SMSF Essentials New SMSF Auditor competency requirements - effective now



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TRAINING SMSF Essentials New SMSF Auditor competency requirements - effective now September December 200 New competency requirements for SMSF auditors are now in effect. Ensure you re up-to-date with the latest information to complete SMSF audits to the high standards required by the ATO. Develop in-depth knowledge to confidently complete an SMSF audit and ensure the ongoing success of your client s SMSFs. See inside for new programs Quality programs that deliver better results Fulfil CPD competency requirements within these key areas: Superannuation training Financial/compliance audit training Financial accounting training

What are the new SMSF Auditor competency requirements? CPA Australia in collaboration with the Institute of Chartered Accountants (ICAA) and the National Institute of Accountants (NIA) have developed new competency requirements to ensure all members who undertake self-managed superannuation fund (SMSF) audits are equipped with the knowledge and expertise to perform these complex audits. Minimum requirements have been stipulated for all members who undertake audits of SMSFs for the financial year commencing on or after 1 July 200. In particular, members must complete ongoing Continuing Professional Development (CPD) to ensure their skills and knowledge are inline with the ever-changing SMSFs regulatory requirements. Fulfil your CPD competency requirements with CPA Australia s wide range of workshops which will provide you with in-depth knowledge to confidently complete an SMSF audit. What are the CPD competency requirements? Prior to commencing in the area of SMSF audits, all members must complete a course in audit of SMSFs that complies with the requirements of CPA Australia, covering these key areas: Client acceptance and retention Audit planning Controls evaluation and testing Substantive testing Forming an opinion The compulsory component can be fulfilled with one of the following courses: SMSF financial statement audit SMSF compliance audit Audit of self-managed super funds Members must also complete at least 30 hours of relevant professional development over a rolling three-year period comprising of the following as a minimum for each category: hours of superannuation training hours of financial/compliance audit training hours of financial accounting training The remaining 10 CPD hours can be made up of structured or unstructured training in any of the above three areas. It is important to note that not all CPD hours of the workshops and e-learning programs listed in this brochure will qualify for the new competency requirements. The competency requirement hours are delineated by the Allocated hours field for each product throughout the brochure. Compliance with the competency requirements will be monitored through CPA Australia s quality assurance program. For more information about the new SMSF competency requirements please visit cpaaustralia.com.au/cpd/smsfrequirements.pdf. What s new Look for this icon to see the latest CPA Australia SMSF topics on offer What s inside: Financial accounting Accounting standards update 6 Annual financial reports understanding disclosures 5 Producing annual financial reports 6 Understanding key accounting standards in a day 7 Financial/compliance audit A guide to the new auditing standards Audit of self-managed super funds Financial investigations & forensic accounting SMSF financial statement audit 3 SMSF compliance audit 3 Superannuation or SMSF Borrowing via self-managed super funds 9 Quarterly super update 7 RG16 Superannuation module Simplified super a one day intensive 9 SMSFs investment and trustee issues SMSFs taxation, legislation and regulations LOCATION ADDRESS Brisbane CPA Centre, Level 7, 307 Queen St, Brisbane Melbourne CPA Centre, Level 2, 35 Bourke St, Melbourne Mulgrave Perth Church of Christ Theological Centre, -60 Jacksons Rd, Mulgrave CPA Centre, Level 1 Australia Place, 15-17 William St, Perth Parramatta Crowne Plaza Parramatta, 30 Phillip St, Parramatta Sydney CPA Centre, Level 3, 111 Harrington St, Sydney To register or purchase online, visit cpaaustralia.com.au/cpd or call 1300 57 705

