Practical Applications of How to Resolve Unexpected Unintentional Mishaps

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Using real SMSF case studies learn what went wrong, the SIS and tax consequences, and practical fixes to prevent recurrence.

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This webinar presents real world SMSF case studies drawn from queries submitted to our Helpdesk.

A Live Instructor Led Webinar

Not every SMSF compliance breach is intentional, but when things go wrong understanding the potential implications and what can be done to mitigate them and get an SMSF back on track is important. This webinar presents real‑world SMSF case studies drawn from queries submitted to our Helpdesk.

Member from our SMSF Education Team will walk through unexpected, unintentional mishaps that have occurred in practice, explain how they arose, and set out the trustee actions and administrative steps taken in response. They will identify the contraventions or risks, and the practical steps administrators and accountants should take when these issues arise.

They will also examine the income tax consequences of each scenario and whether correction pathways were available — including remediation options, ATO reporting considerations and the likely tax outcomes for the fund and members.

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AU $160 + GST per person

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AU $480 + GST (up to 10)
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Total 1.25 CPD Hour

Date & Details

Wednesday, 9 December 2026

Time
2:00pm - 3:15pm AEDT

*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:

  • Recognise common operational errors from real case studies and the immediate trustee compliance responses required.
  • Assess the SIS Act and SIS Regulations implications of practical mishaps and document remedial trustee decisions.
  • Explain the income tax consequences for the fund and members and the reporting steps needed after an error.
  • Apply practical prevention and governance steps to reduce the risk of similar mistakes in your SMSF practice.

What's included?

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

Our presenters

Head of Education (SMSF), Accurium

Mark Ellem

Mark Ellem 2

Mark generally needs no introduction in the SMSF space, he is a popular, experienced and highly sought after presenter who is passionate about educating accountants and SMSF practitioners about SMSFs and strategies to make SMSFs a successful part of their business. Mark has extensive experience in Self-Managed Superannuation Funds (SMSFs), Pension Funds, Income Tax and Financial Advisory.

Technical Superannuation Adviser, Accurium

Jason Hurst

Jason Hurst R

Jason 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 Capstone certification 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.

Senior SMSF Educator, Accurium

Anthony Cullen

Anthony Cullen

Anthony is a member of the Accurium education team and comes to us with nearly 25 years of experience in the accounting and SMSF industry. 

He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business. 

Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.

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.