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SMSF Investment Rules in Action: Case Studies and Practical Insights

11 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: 

  • Apply SMSF investment rules to real-world scenarios by analysing practical case studies and identifying compliance outcomes. 
  • Recognise common compliance pitfalls and effective strategies for managing complex investment situations within SMSFs. 
  • Evaluate the legal and regulatory consequences of different trustee decisions as demonstrated in varied case examples. 
  • Strengthen professional judgement by interpreting and resolving SMSF investment issues using current legislative and regulatory frameworks.
Learning outcomes

Relevancy

This event will be presented live 11/03/2026.

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

Don’t wait to learn the hard way. SMSF investment rules are complex, and the consequences of getting them wrong can be costly. This interactive webinar brings the rules to life through real-world case studies, showing how they’re applied in practice and where trustees and advisers often stumble. 

See the pitfalls, challenges, and breaches that catch professionals out, and learn the strategies that keep funds compliant. If you advise or administer SMSFs, you can’t afford to miss the practical insights that could save your clients (and you) from regulatory headaches. 

Secure your place now – because understanding the rules in theory isn’t enough. 

This webinar is part of a two webinar SMSF Investment series.

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
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Presented by

Anthony Cullen
Senior SMSF Educator
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.