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SMSF Year-End Essentials 2026

7 May 2026 2:00PM – 3:15PM AEST
Audit

$160.00 +GST

Audience

This training is recommended for all practitioners working with SMSFs.

Audience

Learning outcomes

On completion, participants will be able to: 

  • Identify compliance issues to be dealt with arising out of the prior year audit that need to be attended to before year-end. 
  • Understand contribution caps that apply for FY26 and FY27 
  • Ensuring SMSF pensions have satisfied the relevant standards 
  • Understand the difference between member balances and total superannuation balance (TSB). 
Learning outcomes

Relevancy

This webinar will be presented live 7/05/2026.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 0.4 CPD hours
  • Regulatory compliance and consumer protection: 0.4 CPD hours
  • Tax (financial) advice: 0.45 CPD hours
CPD hours

The annual SMSF Year-End Essentials webinar is your bridge between year-end compliance and new financial year planning for your SMSF clients. 

This to-the-point session will identify the essential ‘red flags’ to address prior to the end of the financial year, bring you up to speed on the impending new rules, and deliver the ready-to-go client strategies and processes for 2026-27.

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 
Jason-circle

Presented by

Jason Hurst
Technical Superannuation Adviser
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.