SMSF Workshop: Compliance, strategy and tax essentials

Move beyond the basics of SMSF compliance work.

On the job training will only take you so far and software is only as good as the data it's given. This exceptional workshop is designed to deliver the skills SMSF compliance teams need to identify and manage complex SMSF tax and compliance issues before they become a problem.

The SMSF Online Workshop steps through the essential processes and procedures for managing the key elements of an SMSF client’s tax and financial preparation work, brings you up to speed with the latest regulatory changes and methodologies, and identifies the tax and SIS ‘red flags’ that you need to know.

Total 4.5 CPD Hours

Dates & Details

Wednesday, 10 September 2025
Wednesday, 17 September 2025

Time
1:00pm - 3:15pm AEST (NSW, QLD, VIC,TAS)
12:30pm SA & NT
11:00am WA

SMSF Association accredited for 4.5 CPD Hours.

Each session is packed with actionable tips, real-world examples, and up-to-date technical content tailored for SMSF practitioners. Whether you're expanding your role or looking to refresh your knowledge, this workshop bundle is your opportunity to sharpen your skills and stay ahead of the curve in 2025–26.

This workshop includes the following sessions to help you confidently manage SMSF compliance, strategy, and reporting in the 2025–26 income year.

What's included?

4 hour live online event with opportunity to ask questions of the presenter
4.5 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia
Recording and materials available to access for 3 months after the event
Reference guides, slides and case studies

2.15 CPD hours (est.)

Session 1

September 10, 2025

with Mark Ellem & Matthew Richardson

SMSF admin, expenses and financial statements

We will cover the definition of an SMSF and how this impacts your clients in practice. You will learn what’s new in the 2026 SMSF annual return and how to prepare financial statements compliant for your client’s scenarios.
We will examine a fund’s eligibility to claim ECPI, what method to use, when an actuarial certificate is required, and how to accurately calculate this important tax concession.

Finally, we will explore the contribution rules and opportunities for your clients to apply these rules to maximise retirement savings.

2 CPD HOURS (est.)

Session 2

September 17, 2025

with Jason Hurst & Anthony Cullen

SMSF pensions, TBAR and investments

We will explore how to deal with transfer balance cap reporting when retirement pensions commence or are commuted, and how to help trustees comply with SMSF market valuation requirements.

Finally, the key SMSF investment rules will be examined, including common problem areas of borrowing, in-house assets, dealing with related parties, and arm’s length requirements.

Head of Education, Accurium

Mark Ellem

Mark 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.

He has extensive experience in Self-Managed Superannuation Funds (SMSFs), Pension Funds, Income Tax and Financial Advisory. He is a Fellow of the CPA, IPA and SMSF Association, and received the 2018 SMSF Association CEO award in February 2019 for his contribution to the association and was in the inaugural group of association members to advance to the status of Fellow in February 2020.

Mark has spent over 30 years in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

SMSF Manager, Accurium

Matthew Richardson

Matthew is the SMSF Manager at Accurium and has extensive knowledge in superannuation and self-managed superannuation funds. He is a qualified CPA and SMSF specialist adviser. He has worked at Accurium for over 10 years, providing actuarial certificates and technical assistance to Accurium’s large client base of accountants and SMSF practitioners.

Matthew plays a key role in Accurium Education, where he contributes extensively by writing technical articles, presenting webinars, and providing training for both clients and staff.

Technical Superannuation Adviser, Knowledge Shop

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 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.

The General Terms and Conditions can be accessed here.

Training

SMSF Workshop: Compliance, strategy and tax essentials

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Want to be the go-to SMSF expert in your firm?

This two-part online workshop bundle gives accountants the practical tools and technical insights to manage SMSFs with confidence, from pension strategies and investment compliance to financial statements and tax concessions.