SMSF Training Bundle: January-March 2026

Recorded: 21 January 2026

Start 2026 with clarity, confidence, and compliance. Join us as the Accurium SMSF Tech Team tackle the most pressing and practical questions raised by SMSF professionals through our Help Desk. Across four questions we will delve into the underlying super compliance and tax issues, dissecting the technical and regulatory complexities behind them, concluding with key take-a-ways from each one. 

Recorded: 4 March 2026

Gain a clear understanding of the essential investment rules governing Self-Managed Superannuation Funds (SMSFs). This session will unpack the fundamental legal and compliance obligations that trustees must meet when investing or acquiring assets, covering topics such as the ‘sole purpose’ test, in-house asset restrictions, related party transactions, and arm’s length requirements. Attendees will leave equipped with knowledge of the current legislative framework, recent regulatory developments, and practical tips to stay compliant.

Recorded: 28 January 2026

This session delivers practical and guidance on essential administrative responsibilities for SMSF accountants and administrators, including reporting transfer balance account events, managing GST and PAYG withholding registrations and lodgements, preparing annual financial statements, and compiling the SMSF annual return (with lodgement reserved for registered tax agents). 

Recorded: 11 March 2026

See SMSF investment rules come to life through a series of real-world case studies in this interactive session. Building on the regulatory overview, this webinar delves into actual scenarios faced by SMSF trustees and advisers, illustrating how the rules are applied, and sometimes breached, in practice. Each case will highlight key pitfalls, challenges, and best practice strategies, giving professionals a practical edge in their advisory and compliance work. 

Recorded: 4 February 2026

With the release of the December 2025 quarter National All Ordinaries CPI set to decide if the general transfer balance cap will index to $2.1 million from 1 July 2026, it’s never been more important to get reporting right. This session will confirm whether the general cap will be indexed for the 2026–27 year and clearly lay out what this means for individuals with current transfer balance accounts, as well as those yet to commence their first retirement phase pension. We’ll unpick the distinction between the general and personal transfer balance caps and show how the two interact. 

Recorded: 25 March 2026

Strengthen your skills and professional boundaries in sensitive client situations. This scenario-based webinar equips SMSF accountants and administrators with the essential know-how to confidently manage the administrative and compliance requirements following the death of a fund member. With a focus on practical actions, such as updating member records, reporting to the ATO, and liaising with trustees, and a clear delineation of what falls within your role (and what does not), this session will help you safeguard your professional standing, deliver empathetic client service, and support compliance when it matters most.