SMSF Investment Rules in Action: Case Studies and Practical Insights
See SMSF investment rules come to life through a series of real-world case studies in this interactive session.
Learn SMSF investment rules through real-world case studies. Avoid compliance pitfalls, see how breaches happen, and gain practical strategies.
A Live Instructor Led Webinar
Don’t wait to learn the hard way. SMSF investment rules are complex, and the consequences of getting them wrong can be costly. This interactive webinar brings the rules to life through real-world case studies, showing how they’re applied in practice and where trustees and advisers often stumble.
See the pitfalls, challenges, and breaches that catch professionals out, and learn the strategies that keep funds compliant. If you advise or administer SMSFs, you can’t afford to miss the practical insights that could save your clients (and you) from regulatory headaches.
Secure your place now - because understanding the rules in theory isn’t enough.
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AU $160 ex GST per person
Register Team*
AU $480 ex GST (up to 10)
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Date & Details
Recorded: 11 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:
- Apply SMSF investment rules to real-world scenarios by analysing practical case studies and identifying compliance outcomes.
- Recognise common compliance pitfalls and effective strategies for managing complex investment situations within SMSFs.
- Evaluate the legal and regulatory consequences of different trustee decisions as demonstrated in varied case examples.
- Strengthen professional judgement by interpreting and resolving SMSF investment issues using current legislative and regulatory frameworks.
What's included?
- 1 x 1.25 hour (est.) webinar
- 3 month access to webinar recording
- Webinar materials
Our presenter
Anthony Cullen
Anthony is a new 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.