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Keeping your SMSF compliant

Expenses, tax and administration

$120.00 +GST

Audience

This event is recommended for: 

  1. Financial advisers wanting to advise clients on SMSFs. 
  2. Graduates and new starters in accounting and audit. 
  3. Experienced practitioners as an opportunity for a useful refresher on superannuation and SMSF rules for the purposes of CPD. 
Audience

Learning outcomes

Upon completion of this event, you will be able to: 

  1. Explain the requirements for establishing an SMSF; 
  2. Define the rules for a fund to be considered an SMSF;  
  3. Evaluate the implications of an SMSF not satisfying the definition of an ‘Australian superannuation fund’. 
Learning outcomes

Relevancy

This was presented live on 28 February 2024. 

Relevancy

CPD hours

This training provides 1 hour accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows: 

  1. Technical competence: 0.5 CPD hours 
  2. Regulatory compliance and consumer protection: 0.5 CPD hours 
CPD hours

This upcoming webinar on keeping your SMSF compliant promises to be invaluable for newcomers to the SMSF industry or the perfect refresher for seasoned professionals. This webinar provides a comprehensive understanding of fundamental principles crucial for ensuring SMSF compliance.

If you’re embarking on your journey into the SMSF space, grasping the basic conditions for a superannuation fund to qualify as an SMSF is essential. This webinar will discuss these conditions, covering factors such as the limited membership to six members or less, the requirement for each member to be a trustee or director of the corporate trustee, and the necessity for the fund to solely exist for the purpose of providing retirement benefits to its members.

Moreover, participants will gain insights into the exceptions to these basic conditions, which can sometimes be complex and nuanced. Understanding these exceptions is paramount to navigating the regulatory landscape effectively.

The webinar will also underscore the critical importance of selecting the appropriate trusteeship structure, whether individual trustees or a corporate trustee, and the implications each choice carries for governance and compliance.

Residency rules constitute another vital aspect to be addressed, as they can significantly impact the tax liabilities of an SMSF. Participants will learn about the residency requirements for SMSFs and how non-compliance may affect tax obligations, ensuring they can make informed decisions to optimize tax efficiency.

This webinar offers a comprehensive overview of SMSF compliance essentials, making it indispensable for both beginners and those seeking to refresh their knowledge in the field. Register yourself or staff for this webinar to gain invaluable insights and strategies for maintaining SMSF compliance effectively.

Can’t make the live session? No worries, you can still register for the on demand options and watch when convenient.

Registration to this event includes:

  • 1 hour recording
  • Recording and materials available to access for 3 months after purchasing the event  
  • SMSF Association accredited CPD certificate for 1 hour 
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Presented by

Matthew Richardson
SMSF Manager
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 Accurium – General Terms and Conditions can be accessed here.
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