Financial / Compliance audit These topics contribute to the compulsory requirements Self-managed super funds audit workshops NEW PROGRAMS These half-day workshops will take you through the requirements of completing a financial statement and compliance audit on an SMSF. Supported by case study examples, you will work through the issues and requirements faced by auditors. SMSF financial statement audit Become familiar with the audit requirements in order to comply with the relevant accounting standards, reporting requirements and documentation files necessary to support your financial statement audit. This workshop will take a practice-based focus and consider the typical issues you will face in auditing SMSFs. The relevant accounting and auditing standards to regard in your audit Your audit plan, procedures and working paper requirements Valuation issues Your audit report and management letter Meeting ATO requirements Problem and risk areas identified by the regulators Practice management issues that should be considered Know how to complete a financial statement audit consistent with mandatory requirements Be aware of audit issues to consider in the audit of an SMSF Understand your reporting requirements as an auditor Identify documentation requirements for your audit file SMSF compliance audit Learn the compliance audit requirements and best practice approaches necessary to ensure your SMSF audits comply with the SIS Act 1993 and Regulations The requirements of a compliance audit and the key areas of SIS that need to be considered Common breach areas Developing your audit plan and program Your documentation file what it should look like Reporting requirements ATO focus areas Practice management issues that should be considered Understand the core SIS provisions that should be considered in your audit Understand the requirements in undertaking a compliance audit Identify the requirements of your audit plan and work program Understand the documentation requirements for your audit file Identify reporting requirements and actions required where breaches are identified Take away reference material Upon completion of these workshops, you ll receive a comprehensive course manual detailing theories discussed in the workshops, as well as important issues and discussion points, detailed case study examples and PowerPoint slides. Presenter information These programs have been written by, and will be presented by, the audit team at Hayes Knight. The workshop notes and presentation will have a practice focus and include experiences and material used in practice. Led by Greg Hayes FCPA, all presenters will be directors or managers at Hayes Knight, experienced in the audit of SMSFs. Greg Hayes is a fellow of CPA Australia, the Taxation Institute of Australia and the Australian Institute of Management, and heads up the tax and corporate finance team of Hayes Knight in Sydney. He specialises in strategic planning techniques, including professional practice management. These techniques have enabled the growth of the Hayes Knight Group, who are now listed in the top 20 firms in Australia. Perth 2016 2 Nov.30am 12.30pm Brisbane 2016 2 Nov.30am 12.30pm Melbourne 2016 19 Nov.30am 12.30pm Sydney 2016 6 Nov.30am 12.30pm Early bird $330.00 Group $330.00 Member $363.00 Non-member $71.90 Perth 2017 2 Nov 1.30pm 5.30pm Brisbane 2017 2 Nov 1.30pm 5.30pm Melbourne 2017 19 Nov 1.30pm 5.30pm Sydney 2017 6 Nov 1.30pm 5.30pm Early bird $330.00 Group $330.00 Member $363.00 Non-member $71.90 3

d Financial / Compliance audit This topic contributes to the compulsory requirements Audit of self-managed super funds Discover how you can apply audit concepts and procedures to obtain sufficient evidence to determine trustee compliance. During this in-depth session you will review real-life case studies and receive up-to-date reviews of key areas of complexity when auditing an SMSF. The legislation governing superannuation funds and the powers of the ATO Interpretation and application of auditing standards to super fund audits Guidance on auditor independence Inherent risk considerations, testing plans and approaches to risk assessment How to audit the valuation of complex investments Auditor compliance requirements Auditor reports and qualified audit report considerations Understand current legislation and compliance requirements Understand the impact of the changes to the auditing standards Be equipped to tackle difficult areas Develop and design comprehensive and efficient audit plans and programs Understand and implement best practice audit techniques The ability to implement tools including a compliance checklist Know how to apply the auditing standards during the course of the audit A guide to the new auditing standards By working through this comprehensive set of four learning manuals, you ll explore a range of case studies and activities to understand the substantial changes to the auditing standards, and apply these changes in your own workplace. An introduction to the new audit environment Quality assurance Audit planning Risk assessment Audit documentation Audit evidence Reporting and assertions Demonstrate a thorough understanding of the changes to the auditing standards Implement the auditing standards in your own workplace