Tackle compliance red flags, upcoming rule changes, and key strategies for 2025-26.
A Live Instructor Led Webinar
Stay ahead of the game with our SMSF Year-End Essentials webinar—your bridge between seamless year-end compliance and strategic financial year planning.
In this session Natalie Scott (title) will pinpoint the key ‘red flags’ to address before 30 June, break down the new rules on the horizon, and equip you with ready-to-implement client strategies for 2025-26.
This webinar will cover:
- Key compliance ‘red flags’ to address before 30 June
- Upcoming SMSF rule changes and what they mean for you and your clients
- Practical client strategies to implement for a smooth transition into 2025-26
- Best-practice processes to streamline year-end reporting and planning
- ATO focus areas and risk mitigation tips to keep your clients compliant
- Opportunities and strategies to maximise tax efficiency for SMSFs
Don’t leave your SMSF clients exposed—join us and navigate year-end with confidence.
Register Me
AU $176 per person
Dates & Details
Wednesday, 30 April 2025
Time
2:00pm - 4:30pm AEST (NSW, QLD, VIC,TAS)
1:30pm SA & NT
12:00pm WA
SMSF Association accredited for 1.25 CPD Hours.
What we cover
- Identify planning issues and opportunities for FY26
- Understand non arm’s length expenses/income rules
- Understand contribution caps
- When and how to use the bring forward rules effectively
- Ensuring minimum pension payment is met
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
Natalie Scott
Natalie 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 (and wants!).
She has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. At Knowledge Shop, Natalie is an advisers’ 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.