BEGIN:VCALENDAR VERSION:2.0 PRODID:-//SMSF Association - ECPv6.17.5.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:SMSF Association X-ORIGINAL-URL:https://www.smsfassociation.com X-WR-CALDESC:Events for SMSF Association REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:Australia/Adelaide BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20200404T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20201003T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20210403T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20211002T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20220402T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20221001T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 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TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20430404T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20431003T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20440402T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20441001T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20450401T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20450930T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20460331T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20461006T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20470406T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20471005T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20480404T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20481003T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20490403T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20491002T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20500402T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20501001T163000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1030 TZOFFSETTO:+0930 TZNAME:ACST DTSTART:20510401T163000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0930 TZOFFSETTO:+1030 TZNAME:ACDT DTSTART:20510930T163000 END:DAYLIGHT END:VTIMEZONE BEGIN:VTIMEZONE TZID:Australia/Sydney BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20250405T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20251004T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20260404T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20261003T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20270403T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20271002T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20280401T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20280930T160000 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210208T190000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150017Z CREATED:20250202T233012Z LAST-MODIFIED:20261001T150017Z UID:10000617-1612810800-1901174400@www.smsfassociation.com SUMMARY:SMSF Audit - Preliminary engagement activities DESCRIPTION:OVERVIEW\nIt is easy to focus on the demands of practice in performing an engagement rather than the vehicle used in one’s modus operandi. But safety checks before entering the freeway are a good idea. For the SMSF auditor\, they are essential. \nPrior to the acceptance of any audit engagement\, the auditor is required to perform preliminary procedures to assess whether it is appropriate that the audit engagement is accepted. These preliminary activities include the satisfaction of fundamental ethical requirements\, quality control procedures and independence assessments. The auditor is required to document the agreed terms of the engagement addressing specific objects in the engagement document. \nWhether the audit is a new engagement or a continuing engagement\, the auditor is required to have established acceptance and continuance procedures. This module will examine these vital preliminary audit activities and the engagement process \nLEARNING OUTCOMES\nOn completing this module\, students should be able to:\n• describe the preliminary audit engagement activities\n• explain the audit engagement process\n• apply the acceptance and continuance procedures\n• explain the requirements and objectives of the audit engagement letter. URL:https://www.smsfassociation.com/event/smsf-audit-preliminary-engagement-activities CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210208T190000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150017Z CREATED:20250202T233013Z LAST-MODIFIED:20261001T150017Z UID:10000619-1612810800-1901174400@www.smsfassociation.com SUMMARY:SMSF Audit - Being an SMSF Auditor DESCRIPTION:OVERVIEW \nTo ensure compliance with the rules\, the Australian Taxation Office (ATO) as the regulator of SMSFs places reliance on the work of SMSF auditors. It is a legislative requirement that the financial statements of all SMSFs are audited each year. In many respects\, the integrity of the SMSF industry relies on the conduct of a quality audit by competent practitioners. \nApproved SMSF auditors are required to be registered with the Australian Securities and Investments Commission (ASIC). The legislation covers the requirements that must be met to enable registration with ASIC\, competency standards and independence requirements. \nLEARNING OUTCOMES\nOn completing this module\, students should be able to:\n• understand the regulatory framework that applies to SMSF auditors\n• understand the SMSF audit registration and ongoing education requirements\n• identify the connection between the auditor competency requirements set by ASIC\, professional bodies and the professional