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Investment Rules for SMFS: A Comprehensive Overview

4 Mar 2026 2:00PM – 3:15PM AEST
Investments & property

$160.00 +GST

Audience

This training is recommended for all practitioners and advisers working with SMSFs.

Audience

Learning outcomes

On completion, participants will be able to: 

  • Identify and explain the key legislative requirements that govern SMSF investments, including the ‘sole purpose’ test. 
  • Understand and apply rules relating to in-house asset restrictions, related-party transactions, and arm’s length dealings. 
  • Recognise compliance obligations and best practice standards relevant to trustees and advisers when assessing SMSF investment decisions. 
  • Develop practical knowledge to evaluate whether SMSF investment and acquisition strategies align with regulatory frameworks.
Learning outcomes

Relevancy

This event will be presented live 04/03/2026.

Relevancy

CPD hours

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

  • Technical competence: 0.5 CPD hours
  • Regulatory compliance and consumer protection: 0.5 CPD hours 
  • Tax (financial) advice: 0.25 CPD hours 
CPD hours

Self-Managed Superannuation Fund (SMSF) investment rules are strict, complex, and the ATO isn’t forgiving when trustees or advisers make mistakes. This webinar takes you beyond theory, giving you the essential knowledge to navigate rules around the sole purpose test, in-house assets, related party transactions, and arm’s length dealings. 

With recent regulatory changes raising the stakes, you will discover where others slip up, how to stay compliant, and the strategies top professionals use to protect their clients and themselves. 

If you advise on SMSFs, this is knowledge you can’t afford to miss. Reserve your spot now and stay one step ahead. 

Registration includes: 

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association 
  • Recording and materials available to access for 3 months after the event  
  • Technical note and slides
Jason-circle

Presented by

Jason Hurst
Technical Superannuation Adviser
Accurium
Can't attend all sessions live?

It's ok, we provide recordings of all the live sessions so you can catch up later on at a time that suits you. You will have access to the slides and recordings for three months after each event.

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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.