SMSF Training Bundle: October-December 2025
Practical. Flexible. Trusted. Accurium has your SMSF CPD sorted.
Giving you access to six SMSF online training events across October, November and December 2025, for a one-off price of $605
That’s a massive $410+ in savings compared to registering individually!
You will unlock six expert-led live online SMSF training sessions designed for accountants, advisers and SMSF professionals, this bundle delivers technical clarity and practical insights to help you stay ahead and stay compliant.
SMSFs and Property
Wednesdays, 1 October 2025
Understanding the risks and getting it right!
In this session we will cover the compliance obligations and responsibilities associated with holding investment properties within an SMSF. It is important that trustees clearly understand the additional rules and obligations before investing as they can be a surprise to clients who have previously invested in property outside of superannuation.
Time
2:00pm - 3:15pm AEST
1:30pm SA & NT
12:00pm WA
SMSFs and GST
Wednesday, 5 November 2025
Join SMSF expert Mark Ellem for a practical and eye-opening webinar that demystifies how GST interacts with SMSFs - from registration to credit claims to cancellations. If you or your clients are involved in property, commercial leasing, or complex SMSF transactions, this is one session you can’t afford to miss.
Don’t let GST mistakes blow up your next SMSF audit or lead to denied input tax credits.
Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
SMSFs and the Provision of Private Loans
Wednesday, 15 October 2025
This webinar will guide practitioners through the process that SMSF trustees should work through when they are considering providing a loan. We will draw on real life examples we see regularly through our technical help desk (the good, the bad and the ugly!)
Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
Superannuation in Estate Planning: Getting it right, beyond the Will
Wednesday, 19 November 2025
We will look at the levers a member may have to influence these decisions, from withdrawing benefits before death to reversionary pensions and death benefit nominations, as well as ensuring the right people are in position to make the critical decision when needed.
This is more than theory, it’s practical guidance to help you protect your clients’ legacy and avoid messy disputes.
Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
Downsizer Contributions – Eligibility requirements
Wednesday, 29 October 2025
In this must-attend webinar, SMSF expert Anthony Cullen will break down the real-world application of the rules so you can confidently identify which clients qualify, how much they can contribute, and the key timing traps that could derail their strategy.
Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
Deductions for Personal Superannuation Contributions - what could go wrong?
Wednesday, 10 December 2025
In this session, superannuation expert Matthew Richardson will guide you through the critical rules and common mistakes around claiming deductions for personal superannuation contributions before they cost your clients dearly.
Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
Register Now
Register Me
AU $605 per person
What's included:
- 6 live SMSF webinars between Oct–Dec 2025
- 7.5 CPD hours, accredited by the SMSF Association
- Live webinar access plus 3 months’ on-demand access to replay the recordings after each event
- Presenters you know and trust – Australia’s top SMSF specialists
Whether you join live or catch up on-demand, you’ll get timely training you can rely on and a smarter way to meet your CPD.
Our presenters
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.
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.
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.
Jason Hurst
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.
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.