and audit standards\n• apply the auditor independence requirements. URL:https://www.smsfassociation.com/event/smsf-audit-being-an-smsf-auditor CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210208T190000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150017Z CREATED:20250202T233013Z LAST-MODIFIED:20261001T150017Z UID:10000618-1612810800-1901174400@www.smsfassociation.com SUMMARY:SMSF Audit - SMSF Audit Standards & Framework DESCRIPTION:OVERVIEW\nThe module\, Being an Auditor examined the compliance framework for the professional and statutory obligations that apply to auditors. This module examines the framework that applies to the conduct of the audit\, comprising of Audit and Assurance Engagement Standards\, and how it applies to the audit of an SMSF. \nSMSF auditors are required to comply with the relevant audit standards published by the Auditing and Assurance Standards Board (AUASB). The AUASB has published Guidance Statement GS 009 ‘Auditing self-managed superannuation funds’ to assist auditors in meeting their obligations and to comply with the relevant audit standards. \nOther modules discuss in further detail the practical application of the relevant audit standards. \nLEARNING OUTCOMES\nOn completing this module\, participants should be able to: \n• explain the audit standards framework and apply to the audit of SMSFs.\n• understand the structure of the audit standards\, how they are understood\, interpreted and applied.\n• explain the professional standards and the requirements for the auditor to comply with the relevant auditing standards.\n• explain the application of the relevant standards and framework as they apply to Part A and Part B of the SMSF approved auditor’s report. URL:https://www.smsfassociation.com/event/smsf-audit-smsf-audit-standards-framework CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210209T080000 DTEND;TZID=Australia/Adelaide:20501231T080000 DTSTAMP:20261001T150011Z CREATED:20210211T004513Z LAST-MODIFIED:20261001T150011Z UID:10000307-1612857600-2556086400@www.smsfassociation.com SUMMARY:SMSF Specialist Auditor Program DESCRIPTION:OVERVIEW \nThe SMSF Specialist Auditor (SSAud®) program meets part of the compliance requirements to become a Registered SMSF Auditor. \nYou will examine the requirements of the Australian Auditing Standards and how they should be applied in an SMSF audit. In addition\, the practical relationship between the Superannuation Industry (Supervision) Act 1993 (SIS Act) compliance audit of an SMSF and the Auditing Standards will be analysed. Specifically\, the subject covers the auditor’s reporting obligations in relation to SIS compliance to both the trustees and the Australian Taxation Office. \nIt is specifically designed for audit professionals seeking recognition for their specialist skills and knowledge required through statutory obligations\, Auditing & Assurance Standards and AUASB Guidance Statements. This Accredited Specialist designation program is designed to be completed within twelve (12) weeks of entering the program. \nTo audit a self-managed super fund\, an auditor must be a qualified member of an approved professional organisation. As of 1 July 2013\, the rules changed and now SMSF Auditors must be registered with ASIC. \nWhen held in conjunction with an accounting degree\, the SMSF Association SSAud® will satisfy the education requirements of the ASIC Auditor Registration\, as it is registered as an approved program under the SMSF Auditor regulations (SIS 9A.02) \nLEARNING OUTCOMES: \nOn successful completion\, you should be able to: \n1. Undertake research on significant SMSF auditing issues\n2. Apply the Auditing Standards to identify compliance issues in an SMSF\n3. Complete an SMSF audit that is compliant with both Australian Auditing Standards and SIS Regulations\n4. Create the required Australian Taxation Office reports and Fund reports URL:https://www.smsfassociation.com/event/smsf-specialist-auditor-program CATEGORIES:Education END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210214T190000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150012Z CREATED:20250202T233010Z LAST-MODIFIED:20261001T150012Z UID:10000614-1613329200-1901174400@www.smsfassociation.com SUMMARY:SMSF Audit - Conducting the audit - Part B (Investments) DESCRIPTION:OVERVIEW\nThe SMSF auditor must form an opinion on the SMSF’s compliance with prescribed requirements of the Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act) and Superannuation Industry (Supervision) Regulations 1994 (Cth) (SIS Regulations). This comprises Part B of the audit report and is generally referred to as ‘the compliance audit’. \nSMSF trustees are required to comply with legislative obligations in the SIS Act and SIS Regulations that relate to the fund’s operation and administration. Trustees have many compliance obligations. For this reason\, SMSFs are not for the faint-hearted or careless. The SMSF auditor is a vital cog in the SMSF compliance landscape. As a regulator\, the ATO prescribes a list of specific sections and regulations against which the auditor must evaluate and report on fund compliance. The regulator’s guidance is a minimum standard. The auditor may include other sections or regulations as suitable criteria in the compliance engagement. \nThe full list of reportable provisions is set out in QC45566. If an SMSF is found to be non-compliant\, the trustees may be liable for fines and administrative penalties. In the worst contingency\, the SMSF may lose its complying status and the significant benefits that complying funds enjoy\, in addition to attracting some very nasty tax consequences. But more on this later. \nIn this module\, we continue our examination of the compliance audit with a focus on the investment rules. \nWe also examine the compliance requirements for the preparation of an SMSF’s investment strategy and the implications this requirement has for the auditor. \nLEARNING OUTCOMES\nOn completing this module\, participants should be able to:\n• explain and apply the audit objectives that apply to the compliance audit (Part B) with respect to the investments audit and requirement to prepare an investment strategy.