Adhere to all mandatory requirements outlined in the standards Manual 1 Introduction and quality assurance Manual 2 Planning and risk Manual 3 Audit documentation and evidence Manual Reporting and assertions A guide to the New Auditing Auditing Standards Standards Manual 1: Introduction and Quality Assurance A guide to the New Auditing Standards Manual 2: Planning and Risk A guide to the New Auditing Standards Manual 3: Audit Documentation and Evidence A Guide to the New Auditing Standards - Manual : Reporting and Asserti A guide to the New Auditing Standards Manual : Reporting and Assertions Financial investigations and forensic accounting This intensive one-day program has been developed to provide a definitive stepby-step guide to conducting audits of financial statements. You will be provided with detailed guidance on fraud detection, investigation and prevention based on the real life experience of forensic practitioners. Understanding the importance of auditor attributes and attitudes the importance of setting your mind to discover fraud Identifying different types of fraud: - Financial statement fraud - Asset misappropriation - Corruption Impact of fraud The forensic investigation process Using techniques and tools Documentation of evidence Writing the report Understanding the auditor s approach to fraud detection Effectively strategise, process, store and distribute information Identify various fraud indicators and different types of fraud Utilise resources and tools to complete an audit Understand the processes when fraud is discovered Determine how to build and present a fraud case Understand the impact fraud can have on your organisation d to the New Auditing Standards - Manual 3: Audit Documentation and Evidence A Guide to the New Auditing Standards - Manual 2: Planning and Risk Brisbane 2001 1 Nov 9.00am 1.00pm Melbourne 200 1 Oct 9.00am 1.00pm 20201 7 Nov 29.00pam 61.00pm Sydney 200 Sep 9.00am 1.00pm 2001 2 Nov 9.00am 1.00pm 2025 26 Nov 9.00am 1.00pm Early bird $330.00 Group $330.00 Member $363.00 Non-member $71.90 A 200 assurance rance A Guide to the New Auditing Standards - Manual 1: Introduction and Quality Assurance 2 OPTIONS CODE HOURS Learning manuals CPD120 2 PRICING (inc. GST) VALID TO 31 DEC 0 Member $555.50 Non-member $722.15 Brisbane 2052 12 Sep 9.00am 5.00pm Melbourne 2052 19 Sep 9.00am 5.00pm Sydney 2052 2 Sep 9.00am 5.00pm Early bird $561.00 Group $561.00 Member $616.00 Non-member $00.0

Financial accounting SAVE Register for this workshop and Producing annual financial reports building from your trial balance on page 6 and save! Annual financial reports understanding disclosures This program will assist you in understanding the disclosure requirements in financial statements, which do not relate directly to the primary statements. You will review some of the more complex disclosures and work through practical activities and real-life examples to allow you to apply and practise compiling these disclosures in your workplace. Conduct high quality audits and gain the confidence of your clients You will be guided through understanding and interpreting the correct way to prepare sundry disclosure notes required for a set of financial statements in accordance with the accounting standards. Specifically, the program will cover: AASB 12 Related party disclosures AASB 112 Income taxes AASB 133 Earnings per share Commitments and contingent liabilities AASB 7 Financial instruments AASB Operating segments AASB 10 requirements Understand the key themes of AASB 101 Understand the importance of disclosures to users of accounts Prepare and understand sundry disclosure notes Workshop features Disclosure checklist entailing the full list of disclosure requirements Practical group activities Exchange ideas with your peers Comprehensive course manual detailing theories discussed in the workshop, as well as important issues and discussion points CD-ROM and online features Try for Yourself scenarios and interactive activities Video introductions highlighting key learning objectives and outcomes Links to extensive resources and further reading materials Brisbane 2756 2 Dec 9.00am 1.00pm Melbourne 2756 26 Nov 9.00am 1.00pm Perth 2756 Dec 9.00am 1.00pm Sydney 2756 25 Nov 9.00am 1.00pm Early bird $297.00 Group $297.00 Member $330.00 Non-member $29.00 PRICING FOR THIS WORKSHOP AND PRODUCING ANNUAL FINANCIAL REPORTS (inc.gst) Early bird $671.00 Group $671.00 Member $737.00 Non-member $96.00 6 OPTIONS CODE HOURS CD-ROM CPD012 6 Online CPD12 6 CD-ROM PRICING (inc. GST) VALID TO 31 DEC 0 Member $330.00 Non-member $29.00 ONLINE PRICING (inc. GST) VALID TO 31 DEC 0 Member $26.00 Non-member $371.0 5

