SMSFs and LRBAs: Buying Property with Borrowing
Wednesday, 14 October 2026
This webinar explains how a self-managed superannuation fund (SMSF) may acquire an asset using a limited recourse borrowing arrangement (LRBA). We’ll step through the statutory framework that permits borrowing within an SMSF, the trustee obligations when establishing and operating an LRBA, trust structure and documentation considerations, and the practical steps to ensure the acquisition complies with the SIS Act and related regulations.
Time
2:00pm - 3:15pm AEDT
SMSFs and Primary Production Property
Wednesday, 18 November 2026
Many primary production families choose to hold their farmland in an SMSF. Holding assets in superannuation can provide asset protection and unmatched tax advantages, however with this comes an additional layer of compliance obligations which include the sole purpose test, acquisition rules, arm’s length requirements and the in-house asset rules.
This session will lift the lid on the compliance obligations and risks to consider when primary production property is held in an SMSF.
Time
2:00pm - 3:15pm AEDT
Administering Death Benefits in an SMSF
Wednesday, 28 October 2026
There are great opportunities for SMSF accountants and administrators to add value for their trustee clients during an emotional period in their life. This webinar will equip you with the tools to assist clients with their compliance obligations when a fund member dies.
Dealing with the death benefit requirements in superannuation law, the fund deed and any nominations can be complex. We will detail the steps required to ensure the compulsory death benefit requirements are met, the SMSF remains compliant and the deceased members benefit ends up in the right hands.
Time
2:00pm - 3:15pm AEDT
Practical Applications of How to Resolve Unexpected Unintentional Mishaps
Wednesday, 9 December 2026
This webinar presents real‑world SMSF case studies drawn from queries submitted to our Helpdesk. Members from our SMSF Education Team will walk through unexpected, unintentional mishaps that have occurred in practice, explain how they arose, and set out the trustee actions and administrative steps taken in response. They will identify the contraventions or risks, and the practical steps administrators and accountants should take when these issues arise.
Time
2:00pm - 3:15pm AEDT
Dealing with SMSF Death Benefit Pensions
Wednesdays, 4 November 2026
This webinar provides SMSF accountants and administrators with a practical, compliance‑focused guide to cashing a deceased member’s benefit as a death benefit pension. We’ll step through the SIS Act and SIS Regulations obligations trustees must satisfy when a member dies, and explain how different pre‑death arrangements, i.e., accumulation and pension interests, affect the options available to trustees and beneficiaries. The session will also cover different types of death benefit pensions (including reversionary and non‑reversionary pensions).
Time
2:00pm - 3:15pm AEDT
Mark Ellem
Mark generally needs no introduction in the SMSF space, he 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. Mark has extensive experience in Self-Managed Superannuation Funds (SMSFs), Pension Funds, Income Tax and Financial Advisory.
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.
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.