\n• identify the key components and source of the compliance audit the auditor is required to consider when conducting the audit\n• explain the audit evidence and audit procedures applicable to the compliance audit\n• practical application of the audit framework and audit standards in conducting an audit of the compliance audit (Part B). URL:https://www.smsfassociation.com/event/smsf-audit-conducting-the-audit-part-b-investments CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210214T190000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150013Z CREATED:20250202T233011Z LAST-MODIFIED:20261001T150013Z UID:10000615-1613329200-1901174400@www.smsfassociation.com SUMMARY:SMSF Audit - Conducting the Audit - Part A DESCRIPTION:OVERVIEW\nUnder section 35B(1) of the Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act)\, self-managed superannuation fund (SMSF) trustees are required to ensure that a statement of financial position and an operating statement is prepared for each financial year. Section 35C of the SIS Act requires that those financial statements are audited by an approved SMSF auditor. \nThis module examines the processes and procedures required in undertaking the audit of the financial statements. This is Part A of the Australian Taxation Office (ATO) prescribed audit report — Self-managed superannuation fund independent auditor’s report (2-15). \nThe previous modules have laid the foundation\, covering the audit framework\, preliminary audit procedures\, and the preparation of the audit plan which is essential for conducting the audit. \nThis module looks at the practical application of these areas with regards to Part A of the SMSF audit. \nLEARNING OUTCOMES\nOn completing this module\, participants should be able to:\n• explain and apply the audit objectives that apply to the various transactions and classes of transactions in financial statement audit\n• identify the key components of financial statement assertions the auditor is required to consider when conducting the audit\n• explain the audit evidence and audit procedures required when testing the financial statement assertions\n• practical application of the audit framework and audit standards in conducting an audit of the financial report (Part A). URL:https://www.smsfassociation.com/event/smsf-audit-conducting-the-audit-part-a CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210214T190000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150015Z CREATED:20250202T233011Z LAST-MODIFIED:20261001T150015Z UID:10000616-1613329200-1901174400@www.smsfassociation.com SUMMARY:SMSF Audit - Planning and risk - identification\, assessment and response DESCRIPTION:OVERVIEW\nAs part of the audit process\, the auditor seeks to reduce the risk of material misstatement to a suitably low level. The identification and assessment of actual or potential risk is therefore a key part of the audit process. A risk assessment will assist the auditor in determining the appropriate audit procedures based on the characteristics of the fund. Some high-risk areas for SMSFs include the risk of fraud\, complex transactions\, related party transactions and breaches of the SIS Act and SIS Regulations. \nWhen it comes to audit evidence\, there are several risk considerations in relation to its source\, nature and circumstances under which it is obtained. For example\, should the audit procedures differ where financial reporting processes are provided by SMSF software companies using data feeds? The assessment and consideration of risk facilitates the auditor’s design\, documentation and implementation of the audit plan. \nThe materiality level set by the auditor will impact the risk of material misstatement. Materiality relies on the auditor exercising their professional judgement rather than the use of a prescriptive method of calculation. The auditor must use their skill\, expertise\, and experience to assess the information and documentation. The application of these audit procedures establishes the foundation for the audit and the nature and extent of the audit activities to be undertaken by the auditor. \nLEARNING OUTCOMES\nOn completing this module\, participants should be able to:\n• discuss the audit planning process and purpose\n• explain risk\, types and sources of risk and the impact of risk on the audit\n• discuss the importance and timing of materiality and the processes in assessing and documenting\n• understand the relationship between planning the audit\, risk and materiality and their role in establishing the nature and scope of the aud URL:https://www.smsfassociation.com/event/smsf-audit-planning-and-risk-identification-assessment-and-response CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210214T190000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150018Z