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SMSF Residency Webinar

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SMSF Residency: Legal Risks, Rules, and Remedies

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Don’t wait until it’s too late, join us to ensure you’re on top of this high-risk area of SMSF compliance. 

A Live Instructor Led Webinar

The residency, compliance and tax rules for SMSFs are all directly linked. When it comes to managing residency, strict timeframes and processes must be adhered to avoid the fund being deemed non-compliant and stripping close to 50% of its value. 

If you have an SMSF client with a member looking to move overseas (or who already has), then there are certain steps that need to be put in place. This SMSF Residency webinar is designed to take you through what you absolutely must do and the implications of different actions. 

 We help you identify when there is an issue, what options exist for managing impending or existing issues, and how to effectively utilise the temporary absence rules.  

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AU $176 per person

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AU $440 (up to 10)
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Total 1 CPD Hour

Date & Details

Recorded: 13 August 2025

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*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

The residency, compliance, and tax rules for SMSFs are tightly interconnected and getting it wrong can be costly. If an SMSF is deemed non-compliant, nearly half of its value could be lost in tax penalties. 

If you have clients with SMSF members planning to move overseas or who are already abroad there are critical steps you need to take to protect the fund’s status. This webinar will guide you through the key residency rules, explain what must be done to remain compliant, and explore the consequences of different actions (or inaction).

What's included?

  • 1 x 1 hour webinar
  • 3 month access to webinar recording
  • Webinar materials
You will learn how to:
  • Identify potential or existing residency issues  
  • Navigate the rules around temporary absences 
  • Understand the practical options for managing overseas members 

 

Our presenter

Superannuation Adviser, Knowledge Shop

Natalie Scott

Natalie Scott

Natalie has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. She has spent well over a decade immersed in the intricacies of how SMSFs operate, navigating an increasingly complex legislative and regulatory environment, and managing the issues that arise servicing client needs.

At Knowledge Shop, Natalie is an adviser's adviser, helping the profession clarify the practical requirements and opportunities of SMSFs. She brings this knowledge to her presentations and explores the issues in a very practical way – knowledge that is immediately transferable in practice.

Natalie is a Chartered Accountant and a specialist member of the SMSF Association.

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.