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SMSFs and the Provision of Private Loans

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SMSF Loans & Investments:
Stay Compliant, Stay in Control

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We will draw on real life examples we see regularly through our technical help desk (the good, the bad and the ugly!)

A Live Instructor Led Webinar

More SMSF trustees are exploring private loans, but too many are doing it without understanding the rules, and it’s accountants like you left to pick up the pieces. 

 Join SMSF specialist Jason Hurst in this practical, accountant-focused webinar that takes you behind the scenes of real-life client scenarios involving SMSF loans. From related party arrangements to risky investments in unlisted entities, you’ll hear what’s going wrong, why, and how to guide your clients through the complexity before they land in hot water. 

 You will walk away with clarity on: 

  • How to assess if a loan meets the sole purpose test 
    The arm’s length and in-house asset rules in action
  • What to document so the auditor doesn’t come knocking 
  • The red flags to raise when clients ask ‘can we?  and how to reframe it as ‘should we?’ 
  • Avoiding audit delays caused by poor planning and misunderstood structures
Whether you’re already fielding client questions about SMSF loans or suspect they’re coming soon, this is one session you can’t afford to miss.

 

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AU $176 per person

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Register Team*

AU $440 (up to 10)
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Total 1.25 CPD Hours

Date & Details

Wednesday, 15 October 2025

Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA

SMSF Association accredited for 1.25 CPD Hours.

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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

On completion, participants will be able to: 

  • Understand the relevant superannuation (SIS) rules that need to be considered before an SMSF provides a loan.  
  • Articulate to clients the risks and problem areas that can occur with private loans. 
  • Understand the audit requirements for loans and unlisted investments and be able to articulate these to trustees before they make a final decision to provide loans. 
  • Deal with the aftermath where private loans have gone ‘bad’. 


What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to webinar recording
  • Webinar materials

Our presenter

Technical Superannuation Adviser, Knowledge Shop

Jason Hurst

Jason HurstJason 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 5 program 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.

The General Terms and Conditions can be accessed here.