CREATED:20250202T233014Z LAST-MODIFIED:20261001T150018Z UID:10000620-1613329200-1901174400@www.smsfassociation.com SUMMARY:SMSF Audit - Auditor Reporting DESCRIPTION:OVERVIEW\nThe final part of the audit process is to form an audit opinion and prepare the audit report. The results of the audit are then communicated. Reporting in connection with the SMSF audit involves several dimensions and various parties. \nThese reporting obligations must be understood to ensure that auditors meet their professional obligations\, discharge their duty to the regulator\, and equip trustees with a timely and informative report. Penalties apply under the SIS Act for non-compliance with the auditor reporting requirements. This topic looks at the practical application of these areas with regards to Part A and Part B of the SMSF audit. \nLEARNING OUTCOMES\nOn completing this module\, participants should be able to:\n• understand the structure and components of the SMSF audit report\n• apply the modification of an auditor’s opinion\n• understand the auditors’ reporting obligations under the SIS Act and the audit standards\n• explain and apply the auditor’s reporting obligations to the ATO as the regulator. URL:https://www.smsfassociation.com/event/smsf-audit-auditor-reporting CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210214T190000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150018Z CREATED:20250202T233014Z LAST-MODIFIED:20261001T150018Z UID:10000621-1613329200-1901174400@www.smsfassociation.com SUMMARY:SMSF Audit - Conducting the Audit - Part B (Admin & Structure) DESCRIPTION:OVERVIEW\nThe SMSF auditor must form an opinion on an SMSFs compliance with prescribed requirements of the Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act) and Superannuation Industry (Supervision) Regulations 1994 (Cth) (SIS Regulations). This comprises Part B of the audit report. This part of the engagement is generally referred to as ‘the compliance audit’. \nSMSF trustees must comply with legislative obligations in the SIS Act and SIS Regulations relating to the fund’s operation and administration. There are many such obligations. For this reason\, SMSFs are not for the faint-hearted or careless. The SMSF auditor is a vital cog in this compliance landscape. As a regulator\, the ATO prescribes a list of specific sections and regulations against which the auditor must evaluate and report on fund compliance. The regulator’s guidance is a minimum standard. The auditor may include other sections or regulations as suitable criteria in the compliance engagement. \nThe full list of reportable provisions is set out in QC45566. If an SMSF is found to be non-compliant\, the trustees may be liable for fines and administrative penalties. In the worst contingency\, the SMSF may lose its complying status and the significant benefits that complying funds enjoy\, in addition to attracting some very nasty tax consequences. But more on this later. \nIn this module\, the compliance audit has been categorised into four topics:\n1. Introduction to compliance audit\n2. SMSF administration\n3. SMSF structural rules\n4. Member accounts \nLEARNING OUTCOMES\nOn completing this module\, participants should be able to:\n• explain and apply the audit objectives that apply to the compliance audit (Part B) in respect of the trustee obligations and the SMSF definition.\n• identify the key components and source of the compliance audit the auditor is required to consider when conducting the audit\n• explain the audit evidence and audit procedures applicable to the compliance audit\n• practical application of the audit framework and audit standards in conducting an audit of the compliance audit (Part B). URL:https://www.smsfassociation.com/event/smsf-audit-conducting-the-audit-part-b-admin-structure CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210214T190000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150011Z CREATED:20260804T003010Z LAST-MODIFIED:20261001T150011Z UID:10000884-1613329200-1901174400@www.smsfassociation.com SUMMARY:SMSF Audit - Conducting the audit - Part B (Contributions & Benefits) DESCRIPTION:OVERVIEW\nThe SMSF auditor must form an opinion on an SMSF’s compliance with prescribed requirements of the Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act) and Superannuation Industry (Supervision) Regulations 1994 (Cth) (SIS Regulations). This comprises Part B of the audit report. This part of the engagement is generally referred to as ‘the compliance audit’. \nSMSF trustees must comply with legislative obligations in the SIS Act and SIS Regulations relating to the fund’s operation and administration. There are many such obligations. For this reason\, SMSFs are not for the faint-hearted or careless. The SMSF auditor is a vital part of this compliance landscape. As the regulator\, the ATO prescribes a list of specific sections and regulations against which the auditor must evaluate and report on fund compliance. The regulator’s guidance is a minimum standard. The auditor may include other sections or regulations as suitable criteria in the compliance engagement. \nThe ATO’s minimum standard guidance for SMSF auditors conducting the compliance engagement is set out in QC45566. If an SMSF is found to be non-compliant\, the trustees may be liable for fines and administrative penalties. In the worst case\, the SMSF may lose its complying status and the significant benefits that complying funds enjoy\, in addition to