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Applying the NALE Rules: Practical Insights for SMSFs

7 May 2025 2:00PM – 3:15PM AEST
Expenses, tax and administration

$160.00 +GST

Audience

This training is recommended for all practitioners working with SMSFs.

Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand the Latest NALE Rules – Gain clarity on the legislative change for dealing with NALE that’s general in nature and the update to LCR 2021/2 and how they apply to SMSFs. 
  • Identify Compliance Risks – Learn how NALE can impact an SMSF’s tax position and discover strategies to mitigate potential risks. 
  • Apply the Rules in Practice – Work through real-world case studies to see how NALE rules operate in different SMSF scenarios. 
  • Enhance Advisory Skills – Equip yourself with the knowledge to guide SMSF clients on managing non-arm’s length expenses and ensuring compliance. 
Learning outcomes

Relevancy

This event will be presented live 07/05/2025

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Tax (financial) advice: 1.25 hours

CPD hours

The Non-Arm’s Length Expenditure (NALE) rules have changed – do you know how they impact your SMSF clients? With increased scrutiny and complex compliance requirements it’s critical for SMSF trustees, accountants, and advisers to understand how to correctly apply NALE rules to ensure compliance and avoid unintended tax consequences.  

Accurium’s Superannuation Adviser Natalie Scott will break down the complexities of NALE, using real-world scenarios to illustrate how the latest guidance applies in different situations. Don’t miss this opportunity to gain practical insights and the confidence to navigate these rules effectively.  

There will be a second webinar on 14 May 2025, presented by Accurium’s Senior SMSF Educator, Anthony Cullen, that will look at the interaction of the NALE rules with the CGT provisions and contribution caps. Take advantage of our special pricing when you book both webinars!  

Registration to this event includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • 3 months access to recording and materials after the event 
Natalie circle

Presented by

Natalie Scott
Superannuation Adviser
Accurium
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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 General Terms and Conditions can be accessed here.
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