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Investment Rules for SMSFs: A Comprehensive Overview

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Master SMSF investment rules and avoid costly compliance mistakes

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Learn key obligations on in-house assets, related parties, sole purpose test, and more. This training is recommended for all practitioners and advisers working with SMSFs.

A Live Instructor Led Webinar

Self-Managed Superannuation Fund (SMSF) investment rules are strict, complex, and the ATO isn’t forgiving when trustees or advisers make mistakes. This webinar takes you beyond theory, giving you the essential knowledge to navigate rules around the sole purpose test, in-house assets, related party transactions, and arm’s length dealings. 

With recent regulatory changes raising the stakes, you will discover where others slip up, how to stay compliant, and the strategies top professionals use to protect their clients and themselves. 

If you advise on SMSFs, this is knowledge you can’t afford to miss. Reserve your spot now and stay one step ahead. 

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AU $160 ex GST per person

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AU $480 ex GST (up to 10)
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Total 1.25 CPD Hours

Date & Details

Recorded: 4 March 2026

SMSF Association accredited for 1.25 CPD Hours.

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

On completion, participants will be able to: 

  • Identify and explain the key legislative requirements that govern SMSF investments, including the ‘sole purpose’ test.
  • Understand and apply rules relating to in-house asset restrictions, related-party transactions, and arm’s length dealings.
  • Recognise compliance obligations and best practice standards relevant to trustees and advisers when assessing SMSF investment decisions.
  • Develop practical knowledge to evaluate whether SMSF investment and acquisition strategies align with regulatory frameworks. 

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to webinar recording
  • Webinar materials

Our presenter

Technical Superannuation Adviser, Knowledge Shop

Jason Hurst

Jason HurstJason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Advice Association Australia (FAAA) as a subject matter expert for the CFP 5 program and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle, is a SMSF Specialist Advisor, and holds the Certified Financial Planner (CFP) designation.

Terms & 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 Knowledge Shop Pty Ltd'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, Knowledge Shop Pty Ltd 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. Knowledge Shop Pty Ltd 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 Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.