attracting some very nasty tax consequences. \nIn this module\, we explore SMSF compliance requirements associated with: \nMember contributions / receipts \nMember benefits URL:https://www.smsfassociation.com/event/smsf-audit-conducting-the-audit-part-b-contributions-benefits CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20210923T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150012Z CREATED:20211007T043018Z LAST-MODIFIED:20261001T150012Z UID:10000321-1632384000-1901174400@www.smsfassociation.com SUMMARY:SMSF Specialist Advisor Program DESCRIPTION:The SMSF Association SMSF Specialist Advisor™ accreditation is recognised industry-wide as a comprehensive and challenging assessment of an individual’s ability as an SMSF advisor. \nOVERVIEW \nThe purpose of the SSA accreditation is to qualify individuals who apply a broad and coherent knowledge in a range of contexts to undertake professional work and as a pathway to further learning. The SSA™ accreditation program analyses the unique intersection of the Superannuation Industry (Supervision) Act 1993 (SISA)\, the Superannuation Industry (Supervision) Regulations 1993 (SISR) and the Income Taxation Assessment Acts 1936 and 1997 (ITAA). \nTo be eligible for recognition as an SMSF Specialist Advisor (SSA™) designation with the SMSF Association you are required to complete 9 modules and successfully complete a 2-hour online examination with a pass mark of 50% or higher. The modules offer deep technical content and focus on examining\, in detail\, the array of regulations and legislation that underpin the operation of an SMSF.\nThe modules cover the following topics: \n1. SMSF regulatory framework\n2. Regulating SMSFs\n3. Contribution standards\n4. Investing in an SMSF\n5. Taxing an SMSF\n6. Members interests and preservation standards\n7. Payment standards and paying a benefit\n8. Taxing superannuation payments\n9. SMSF controls – planning for life events \nLEARNING OUTCOMES: \nOn successful completion of this subject\, participants should be able to: \n• Research and explain the legal regulations that apply to SMSFs.\n• Research and critically evaluate the special taxation rules applicable to superannuation contributions\, superannuation funds and superannuation benefits.\n• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.\n• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario. \nKNOWLEDGE\nGraduates of the SSA accreditation will have a broad and coherent theoretical and technical knowledge in one or more disciplines of areas of SMSF practice. \nSKILLS\nGraduates of the of the SSA accreditation will have well-developed cognitive\, technical and communication skills to select and apply methods and technologies to:\n• Analyse and evaluate information to complete a range of activities\n• Analyse\, generate and transmit solutions to unpredictable and sometimes complex problems\n• Transmit knowledge\, skills and ideas to others \nAPPLICATION OF KNOWLEDGE AND SKILLS\nGraduates of the SSA accreditation will apply SMSF industry knowledge and skills to demonstrate autonomy\, well-developed judgement and responsibility;\n• In contexts that require self-directed work and learning\n• Within broad parameters to provide specialist advise and functions \nFASEA CPD CATEGORIES\nThe SSA designation is aligned to competencies under the FASEA CPD categories. The designation supports demonstration for ongoing professional practice in the categories of:\n• Technical competence\n• Regulatory compliance and consumer protection\n• Client care and practice URL:https://www.smsfassociation.com/event/smsf-specialist-advisor-program CATEGORIES:Education END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20220701T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150018Z CREATED:20211014T011524Z LAST-MODIFIED:20261001T150018Z UID:10000320-1656662400-1901174400@www.smsfassociation.com SUMMARY:SMSF Advice - SMSF Regulatory Framework DESCRIPTION:The key to specialising in self-managed superannuation funds (SMSFs) is to understand how legislation interacts and how the various regulators of the superannuation industry interpret the law. While there are many pieces of Commonwealth and state legislation that are relevant to superannuation\, two Acts and their associated Regulations\, are critical to the ongoing management and taxation of superannuation funds\, and by extension SMSFs. The Superannuation Industry (Supervision) Act 1993 (Cth) and Superannuation Industry (Supervision) Regulations 1994 (Cth) were introduced for the prudential management and supervision of superannuation funds\, and the Income Tax Assessment Act 1997 (Cth) and Income Tax Assessment Regulations 1997 (Cth) provide the associated tax concessions for those supervised funds\, where entitled. \nTo fully appreciate the interaction between these two key pieces of legislation\, it is beneficial to understand the Australian superannuation and retirement system and the pathway to the current situation. \nAustralia’s superannuation (retirement income) system has a three-pillar approach: \n• government-funded means-tested age pension\n• compulsory savings via employer award and superannuation guarantee (SG) contributions\n• voluntary savings via superannuation and other sources. \nSMSFs are only one of a number of superannuation fund structures available for individuals to accumulate their retirement benefits.