Advanced SMSF Training Day

Heffron have been active SMSF practitioners for almost 20 years with one of the largest teams of SMSF experts in the industry. This gives us a unique insight into what really does and doesn’t work when it comes to taking advantage of the strategies we identify.

Heffron’s Advanced SMSF Training Day is designed to arm all SMSF practitioners with the latest strategies to both optimise the opportunities available to SMSF clients, and to avoid potential traps and pitfalls. Importantly, we aim to provide attendees with the knowledge to understand a particular strategy, the ability to identify clients for whom a particular strategy could be explored, and an understanding of the mechanics to practically implement that strategy for clients.

The Advanced SMSF Training Day is designed to include a combination of formal presentations and case studies all with a high level of technical and practical content. The day is divided into four sessions, which are each scheduled to run for at least an hour, which provides us with ample opportunity to explore the topic, and for attendees to ask questions of the speakers or debate a particular issue during the session.

No prior training is required to attend Heffron’s Advanced SMSF Training Day, however, the content has been created for experienced SMSF practitioners with sound knowledge levels. SMSF practitioners who would benefit from this content include financial advisers, accountants and administrators, SMSF auditors, tax agents, lawyers and estate planning specialists.

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, presented by experts and well supported by papers and other material.

Heffron's Advanced SMSF Training Day has consistently achieved the highest CPD accreditation for a one-day SMSF training course in Australia. It is a must for SMSF professionals seeking the highest quality SMSF training. In 2016, for example, the Advanced SMSF Training Day was awarded 25 CPD points from the SMSF Association and 8.75 CPD hours from the FPA.

Course Dates for 2017

  • Friday, 18 August 2017 - Newcastle - NEX Newcastle Wests, City, 309 King Street, Newcastle West NSW 2302 (Registrations now closed.  Please email for late registration)
  • Tuesday, 22 August 2017 - Brisbane - Karstens: Level 24, 215 Adelaide Street Brisbane 4000 (Registrations now closed.  Please email for late registration)
  • Thursday, 24 August 2017 - Melbourne - Karstens: 123 Queen Street Melbourne 3000 (Registrations now closed.  Please email for late registration)
  • Tuesday, 29 August 2017 - Adelaide - The International Visualisation Centre:19 Young Street Adelaide 5000
  • Thursday, 31 August 2017 - Perth - ATI-Mirage: Level 1, 863 Hay Street Perth 6000
  • Tuesday, 5 September 2017 - Sydney - Karstens: Level 1, 111 Harrington Street Sydney
  • Thursday, 7 September 2017 - Canberra - Wizard Corporate Training: Level 1, 15 Moore St Canberra 2061


$990 (inc GST) for previous attendees

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$1,100 (inc GST) for new attendees 

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Course Agenda

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