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JOIN US ON THIS TROPICAL PARADISE ADVENTURE Let’s face it, CPD is a necessary evil that can be time consuming and boring. Why should you spend big money and waste time sitting through the same old powerpoint presentations. Well now you don’t have to. CST Corporate Solutions has teamed up with People Builders to bring you another dose of fun at CPD in Paradise. REGISTER NOW. THE SMSF EXPERT CST CORPORATE SOLUTIONS PRESENTS $198 per person CPD IN PARADISE 2012 CAIRNS JULY 6 & 7• PULLMAN REEF RESORT

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Page 1: THE SMSF EXPERTCST CORPORATE SOLUTIONS PRESENTSmarketingforaccountants.com.au/wp-content/uploads/... · Planning and a Professional Certificate in Self Managed Supe rannuation. Pe

JOIN US ON THIS TROPICAL PARADISE ADVENTURE

Let’s face it, CPD is a necessary evil that can be time consuming and boring. Why should

you spend big money and waste time sitting through the same old powerpoint

presentations. Well now you don’t have to. CST Corporate Solutions has teamed up with

People Builders to bring you another dose of fun at CPD in Paradise. REGISTER NOW.

THE SMSF EXPERT

CST CORPORATE SOLUTIONS PRESENTS

$198 per person

CPD IN PARADISE 2012CAIRNSJULY 6 & 7• PULLMAN REEF RESORT

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Time Session Presenter

8.30am - 9.00am Registration

9.00am - 10.30am "The Emotionally Intelligent Accountant"

Studying to be an Accountant rarely includesinstruction on how to be who you need to be tothrive and survive in the fascinating arena called“people”. You have everything in front of you to bethe “technician”, however sometimes that is notenough to ensure you are able to lead yourself,your team and your clients in a way that makes youoverjoyed about coming to work every day. If onlysomeone could teach you how to understandhuman behaviour and how to manage it for yourselfas well as influence others at the same time. Thatrequires more than skill, it requires an ability calledEMOTIONAL INTELLIGENCE

Grant Herbert - “The PeopleBuilder”

10.30am - 11.00am Morning Tea

11.00am - 11.45am “Director Liabilities in 2012 (The end of the World).Why be a director?”,

From the upholding of the doctrine of corporatepersonality by the House of Lords in 1897 inSalomon v A Salomon and Co Ltd to the present,the protection afforded to Directors has beeneroded by legislation, usually under the guise ofpublic benefit. Graham will examine some areas ofrisk for Directors as we move towards the end of2012 – the last year of the Mayan Calendar.

Graham Lancaster - Partner, AccessLaw Group

11.45am - 12.30pm Personal Properties Securities Register (PPSR)

The PPSR has dramatically changed the currentlaw and practice relating to security interests overassets other than land and similar transactions. Itwill affect almost every business and as anaccountant you need to be able to advise your

clients about how it will affect them

Denis Barlin - Barrister

12.30pm - 1.30pm Lunch

1.30pm - 3.00pm Tax Update

Darren and Denis will give us a general tax updateon the changes that impact most on your clients. The presentation will have a focus on issues thathave an impact from a structuring perspective andgeneral tax planning for your clients.

Denis Barlin - Barrister &Darren Shone - Lawler Partners

3.00pm - 3.30pm Afternoon Tea

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DAY ONE (continuted)

Time Session Presenter

3.30pm - 4.15pm The Good, The Bad & The Ugly

Relying on over a decade of accounting firmperformance bench marking data (from the annualGood Bad Ugly bench marking Survey carried out byBusiness Fitness), this session will take you throughwhat the industry’s top performers look like, what thetrends in the profession have been over the pastdecade, and what might lie ahead for the professionin the next two to five years.

Brad Geelan - Businessfitness

4.15pm - 5.00pm Anti Money Laundering Counter Terrorism Act

The 2nd tranche of Anti-money laundering andCounter-terrorism financing (AML/CTF) legislationwill require accountants, lawyers, real estate agentsand jewellers to address money laundering andterrorism financing risks. The 2 tranche of thend

AML/CTF legislation will impact directly onaccountants and you will have to adopt newprocesses in your practice. Ian will show you whatyou need to do to prepare yourself for when the 2nd

tranche is enacted.

