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SMSFs and the provision of private loans

Recorded live 15 Oct 2025
Investments & property

$160.00 +GST

Audience

This training is recommended for all practitioners working with SMSFs.

Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand the relevant superannuation (SIS) rules that need to be considered before an SMSF provides a loan.  
  • Articulate to clients the risks and problem areas that can occur with private loans. 
  • Understand the audit requirements for loans and unlisted investments and be able to articulate these to trustees before they make a final decision to provide loans. 
  • Deal with the aftermath where private loans have gone ‘bad’. 
Learning outcomes

Relevancy

This webinar was presented live 15/10/2025.

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

More SMSF trustees are exploring private loans, but too many are doing it without understanding the rules, and it’s accountants like you left to pick up the pieces.

Join SMSF specialist Jason Hurst in this practical, accountant-focused webinar that takes you behind the scenes of real-life client scenarios involving SMSF loans. From related party arrangements to risky investments in unlisted entities, you’ll hear what’s going wrong, why, and how to guide your clients through the complexity before they land in hot water. 

You will walk away with clarity on: 

  • How to assess if a loan meets the sole purpose test 
  •  The arm’s length and in-house asset rules in action 
  • What to document so the auditor doesn’t come knocking 
  • The red flags to raise when clients ask ‘can we?  and how to reframe it as ‘should we?’ 
  • Avoiding audit delays caused by poor planning and misunderstood structures 

 

Whether you’re already fielding client questions about SMSF loans or suspect they’re coming soon, this is one session you can’t afford to miss. 

Registration includes:

  • 1.25 hour on-demand event
  • 1.25 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 
Jason-circle

Presented by

Jason Hurst
Technical Superannuation Adviser
Accurium
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Terms and Conditions
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