Financial accounting SAVE Register for this workshop and Annual financial reports understanding disclosures on page 5 and save! Producing annual financial reports Building from your trial balance This in-depth, practical program outlines the steps required to meet reporting requirements both within the organisational environment determined by your finance department and in accordance with the accounting standards. You ll be guided through how to prepare an organisation s financial reports using a final trial balance, and other background information. You will take the information from the trial balance and construct an income statement, statement of changes in equity, balance sheet, statement of cash flows and the notes to accompany the financial statement. Financial reporting framework under Australian law AASB 101 Presentation of Financial Statements Form and content of financial reports Preparation and presentation of the income statement; statement of changes in equity; balance sheet; statement of cash flow; notes to the financial statements Produce a set of primary statements and related notes that comply with current Australian accounting standards and the Corporations Act 2001 Identify related notes and include this information in the financial statements Understand the key themes of AASB 101 Appreciate the common problems and solutions in respect to the preparation of your financial reports Workshop features Know your obligations and understand the financial reporting framework Be able to complete a full set of financial statements from your trial balance up Explore detailed case studies and real-life examples CD-ROM and online features Choose your preferred learning activities, including video, theory, case studies and self-assessments Links to extensive resources and further reading materials Accounting standards update Corporate / SME Sector In just three hours, the half-yearly Accounting standards update will provide you with information about the changes in financial reporting that may have occurred in the previous six months: Changes in accounting standards Exposure drafts issued Relevant ASIC pronouncements Changes in auditing standards which may affect your organisation AASB interpretations issued Other relevant changes These sessions will give you an understanding of the future direction of IFRS, and where time permits, you ll gain information regarding contentious issues during the previous reporting period and/or difficult accounting standards. Understand recent changes in the standards Competently revise your policies and procedures, ensuring compliance Know when to implement required changes in a scheduled and timely manner Apply theory into practical applications Understand what is next for IFRS Brisbane 271 1 Dec 9.00am 5.00pm Melbourne 272 25 Nov 9.00am 5.00pm Perth 271 5 Dec 9.00am 5.00pm Sydney 272 2 Nov 9.00am 5.00pm Early bird $62.00 Group $62.00 Member $506.00 Non-member $657.0 PRICING FOR THIS WORKSHOP AND ANNUAL FINANCIAL REPORTS - UNDERSTANDING DISCLOSURES (inc.gst) Early bird $671.00 Group $671.00 Member $737.00 Non-member $96.00 12 L1 OPTIONS CODE HOURS CD-ROM CPD011 12 Online CPD15 12 CD-ROM PRICING (inc. GST) VALID TO 31 DEC 0 Member $506.00 Non-member $657.0 ONLINE PRICING (inc. GST) VALID TO 31 DEC 0 Member $62.00 Non-member $600.60 3 Brisbane 276 3 25 Nov.30am 11.30am Melbourne 27 3 1 Nov.30am 11.30am Mulgrave 277 3 13 Nov.30am 11.30am Perth 276 3 Dec.30am 11.30am Parramatta 27 3 1 Nov.30am 11.30am Sydney 277 3 13 Nov.30am 11.30am Early bird $220.00 Group $220.00 Member $231.00 Non-member $300.30 6

Final update for 200 Understanding key accounting standards in a day Gain an insight into the fundamentals of the Australian accounting standards, with this technical and interactive program, covering a number of the most commonly used standards within all sectors. Through case studies and practical examples this program will provide an in-depth overview of the standards. You ll focus on the following standards: Presentation of financial statements (AASB 101) Statement cash flow (AASB 107) Accounting policies, changes in accounting estimates and errors (AASB 10) Inventories (AASB 102) Investment properties (AASB 10) Property, plant and equipment (AASB 116) Impairment of assets (AASB 136) Borrowing costs (AASB 123) Non-current assets held for sale and discontinued operations (AASB 5) Leases (AASB 117) Employee benefits (AASB 119) Provisions, contingent liabilities and contingent assets (AASB 137) Revenue (AASB 11) Income taxes (AASB 112) Related party disclosures (AASB 12) Events after the balance sheet date (AASB 110) Identify the major accounting principles and disclosure requirements contained in several of the AASB accounting standards Apply the principles learned throughout the program in a practical setting Calculate relevant amounts to be included in the