Heffron | Australia's leading independently owned SMSF administrator

Masterclasses


Heffron's SMSF Masterclasses are a unique opportunity to delve into the details of a particular SMSF topic or strategy with some of Australia's leading SMSF experts.   

Spend half a day with us and a small group of fellow SMSF practitioners (numbers are strictly limited to 30 participants) working through case studies that capture the issues we have discovered in our work supporting accountants, financial advisers and trustees.  The intimate workshop style is a unique feature of our Masterclasses, as is our focus on practical solutions you can use immediately in your practice.

Our Masterclasses are not exclusively for experts but we do assume participants have a solid level of SMSF knowledge to build on.  We’ll tackle the complex issues as well as filling in any gaps in the basics.  They would generally be inappropriate for anyone brand new to SMSFs but our presenters’ practical and approachable style means the sessions are invaluable for a wide range of practitioners. 

The next two Masterclasses will be run as two half day sessions in March 2019 covering :

  • handling the unexpected, and
  • pensions (back by popular demand)

As a small business of busy practitioners, we understand the importance of value for money in SMSF training. Our sessions are always designed to maximise the value of your time out of the office – we receive consistent feedback that the material is well researched and presented by experts in SMSF.

But don't take our word for it - read what our clients think about our training:

  • “As always, the session was extremely well run.  The use of a case study allows the theory to be presented, but then, more importantly, applied, assessed and discussed.” FInancial Adviser, NSW

  • “I was concerned that I was going to be challenged to stay alert during this session but Lyn made the topic very interesting and easy to understand.  I had been going around in circles in reviewing other sources of information on this topic and with a few key phrases, Lyn has made some elements very clear to me.  Enough so that I was able to head back to my motel that evening and make some changes to some calculations on a fund where I was meeting the client the next day - so thanks heaps...”  Accountant, QLD


March 2019 Course Information

Handling the Unexpected | Session Time: 9:00am - 12:30pm

Are you now feeling comfortable dealing with the day to day superannuation issues post the 1 July 2017 reforms?  Well, what about the not so common scenarios like terminal illness, losing capacity, divorce, moving overseas, bankruptcy/disqualification?  Luckily these are not issues facing our clients every day.  But when they do crop up, are you able to immediately allay some of your clients' fears and start working with them on solutions in a way that can help reduce their stress levels?

We touched on just two of these issues (incapacity and divorce) in our recent Heffron Super Intensive Days.  The feedback on these two topics revealed many practitioners would value a more specific focus on practicalities and problem solving.  That is exactly what we'll do in our Handling the Unexpected Masterclass.  We'll use real-life client scenarios to explore the issues and help you:

  • recognise common problem areas,
  • understand the consequences,
  • work out what information you'll need and how you'll use it,
  • develop a plan of attack to work through the problem, and
  • answer frequently asked questions.

If you came to our Super Intensive Day in 2018, this Masterclass is the perfect next step for you in dealing with these increasingly prevalent events.  Even if you didn't make it to our Intensive Days, this session is suitable for all SMSF professionals.  We will focus on the practical application of the rules as well as planning techniques to improve the outcome for future clients.

Pensions | Session Time: 1:30pm - 5:00pm

Since superannuation is ultimately all about providing income in retirement, understanding pensions is perhaps one of the most important areas of knowledge for SMSF professionals.

If you missed it last time, join us at our Pensions Masterclass where we'll work through the full life cycle of SMSF pensions:

  • Advance planning – what to think about before pensions start
  • Starting the pension – considerations, rules and practicalities
  • New issues presented by the 1 July 2017 superannuation reforms – transfer balance caps, the importance of retirement phase
  • Once the pension starts – what needs to be done, how to deal with changes in circumstances or unplanned events (such as failing to meet the minimum payment requirements)
  • At the end – how do pensions end and what happens then?

Importantly we focus on both the theory (as set out in the relevant legislation) and its practical application.  Our SMSF experts explain how key strategies work and when they are effective as well as how to implement them in practice.

Price

$495 Inc. GST

Locations & Dates

Newcastle | Monday 11 March

Perth | Tuesday 12 March

Sydney | Thursday 14 March

Toowoomba | Monday 18 March

Brisbane | Wednesday 20 March

Melbourne | Thursday 21 March

Parramatta | Thursday 21 March