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SMSF pensions, TBAR and investments

Recorded live 17 Sep 2025
ECPI, segregation and actuarial certificates

$360.00 +GST

Audience

This training is recommended for all practitioners working with SMSFs.

Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand when pensions can commence and deal with the minimum requirements 
  • Deal with transfer balance cap reporting when retirement pensions commence or are commuted 
  • Help trustees comply with SMSF market value requirements 
  • Understand the key SMSF investment rules which include borrowing, in-house assets and dealing with related parties 
  • Provide expert guidance to SMSF trustees on arm’s length requirements 
Learning outcomes

Relevancy

This webinar was presented live 17/09/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 2.50 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 1 CPD hour
  • Tax (financial) advice: 1 CPD hour
  • General: 0.50 CPD hours
CPD hours

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

This practical session is designed for accountants ready to deepen their understanding of SMSF retirement strategies. Learn how to guide your clients through the complexities of starting and maintaining pensions in an SMSF, and how to ensure they stay eligible for the associated tax concessions. 

We will unpack transfer balance cap reporting requirements, common mistakes in TBAR reporting, and best practices for market valuations when clients move into retirement phase or partially commute pensions. 

The session also explores key SMSF investment compliance traps, such as borrowing arrangements, in-house assets, related-party transactions, and arm’s length requirements, giving you the confidence to proactively identify and address risk areas before audit time. 

Why attend? 

  • Understand the SIS investment rules to better support trustee decision making
  • Avoid common compliance errors when SMSF trustees make investments 
  • Help your clients commence compliant pensions and meet their ongoing obligations
  • Understand the retirement pension reporting requirements (TBAR)

 

Registration includes

  • 2.50 hour on-demand event
  • 2.50 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
Jason-circle

Presented by

Jason Hurst
Technical Superannuation Adviser
Accurium
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Terms and Conditions
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