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SMSF Pension Workshop: Compliance, Admin & Tax Insights

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Mastering SMSF Pensions: Compliance, Tax & Practical Insights

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Master pensions, tax & compliance with expert insights, case studies & practical strategies!

A Live Instructor Led Webinar

Join Accurium’s Head of SMSF Education Mark Ellem and Senior SMSF Educator Anthony Cullen for this interactive online workshop designed to equip SMSF professionals with a comprehensive understanding of the compliance, administration, and tax considerations when paying a pension from an SMSF.  

We will cover: 

  • licensing requirements 
  • the types of pensions available 
  • key considerations when commencing, maintaining, and ceasing a pension 
  • the impact of death benefit pensions 
  • the revised ATO ruling TR 2013/5, and  
  • the 5-year legacy pension exit measure.  

Through real-world case studies, you’ll apply your knowledge to practical scenarios, ensuring you leave with actionable insights. Attendees will receive a copy of the workshop slides, a detailed technical note, and case study materials,  plus the opportunity to ask questions throughout the session. Don’t miss this chance to deepen your SMSF expertise and stay compliant with evolving regulations! 

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AU $396 per person

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Total 2.5 CPD Hours

Dates & Details

Wednesday, 16 April 2025

Time
2:00pm - 4:30pm AEST (NSW, QLD, VIC,TAS)
1:30pm SA & NT
12:00pm WA

 

SMSF Association accredited for 2.5 CPD Hours.

 

What we cover

  • Understand SMSF Pension Regulations & Compliance – Identify the key compliance, administrative, and tax obligations involved in commencing, maintaining, and ceasing an SMSF pension, including the impact of ATO ruling TR 2013/5. 
  • Navigate Licensing & Advice Boundaries – Differentiate between the licensing requirements for providing SMSF pension advice and the limitations on what an unlicensed accountant can discuss with clients. 
  • Apply Pension Rules in Practice – Accurately assess pension commencement requirements, calculate tax components, manage pension standards (e.g., minimum pension payments), and apply death benefit pension rules. 
  • Implement Practical Solutions Using Case Studies – Work through real-world SMSF pension scenarios to develop confidence in applying technical knowledge and problem-solving strategies in professional practice.

What's included?

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • 3 months access to recording and materials after the event

Our presenters

Head of Education, Accurium

Mark Ellem

Mark Ellem-1

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.

Senior SMSF Educator, Accurium

Anthony Cullen

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.