted Investments – Audit Evidence
Auditing unlisted investments requires strong documentation and due diligence. This session covers acceptable audit evidence, valuation methodologies, and strategies to mitigate compliance risks.
05 Importance of Retaining Permanent File Documents
Trust deeds, pension documentation, ATO trustee declarations—losing critical SMSF documents can lead to compliance failures. Learn best practices for maintaining permanent records to ensure smooth audits and compliance.
06 Related Unit Trust / Company Compliance
SMSFs investing in related unit trusts or companies must adhere to strict rules to avoid breaches. We’ll break down structuring considerations, SIS Act compliance, and risk mitigation strategies.
07 LRBAs and PCG 2016/5
Limited Recourse Borrowing Arrangements (LRBAs) come with unique compliance challenges. This session unpacks PCG 2016/5 guidelines, safe harbour provisions, and best practices for structuring LRBAs.
08 Cryptocurrency in SMSFs Surge
With increasing SMSF investments in digital assets, we discuss the compliance, valuation, and security risks associated with cryptocurrency holdings.
09 Estate Planning and Compliance Issues with SMSFs
Estate planning within an SMSF requires careful structuring to avoid unintended tax and compliance issues. We cover binding death benefit nominations, reversionary pensions, and the risks of inadequate planning.
10 ESG & Sustainability in SMSFs
Environmental, Social, and Governance (ESG) investments are growing in popularity, but what are the compliance and audit implications? We discuss sustainability trends and their impact on SMSF investment strategies.
11 How Cryptocurrency Assets Are Audited in SMSFs
From blockchain records to valuation and ownership verification, we explore the practical steps auditors take to assess cryptocurrency assets in SMSFs.
12 The Critical Importance of SMSF Rectification Plans
When breaches occur, an effective rectification plan can prevent regulatory penalties. Learn how to approach compliance breaches, rectify issues efficiently, and satisfy the ATO’s expectations.
Elevate Your SMSF Knowledge
Book Your Session
Gain expert insights on SMSF compliance and audits. Fill out the form to book a session—let us know your topic, and we’ll arrange a time that suits you!
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Gain expert insights on SMSF compliance and audits. Fill out the form to book a session—let us know your topic, and we’ll arrange a time that suits you!
Saul SMSF is an Award Winning SMSF Audit Firm, that satisfies BIG 4 Procurement Standards & is supported by ISO 27001 SW Certification.
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