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SMSF admin, expenses and financial statements

Recorded live 10 Sep 2025
Accumulation & contributions

$360.00 +GST

Audience

This training is recommended for all practitioners working with SMSFs.

Audience

Learning outcomes

On completion, participants will be able to: 

  • Definition of an SMSF 
  • Financial Statement and tax return preparation 
  • ECPI and when you need an actuarial certificate 
  • Contribution rules 
Learning outcomes

Relevancy

This webinar was presented live 10/09/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 2.25 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 1 CPD hour
  • Tax (financial) advice: 1 CPD hour
  • General: 0.25 CPD hours
CPD hours

This webinar is part of our SMSF Workshop: Compliance, strategy and tax essentials series.

This session provides practical insights for accountants preparing SMSF financial statements and handling everyday administration. Understand what defines an SMSF in practice and how changes to this definition could impact your clients. 

We will break down what’s new in the 2026 SMSF Annual Return and what to watch for when preparing compliant statements. Get clarity on claiming ECPI: when you need an actuarial certificate, how to choose the right method, and how to calculate this valuable tax exemption correctly. 

We will also cover the contribution rules and how to identify opportunities to help clients maximise their superannuation contributions while remaining compliant. 

Why attend? 

  • Be confident for the 2025 SMSF Annual Return with practical insights
  • Master ECPI calculations and contribution planning 
  • Improve the quality and compliance of your SMSF financial statement

 

Registration includes

  • 2.25 hour on-demand event
  • 2.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia
  • Recording and materials available to access for 3 months after purchasing the event
  • Reference guides, slides and case studies
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Presented by

Mark Ellem
Head of Education (SMSF)
Accurium
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Terms and Conditions
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