Acccurium education
   <  Back to Accurium

The realities of related parties in an SMSF

Investments & property

$280.00 +GST

Audience

This event is recommended for all professionals working with SMSFs. 

Audience

Learning outcomes

  1. Identify a related party of an SMSF; 
  2. Explain which assets can be acquired by an SMSF from a related party; 
  3. Differentiate between what is an asset and what is a service; 
  4. Formulate options for an SMSF to engage a related party to perform a service. 
Learning outcomes

Relevancy

This event was recorded live 17/08/2023.

Relevancy

CPD hours

This training provides 2.5 hours accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows: 

  • Technical competence: 1 CPD hour
  • Regulatory compliance and consumer protection: 1.5 CPD hours 
CPD hours

The nature of an SMSF means it is common for transactions to involve related parties, it is also a fact that the ATO consistently identify issues with related parties are the most common contraventions reported in Auditor Contravention Reports, such as loans to members and trustees not separating their personal and business affairs from their SMSF. Dealing with related parties is one of the most common areas where we see professionals asking us for clarification and advice.

Consequently, it is very important to identify who is a related party of an SMSF and understand the rules which govern dealing with related parties. In this on demand training we will cover what you need to know to assist clients comply with the rules when implementing investments and other transactions in respect of their SMSF which may involve a related party. We will utilise real life case studies to explore scenarios of what can go wrong and how issues can be resolved.

Registration to this event includes: 

  • 2 hour recording
  • Learning guide, slides and case studies
  • Recording and materials available to download for 3 months after purchasing the event  
  • SMSF Association accredited CPD certificate for 2.5 hours  
Mark-2021-colour-1

Presented by

Mark Ellem
Head of Education
Accurium
SMSF-Association-Accredited-Educator-Logo-2020-2.jpg
Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.
Accurium-logo-PNG2.png
Sign up to newsletter
Facebook Twitter Linkedin
Copyright © 2023 Accurium Pty Limited. ABN 13 009 492 219