financial statements in accordance with the principles contained under accounting standards CD-ROM and online features Try for Yourself scenarios Learn in your own time, at your own pace Interactive activities Please note: Standards not included within this program will be subject to a separate program. For more information, visit cpaaustralia.com.au/cpd Quarterly super update These updates will take into account recent case law, legislative changes, Government policy announcements, and ATO rulings and publications. They will give you a nuts-and-bolts analysis of what they mean to you and your clients. SMSF compliance issues Employer super obligations Contribution caps and planning Employment termination payments Pension rules and strategies Each workshop will also focus on a special feature* topic such as: Government focus on SMSF governance Employer contributions for temporary residents The proposed SG clearing house and other SG compliance matters *Special topics subject to change Gain an understanding of the latest developments in super, be able to apply that knowledge in a practical manner and expand your knowledge on the special topic area. Also available audio download For a high-level overview of the most recent changes in super at a time that suits you, the Quarterly super summary one hour audio download is also available. Visit cpaaustralia.com.au/cpd Most useful presentation I have been to recently B.MITCHARD, SA 12 L1 per topic OPTIONS CODE HOURS CD-ROM CPD00 12 Online CPD136 12 CD-ROM PRICING (inc. GST) VALID TO 31 DEC 0 Member $506.00 Non-member $657.0 ONLINE PRICING (inc. GST) VALID TO 31 DEC 0 Member $62.00 Non-member $600.60 Brisbane 2503 2 Dec 9.00am 1.00pm Melbourne 2503 Dec 9.00am 1.00pm Perth 2503 2 Dec 9.00am 1.00pm Sydney 2503 2 Dec 9.00am 1.00pm PRICING PER (inc. WORKSHOP GST) (inc. GST) VALID TO 31 DEC 0 Member $26.00 Non-member $371.0 7

Superannuation SAVE Register for both SMSF workshops and save! RG 16 Module : Superannuation Superannuation is the centrepiece of Australia s wealth accumulation industry and understanding it is at the heart of good financial and retirement planning. As superannuation is a compulsory part of an Australian employee s remuneration, it is a crucial part of financial planning. Australia s retirement income system; its development, structure and operations The legislation and regulations governing superannuation The regulations for termination payments and Reasonable Benefit Limits (RBLs) The prevailing taxation and social security regulations Providing advice in superannuation both for wealth accumulation and for retirement This module builds on the RG 16 Financial Advice Foundation to provide ASIC compliance in superannuation. It also provides a basis for further modules on self-managed superannuation funds. For further information on RG 16 visit https://www.cpaaustralia.com.au/ links?366_133 Self-managed super funds workshops SMSFs investment and trustee issues This updated workshop incorporates the new superannuation rules, how to maximise the changes in your investment strategy, and understanding your legal liability as a trustee or as an adviser or service provider for an SMSF. The workshop will provide you with a thorough understanding of the superannuation investment function and your obligations. It examines the legal requirements using a case study. Regulatory environment General investment restrictions Specific SIS investment restrictions Investment strategy and formulation Managing outsourcing and service providers Trustee duties and powers Devise an investment strategy Understand the responsibilities and liabilities associated with outsourcing Comply with investment reporting requirements Ensure regulatory limitations are adhered to I cannot stop praising this particular seminar. More than excellent C. ARMAN, VIC SMSFs taxation, legislation and regulations This workshop provides a comprehensive overview of the requirements relating to SMSFs. It focuses on the specific taxation, legislation and operational requirements that apply to SMSFs, their implications and how to ensure that your processes are fully compliant. The changing world of SMSFs - The simpler super changes The context of SMSFs The member s view of super - Investment and planning for SMSFs Running the SMSF - Audit and taxation requirements Income streams Understand the tax, legal and regulatory requirements for SMSFs Understand the processes involved in establishing and managing SMSFs Explore issues relating to the accounting and administration of SMSFs L1 L1 OPTIONS CODE HOURS Learning manuals NO0399 0 PRICING PER MANUAL (GST FREE) VALID TO 31 DEC 0 Member $62.00 Brisbane 2511 6 Oct 9.00am 1.00pm Melbourne 2511 6 Oct 9.00am 1.00pm Perth 2511 6 Oct 9.00am 1.00pm Sydney 2511 1 Oct 9.00am 1.00pm PRICING PER WORKSHOP (GST Free) Early bird $22.00 Group $22.00 Member $26.00 Non-member $33.20 PRICING FOR BOTH WORKSHOPS (GST Free) Early bird $50.00 Group $50.00 Member $600.00 Non-member $770.00 Brisbane 2516 3 Nov 9.00am 5.00pm Melbourne 2516 2 Nov 9.00am 5.00pm Perth 2516 3 Nov 9.00am 5.00pm Sydney 2516 17 Nov 9.00am 5.00pm PRICING PER WORKSHOP (GST Free) Early bird $07.00 Group $07.00 Member $51.00 Non-member $56.30 PRICING FOR BOTH WORKSHOPS (GST Free) Early bird $50.00 Group $50.00 Member $600.00 Non-member $770.00

