Free Live Webinar · Wednesday 16th December 2026 · 1:30 PM AEDT
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Discretionary Audit & SMSF

Understanding Key Considerations and Compliance

Explore important considerations around discretionary trusts, SMSF audits and compliance. Join industry experts for practical insights into legal and accounting perspectives.

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Free to attend

1 CPD point

Certificate of attendance

Recording included

Your host & guest speaker

Meet your speakers

Parth Gandhi
Founder & CEO, Portal 360

Parth Gandhi is the Founder and CEO of Portal 360, an AI-powered practice management platform designed to help accounting firms manage clients, workflows and operations. With experience in technology and digital transformation, Parth works closely with accounting professionals to improve efficiency and modernise their practices.

Annie Pang
Founder & Principal Solicitor, Lucent Legal

Annie Pang is the Founder and Principal Solicitor of Lucent Legal, a boutique property law firm operating across Queensland, New South Wales, Victoria and Tasmania. With top-tier legal training, Annie works closely with accounting professionals and brings practical legal insights into discretionary trusts, SMSFs and related legal considerations. Through Lucent Legal and Lucent Advisory Group, Annie brings together legal and accounting expertise to help clients navigate structuring and compliance requirements.

What you'll learn

Understanding Discretionary Trusts and SMSF Considerations

Explore key considerations around discretionary trusts and SMSFs, including audit requirements, compliance and the importance of aligned legal and accounting advice.

Discretionary Trusts

Understand key structures, responsibilities and considerations.

SMSF Fundamentals

Explore important aspects of Self-Managed Super Funds.

Audit Considerations

Understand key areas to consider during SMSF audits.

Compliance Requirements

Explore regulatory obligations and compliance matters.

Common Challenges

Understand common issues and areas that require attention.

Risk Management

Identify potential risks and important considerations.

Legal & Accounting Alignment

Understand how legal and accounting professionals can work together.

Practical Insights

Gain useful perspectives to better support your clients.

Better understanding. Stronger compliance. More informed decisions.Smarter workflows.

See the discussion in action

Learn from industry experts. Hear practical insights from Parth Gandhi and Annie Pang as they discuss discretionary trusts, SMSF audits and important legal and accounting considerations.

Register free

Built for the Professionals Behind Every Client Structure

Whether you’re an accountant, bookkeeper, SMSF professional or advisor, this webinar will provide valuable insights into discretionary trusts, SMSF considerations and compliance.

1.
Accountants
2.
Bookkeepers
3.
Practice Managers
4.
Firm Owners
1.
Accountants
2.
Bookkeepers
3.
Practice Managers
4.
Firm Owners

What you'll receive

CPD Point

Add a CPD point to your professional development.

Certificate of Attendance

Receive a certificate after attending the webinar

Webinar Recording

Access the recording to revisit key discussions.

Presentation Slides

Receive the presentation materials and key takeaways from the session.

Exclusive Portal 360 offers

Two offers, just for attendees

Offer 1

A$1*

For your first month on a plan. One flat A$1 covers the core seats of your monthly plan. Then your normal price, from A$29 per user per month ex GST.

Offer 2

FREE to 1 Jan 2027

  • Marketing Studio
  • Working Papers
  • Bookkeeping

Missed a session? Access our previous webinars

Explore our previous webinars and access more insights, discussions and resources for accounting professionals.

Explore webinar resources

Register now

Join us for Discretionary Audit & SMSF

Join Parth Gandhi and guest speaker Annie Pang for an informative session exploring discretionary trusts, SMSF audits and important compliance considerations.

Wednesday, 16th December 2026

1:30 PM AEDT

Online – Join from anywhere

Free to attend

Save your seat

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