Grant Abbott's SMSF Strategy Course

Riddle me this:

1. Can an accountant and tax agent advise on SMSFs without a license?
2. Can a SMSF run a business?
3. Can you pay a death benefits pension to a grandchild tax free?
4. Can a SMSF invest in Ethereum?
5. Can a SMSF engage in property development with a related party?
6. Are there tax advantages to contribute in excess of the concessional contributions caps?
7. Can a six member super fund have only one trustee?
8. Can members live in Italy and still have an Australian SMSF?
9. Can related party company shares be transferred into a SMSF?

Well if you answered No to any of the above you have got some learning to do. Of course everything depends on circumstances but Grant promises that he can show you not only the laws and ATO guidelines so you can confidently say "YES" to the above but more importantly how to make the strategies happen.

BONUS: All attendees will receive a copy of Grants - "The Guru's Guide to SMSFs".

1. Why be a SMSF Strategist

SMSFs are now 28 years old and have more than $800 Bn in assets and are essentially investment vehicles with accounts and audit thrown on top. No strategy, no planning, too much taxation and absolutely no smart estate planning. Let's face it anyone who believes a BDBN belongs in a SMSF is from a different century!

Strategy is where it is at and the only person who has been strategising from the start, Grant Abbott, promises to make you a SMSF Strategist. Not only in name but professionally with an accredited course that has more strategies in the first morning than you will find in any three day conference. This is the real deal to get your SMSF confidence riding at an 8 out of 10.

2. But it is not for everybody

If you are an accountant or financial planner focused just on investments and SMSF accounting and don't want to do strategies, you probably don't want to spend three strategy days with Grant. BUT if you are looking for an edge, the how tos, the strategies that will make a real difference to your clients, then this course is for you. Guaranteed.

3. What you get

You will learn strategies backed by legislation and ATO rulings. Grant has spent over 28 years dealing with super strategies, written five books on SMSFs (and you get your own copy as part of the course), presented on SMSFs on more than 2,000 occasions, was a driver in the establishment of the SMSF Association and well, really knows his SMSF stuff. You will get the benefit of learning what is in his head, the simple way he builds strategies, how to document and create Family SMSFs, build bloodline SMSFs, maintain separate investment strategies, using enduring powers of attorney to really make the fund zing, building SMSF instalment warrants and so much more.

4.Why this SMSF Course?

The first step is to reskill, retool and rewire your SMSF brain.  If you have an existing qualification for providing advice on SMSFs or a specialist SMSF accreditation from the SMSF Association or one of the accounting bodies, then it is a start.  You know your way around the legislation in a broad sense but now comes the fun, reading, relating and building on what you know for multi-member funds.  The best person to help you achieve that in as quick a time as possible - Grant Abbott.  

Grant has taught more than 1,500 accountants and planners to be SMSF strategists including many of the leading lights in the industry. He is the pioneer of SMSF strategies from all sides and angles - divorce, dementia, blended families, segregated investment strategies, imputation and tax credit costing, family asset protection, family asset streaming on death, capital and income streaming in SMSF unit trusts and the list goes on and on. With all families being different, SMSF strategies are built, bespoke for a family, from the ground up.  They don't come in a can and you cannot learn them from the internet or going to 100 SMSF conferences.  You need to get involved, sleeves rolled up with Grant, poring over the laws and building Family SMSF case studies.  So if a client comes to you and says that their granddaughter has been diagnosed with Leukaemia and they want to help out financially, you have the tools and strategy to do that in an instant plus get a tax deduction for it!  A SMSF to the family's rescue.

5. The materials and resources

The foundation for the four day course is Grants "The Guru's Guide to SMSFs" as well as the Superannuation Legislation 2022. On enrolment a copy of "The Guru's Guide to SMSFs" will be forwarded to each participant as well as a link to the Super Laws. 

In addition there are more than 30 videos, an extensive resource library of ATO rulings, case studies and SMSF client presentations for participants post the course for perennial access to refresh, enhance and recapture key concepts, ideas, knowledge and strategy from the three day course.

6. Is there CPD available?

 There are 20 CPD hours for FASEA, Tax Practitioners Board and also the Succession Asset Protection and Estate Planning Advisers Association.

7. Wrap Up

Being a SMSF Strategist is a gift but if you don't know what you don't know, you will never get there. Come and learn to be your best and more importantly offer your client something special. It does not matter whether you are new to SMSFs, an experienced practitioner or auditor - you will learn more than you can ever know.

PLUS the course is mapped to all of the following competency standards for providing advice on SMSFs - standards Grant helped write.