Superannuation More over page Simplified super a one day intensive Learn how Simpler super has evolved into Better super and get up to date with all the latest opportunities. An overview of Better super The impact of age on superannuation and social security systems Contribution strategies including how to avoid a tax rate of 93% Borrowing in super Tax on lump sum benefits and income streams Taxation of termination payments made by employers and the unintended consequences Regulatory pressure on self-managed super Be up to date with the evolution of Simpler super To make tax-effective contributions Be able to apply the new flexibility in the rules for paying lump sums and pensions Identify new strategies for wealth accumulation and estate planning Simplified super one year on Borrowing via self-managed super funds NEW PROGRAM This new three-hour workshop will cover amendments to the SIS Act 1993 made in September 2007 that allow super fund trustees to make geared investments. Provided that specific conditions are met, superannuation funds can now borrow to purchase all types of investments including property and listed securities, as well as instalment warrants. Using practical case studies that illustrate the practical applications of the amendments, you will be able to identify the issues that may arise and how borrowing strategies can now be utilised. Why is an SMSF such a powerful tax structure? The capping rules explained The restrictive nature of preservation Borrowing to buy assets in an SMSF, taxation structures vs. the investment decision A short history lesson, typical structures under old rules A step further the new rules explained Section 67(A) of the SIS Act, and subsection ss71() Borrowing features Case studies on typical applications of the process and strategies Be aware of the absolutely entitled beneficiary issues Capital gains tax, stamp duty and GST issues The investment decision Understand the application of the law in regards to borrowing via SMSFs Be able to apply practical knowledge to take advantage of these amendments Author/Presenter Murray Wyatt is a Fellow of CPA Australia and has a Specialist designation in professional financial planning. With a professional career commencing in 1972, Murray has considerable experience both as a practising accountant, financial planner and superannuation retirement consultant. Murray has attended confidential briefing workshops to assist the government with the drafting and implementation of legislation at the request of the Australian Taxation Office and Treasury. He has also played a significant part in the development and implementation of superannuation policy and legislation. For nine years, Murray was the chairman of CPA Australia s Superannuation Centre of Excellence. He has also been a member of the Superannuation Advisory Committee as well as the Joint Superannuation Committee of CPA Australia and ICAA. Sydney 2521 9 Oct 9.00am 5.00pm Brisbane 2521 2 Oct 9.00am 5.00pm Melbourne 2521 5 Nov 9.00am 5.00pm Perth 2521 2 Oct 9.00am 5.00pm Early bird $51.00 Group $51.00 Member $95.00 Non-member $63.50 Be able to advise clients on the best strategy to make the most of these amendments Take away reference material Upon completion of this workshop, you ll receive a comprehensive course manual detailing theories discussed in the workshop, as well as important issues and discussion points, detailed case study examples and PowerPoint slides. 3 Brisbane 2530 3 25 Sep 9.00am 12.00pm Melbourne 2530 3 1 Sep 9.00am 12.00pm Perth 2530 3 16 Sep 9.00am 12.00pm Sydney 2530 3 19 Sep 9.00am 12.00pm Early bird $220.00 Group $220.00 Member $231.00 Non-member $30.00 9

