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SMSF Workshop: Compliance, strategy and tax essentials

10 & 17 Sep 2025, 1:00PM – 3:15PM AEST
Accumulation & contributions

Original price was: $720.00.Current price is: $650.00. +GST

Series special - save $70

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SMSF Workshop_ Compliance, strategy and tax essentials

SMSF admin, expenses and financial statements

SMSF Workshop_ Compliance, strategy and tax essentials

SMSF pensions, TBAR and investments

Audience

This training is recommended for:

  • Accountants working in public practice
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
  • 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

These webinars were presented live 10/09/2025 and 17/09/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 4.75 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 2 CPD hours
  • Tax (financial) advice: 2 CPD hours
  • General: 0.75 CPD hours
CPD hours

Move beyond the basics of SMSF compliance work. 

On the job training will only take you so far and software is only as good as the data it’s given. This exceptional workshop is designed to deliver the skills SMSF compliance teams need to identify and manage complex SMSF tax and compliance issues before they become a problem.  

The SMSF Online Workshop steps through the essential processes and procedures for managing the key elements of an SMSF client’s tax and financial preparation work, brings you up to speed with the latest regulatory changes and methodologies, and identifies the tax and SIS ‘red flags’ that you need to know.

What we cover:

Each session is packed with actionable tips, real-world examples, and up-to-date technical content tailored for SMSF practitioners. Whether you’re expanding your role or looking to refresh your knowledge, this workshop bundle is your opportunity to sharpen your skills and stay ahead of the curve in 2025–26. 

This workshop includes the following sessions to help you confidently manage SMSF compliance, strategy, and reporting in the 2025–26 income year.

Webinars in this series include: 

SMSF admin, expenses and financial statements

10 Sep 2025 1:00PM – 3:15PM AEST

Find out more >

SMSF pensions, TBAR and investments

17 Sep 2025 1:00PM – 3:15PM AEST

Find out more >

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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.