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The realities of related parties in an SMSF

Recorded live 17 Aug 2023
Investments & property

$360.00 +GST

Audience

This event is recommended for all professionals working with SMSFs. 

Audience

Learning outcomes

  1. Identify a related party of an SMSF; 
  2. Explain which assets can be acquired by an SMSF from a related party; 
  3. Differentiate between what is an asset and what is a service; 
  4. Formulate options for an SMSF to engage a related party to perform a service. 
Learning outcomes

Relevancy

This event was recorded live 17/08/2023.

Relevancy

CPD hours

This training provides 2.5 hours accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows: 

  • Technical competence: 1 CPD hour
  • Regulatory compliance and consumer protection: 1.5 CPD hours 
CPD hours

The nature of an SMSF means it is common for transactions to involve related parties, it is also a fact that the ATO consistently identify issues with related parties are the most common contraventions reported in Auditor Contravention Reports, such as loans to members and trustees not separating their personal and business affairs from their SMSF. Dealing with related parties is one of the most common areas where we see professionals asking us for clarification and advice.

Consequently, it is very important to identify who is a related party of an SMSF and understand the rules which govern dealing with related parties. In this on demand training we will cover what you need to know to assist clients comply with the rules when implementing investments and other transactions in respect of their SMSF which may involve a related party. We will utilise real life case studies to explore scenarios of what can go wrong and how issues can be resolved.

Registration to this event includes: 

  • 2 hour recording
  • Learning guide, slides and case studies
  • Recording and materials available to download for 3 months after purchasing the event  
  • SMSF Association accredited CPD certificate for 2.5 hours  
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Presented by

Mark Ellem
Head of Education
Accurium
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