1 Choose your training option ORDER FORM 200 SMSF Essentials September - December 1.1 Choose how you would like to train Attend the workshop/s B Go to 1.2 Use the CD-ROM B Go to 1.2 Use the learning manual B Go to 1.2 CODE 007 TR Enquiries 1300 57 705 1.2 Register for a workshop / Order a CD-ROM or learning manual Please provide workshop name, date, location, code, fee and tick if registering a group. Registration closes 2 days prior to each event. NOTE: dates and venues may change. Refreshments are provided for most workshops. Dress code is smart casual. WORKSHOP / CD-ROM DATE CITY CODE $ FEE GROUP $ $ Learn online B Register online at cpaaustralia.com.au/cpd Do not continue filling out this form $ $ $ 2 Register your details 2.1 Are you a CPA Member? Yes B Provide your membership no. No B Provide your non-member ID 2.2 Provide your name and details Copy this form for multiple registrations Mr Miss Mrs Ms Other:... First name Last name Organisation Position Postal address private company POSTCODE Contact phone number ( ) Contact email Mobile number Dietary requirements 3 Make your payment 3.1 Enter your fee (incl GST) Total from section 1.2 Ω TOTAL $ 3.2 Choose how you would like to pay Send your payment with this form Pay by cheque or money order Payable to CPA Australia Ltd B Go to 3.3 Pay by credit card Amex Visa Mastercard Diners Card number Expiry date / Name on card 3.3 Send your order and full payment* Fax 1300 65 156 Credit card only Mail Member Administration CPA Australia Ltd GPO Box 220 Melbourne VIC 3001 When we process your payment we will * send you a confirmation letter. Present this letter to gain entry. Ω Cardholder s signature Date Agree to terms & conditions CPA Australia Ltd ABN 6 00 392 52 By signing this form you agree to the following terms and conditions 1 Registrations and orders for online products, workshops, e-learning CD-ROM and paper-based products ( Program/s ) must be accompanied by full payment. Postage and handling is included in the cost where relevant. Receipts will only be issued upon request. 2 It is intended to supply the Program/s in Australia within 15 working days from receipt of payment. Refunds will be granted under certain circumstances. Please contact the Member Administration Hotline on 1300 57 705 for refunds or replacement. Allow up to 15 days for replacement of the product. 3 The Program/s is/are sold for individual and private use only and protected by Australia copyright laws. The Program/s cannot be copied, reproduced, adapted, stored in a retrieval system, transmitted or sub-licensed without the prior written permission of CPA Australia Ltd (CPA Australia). Any unauthorised copies sold, leased, imported, distributed or publicly exhibited for trade purposes constitute an offence and attract civil and criminal penalties. For permission to reproduce or otherwise deal with the Program/s a request in writing is to be made to CPA Australia s Legal Business Unit, CPA Australia, Level 2, 35 Bourke Street Victoria. CPA Australia reserves the right to alter the Program/s without notice, however the Program/s are intended to be provided as advertised. 5 CPA Australia reserves the right to cancel face-to-face workshops due to insufficient numbers. Registrants will be notified and refunded in full should this occur. 6 Registrants wishing to cancel or transfer a face-to-face workshop, must advise CPA Australia in writing at least 5 working days prior to the date of the face-to face workshop. Registrants will otherwise be liable for payment. Transfers are subject to the applicable registration rate and additional payment may be required. 7 The information expressed in any Program/s represents the opinions of the author and not necessarily those of CPA Australia or its members. The content of these Program/s is for general information only. It is not intended as professional advice. For professional advice you should consult a suitably qualified professional. CPA Australia expressly disclaims all liability for any loss or damage arising from reliance upon any information on these Program/s. NB All CD-ROM and online products are PC compatible only. CD-ROM, paper-based and online product prices are subject to change. You also agree to this Privacy Statement CPA Australia Ltd (CPA Australia) (ABN 6 00392 52) protects the privacy and security of information provided by you. By completing this form, you agree to the use of your personal information by CPA Australia to contact you about our products and services, to disclose to third parties providing services to CPA Australia, and for internal purposes. CPA Australia processes payments for CPD Events using online technologies. All transactions processed by CPA Australia meet industry security standards to ensure your details are protected. Tax invoice: Where an individual registration is for less than $1000 (incl GST) this document becomes a tax invoice for GST purposes upon completion of payment. NOTE: Individual forms must be completed for each attendee. Please sign and date below. Ω Signature To agree & for tax invoice Date If you do not wish to receive further CPD information by mail, tick the box and fax to CPA Australia on 1300 77 673 (do this in addition to mailing/faxing your order) I do not wish to receive CPD material by mail CPA75296 05/200