SUPERCONCEPTS BRINGS YOU

Invest in your SMSF education

Given the continuing growth of the SMSF sector, it’s never been more important for trustees and their advisers to obtain and maintain the right level of SMSF knowledge. Whether you are starting out or are a highly experienced adviser, our SMSF education courses have something to offer you.

Practical education for SMSF professionals and trustees


FOR PROFESSIONALS

Starting out in the SMSF Sector or already an SMSF specialist,
we have a range or courses to suit advisers, accountants and their support staff.


 

INTERACTIVE 1 DAY EVENT
Technically rich, practically applied.
Commit to enhancing your SMSF Specialist skills today.

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DETAILED HALF-DAY EVENT
Acquire specific SMSF insights on key SMSF topics such as SMSF borrowing or estate planning

 

1 DAY OR AS PER YOUR REQUIREMENTS
A tailor-made workshop to suit individual groups
(minimum 10 participants).

 

 

HALF-DAY WORKSHOP
SMSF Pathways provides a strong introduction
to key SMSF learning areas.

 

 

IN-DEPTH 3 DAY EVENT
One of the most comprehensive and technically advanced SMSF courses available.

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FOR TRUSTEES

Already have an SMSF and want to increase your knowledge? Been issued an education direction from the ATO and need to respond? Or are you starting out and need further information to work out if an SMSF is right for you?


 

A comprehensive, but engaging overview of the roles and responsibilities of an SMSF trustee, and suitable to undertake to comply with an education direction issued by the ATO.


 

A way to keep up to date with the latest legislative and market developments.

Access our expert educators

Successfully delivering SMSF education since 1993, our team of technical experts are experienced in designing and implementing proven strategies with advisers and trustees on a daily basis.

Peter Burgess

General Manager
Technical and Education Services

Winner of the SMSF Association Chairman’s Award Winner for 2015, Peter is also an expert on SMSF government policy, regulation and technical issues, and acts as our SMSF media spokesperson. Prior to his current role, Peter was National Technical Director for the SMSF Association, previously known as SMSF Professionals' Association of Australia (SPAA).

Phillip La Greca

National Manager, 
SMSF Technical Solutions

Philip is a 35 year veteran of the superannuation industry. He has held a variety of compliance & technical roles providing assistance to financial advisers & accountants as well as involvement with industry associations in the development of responses to government policy.

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David Busoli

National Manager, 
SMSF Education


David is our SMSF Specialist Mentor, helping advisers gain advanced SMSF skills. A financial services practitioner since 1979, he has extensive experience in financial planning, insurance, tax planning, investment advice, stockbroking, and mortgage broking.


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Nicholas Ali

Technical Services Specialist

Nicholas has extensive knowledge and experience having worked as a Financial Planner for 14 years, with particular emphasis on strategic advice to Trustees and Members of Self-Managed Superannuation Funds. He has been a SPAA Specialist Adviser for almost 6 years and has been the Technical Services Specialist at Super Concepts for over 4 years.

Mark Ellem

Policy Director

Mark holds the position of Policy Director at SuperConcepts, Australia’s most experienced SMSF software provider. Mark’s primary role is providing technical and compliance support on SMSFs to financial advisers and accountants as well ensuring that SuperConcepts leading SMSF administration and compliance platform, superMate, is compliant with the latest superannuation and taxation rules.

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Get in touch

If you would like to ask any questions about SMSF education or discuss organising a tailor-made workshop, complete the form below.

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