Ian Fargher - Partner ImpactForensics

DAY TWO

Time Session Presenter

9.00am - 10.30am Death of a Member in an SMSF

This talk will look at what to do in the event of thedeath of a member in an SMSF. It will cover whento change trustees, who can be the new trustee, what benefits can be paid to who and when. It willalso cover anti detriment payments in detail as wellas looking at CGT in light of TR2011/D3.

Peter Johnson - “The SMSF Expert”

.

10.30pm - 11.00pm Morning Tea

11.00pm - 11.45pm Why Outsource your SMSF Admin when you canInsource?

More and more Australian businesses are looking tooutsource the processing of data overseas in orderto save processing costs in their practice. However technology in Australia, if used correctly, is capableof minimising the amount of direct data entry to suchan extent that you do not need to use Outsourcers. This session will discuss the major software andservices available to accountants that will help themto achieve this. On a practical level, Mark willproduce my own 2011 SMSF in 15 minutes, usingsome of this technology

Mark Todman CA

Continued overleaf

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DAY TWO (continued)

Time Session Presenter

11.45pm - 12.30pm Adapt or Perish? Taking a smarter approach tomarketing your business

In the past decade, the business world hasn’t justchanged - it has been turned inside out. The YellowPages is shrinking and newspapers are struggling,yet online marketing and social media is goingthrough explosive growth. What does this mean forthe accounting profession? And how canaccountants adapt to and incorporate new marketingstrategies to grow their businesses in thisever-changing environment? In this entertaining andpractical session, Peter will show you what iscurrently working and what is not, and will give youan array of techniques and tools that you can put touse straight away in your business for immediateresults.

Peter Chaly - Founder of Marketingfor Accountants

Presenter Profiles:

Grant Herbert

Grant is is a Human Behaviour Expert & World Class BusinessMentor, who specialises in working with professional servicespractices. He has over 25 years experience in developingindividuals and teams through his proven change managementstrategies. His World Class Accountancy Practice™ programhelps you get all your team on board with your vision,producing more for you with less.

Denis Barlin

Denis is a Barrister with Wentworth Selborne Chambers. Denisspecialises in taxation and commercial matters and is a wellknown presenter with the Taxation Institute of Australia andInstitute of Chartered Accountants. .

Darren Shone

Darren is a Chartered Accountant and a Tax Partner at LawlerPartners. Lawler Partners are one of Australia’s largestaccounting firms. Darren is a very well known presenter to theprofession on taxation topics.

Brad Geelan

Brad is a Client Development Manager at Business Fitness, aspecialist provider of best practice tools and advice toaccountants which help them to lower their costs of production,increase their capacity to strengthen client relationships, lowertheir risk of non-compliance, profit from going paperless, andcreate more sustainable and saleable practices. Brad hasworked with hundreds of accounting firms throughout Australiasince 1996, helping them to transform the way they work.

Peter Chaly

Peter is passionate about helping businesses seize newopportunities, and has launched many new brands, workedclosely with start-up businesses and turned others around,often with only a miniscule marketing budget standing betweensuccess and failure.

Graham Lancaster

Graham Lancaster is a solicitor and partner at Access LawGroup. Graham is an Accredited Specialist in CommercialLitigation (Insolvency). Graham has been a director of AccessLaw Group since it’s inception and leads their DisputeResolution Team. He specialises in helping clients that areeither close to or in insolvency.

Ian Fargher

Ian is a partner of Impact Forensics and a former AssistantCommissioner of Tax with the ATO Ian has been responsible for the Tax Office’s response to thecash economy and for prosecution of gregious tax agents. Ianwas a member of several senior Tax Office committees such asthose leading high profile investigations and self-managedsuperannuation compliance. Ian currently leads the Universityof Wollongong’s internationally recognised, post graduateMaster of Forensic Accounting Program.

Peter Johnson

Peter is a CPA who also holds a Graduate Diploma in FinancialPlanning and a Professional Certificate in Self ManagedSuperannuation. Peter provides expert advice on SMSFmatters to more than 500 accountants and financial plannersthroughout Australia.

Mark Todman

Mark Todman is a Chartered Accountant with over 30 yearsexperience in the Accounting and Technology industries. Markworks with a number of these technologies on a daily basis plushe has built up a wide expanse of knowledge in this area. Markhas worked with Hungerfords. Hartley Computers, Solution 6,PKF, MYOB and Reckon/APS.