SMSFs Investing via Interposed Entities
Understand the true risks of SMSF investments through interposed entities—from compliance obligations to commercial realities
This training is recommended for all practitioners and advisers working with SMSFs.
A Live Instructor Led Webinar
This webinar examines the compliance framework and practical considerations when SMSFs invest via interposed entities. It reviews the superannuation obligations that commonly arise, including arm’s‑length dealings, the sole‑purpose test, in‑house asset limits (and the special considerations where the interposed entity is un‑geared), together with the income tax consequences, with particular focus on non‑arm’s‑length income (NALI).
The session translates these legal and tax principles into practical checkpoints advisers and trustees can apply when assessing and documenting such investments.
Alongside the technical rules, the webinar considers the commercial and operational risks that can flow from investing through an interposed vehicle. For example, creditor exposure, recovery challenges and the ripple effects if an underlying activity (such as a property development) fails.
Register Me
AU $160 + GST per person
Register Team*
AU $480 + GST (up to 10)
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Date & Details
Wednesday, 16 September 2026
Time
2:00pm - 3:15pm AEST
*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:
- Evaluate the suitability and risk profile of using an interposed entity for SMSF investments.
- Identify the key compliance checks and documentation trustees and advisers should maintain when investing through an interposed vehicle.
- Understand the income tax implications and necessary record‑keeping to support the SMSF’s tax position.
What's included?
- 1 x 1.25 hour (est.) webinar
- 3 month access to webinar recording
- Webinar materials
Our presenter
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.
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.