\nThis topic sets the scene for the regulation of SMSFs by providing a summary of the key historical events associated with our superannuation system as well as identifying the purpose of superannuation. It also introduces the key concepts behind the definition of an SMSF that will be explored further throughout this subject. \nLEARNING OUTCOMES \nOn completing this topic\, you will be able to: \n– Confirm the key pieces of legislation that govern the regulation of SMSFs\n– Explain the significant events that have occurred in the history of superannuation in Australia\n– Explain the purpose of superannuation\n– Formulate an abstract definition of an SMSF\n– Evaluate who can and cannot be a trustee and member of an SMSF URL:https://www.smsfassociation.com/event/smsf-advice-smsf-regulatory-framework CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20220702T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150016Z CREATED:20211025T231520Z LAST-MODIFIED:20261001T150016Z UID:10000319-1656748800-1901174400@www.smsfassociation.com SUMMARY:SMSF Advice - Establishing an SMSF DESCRIPTION:This module looks at the steps to establish a self-managed superannuation fund (SMSF) as a regulated superannuation fund in order to become a complying superannuation fund entitled to tax concessions. The module identifies the trustee covenants that all trustees must abide by and are deemed to be incorporated into the governing rules of the fund whether they are actually stated or not. \nIn the first significant link between the Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act) and the Income Tax Assessment Act 1997 (Cth) (ITAA 97)\, this topic reviews the definition of an Australian superannuation fund which is a definition that an SMSF is required to satisfy if it is to be a complying superannuation fund. \nFinally\, the module covers the fund’s responsibilities that must be outsourced and identifies the penalty regime that applies to all SMSFs for breaches of the SIS Act. \nLEARNING OUTCOMES \nOn completing this module\, you should be able to: \n• identify some of the considered advantages and disadvantages of having an SMSF\n• list the key regulatory steps required to establish an SMSF\n• identify the key trustee covenants and their associated regulations to ensure an SMSF meets its obligations with regards to assets\n and investment strategies\n• describe the characteristics of an Australian superannuation fund\n• ensure an SMSF continues to satisfy the definition of an Australian superannuation fund\n• discuss the various penalties that may be imposed on SMSF trustees for a breach of the SIS Act. URL:https://www.smsfassociation.com/event/smsf-advice-establishing-an-smsf CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20220703T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150015Z CREATED:20211026T051522Z LAST-MODIFIED:20261001T150015Z UID:10000318-1656835200-1901174400@www.smsfassociation.com SUMMARY:SMSF Advice - Contribution Standards DESCRIPTION:Contributions require a thorough understanding of the Superannuation Industry (Supervision) Regulations 1994 (Cth) (SIS Regulations)\, and the Income Tax Assessment Act 1997 (Cth) (ITAA 97) and Income Tax Assessment Regulations 1997 as they provide the rules on making and accepting contributions\, and determine the taxation treatment\, designation and deductibility. \nThis module provides an outline of the rules about accepting contributions\, who can make contributions and the way those contributions can be made.\nIt then discusses the difference between mandatory and non-mandatory contributions\, taxable and non-taxable contributions and excessive and non-excessive contributions. \nThe module also highlights some of the key contributions that can be made to help members accumulate beyond normal contributions\, leading to strategic opportunities. \nLEARNING OUTCOMES \nOn completing this module\, you should be able to: \n• outline when a fund can and cannot accept contributions based on a member’s age\n• provide an overview of the types of contributions that can be made\n• highlight how contributions can be made to a fund\n• calculate the amount of concessional and non-concessional contributions that will be excessive\n• identify when contributions can be returned. URL:https://www.smsfassociation.com/event/smsf-advice-contribution-standards CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20220704T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150013Z CREATED:20211101T044516Z LAST-MODIFIED:20261001T150013Z UID:10000317-1656921600-1901174400@www.smsfassociation.com SUMMARY:SMSF Advice - Investing in an SMSF DESCRIPTION:Self-managed superannuation fund (SMSF) trustees have ultimate control over the investments of the fund\, so long as all investments are made in conjunction with the fund’s investment strategy\, the sole purpose test and within the investment restrictions outlined in the Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act) and Superannuation Industry (Supervision) Regulations 1994 (Cth) (SIS Regulations). \nThe module analyses the requirements for an SMSF to have an investment strategy in accordance with the trustee covenants and operating standards for investments. It also revisits the concept of the sole purpose test\, with a deeper review of what the test requires. \nHaving determined a fund’s investment strategy\, this module investigates the numerous investment restrictions placed on superannuation trustees\, and more specifically SMSF trustees\, and the exceptions to the rules that allow SMSFs and small Australian Prudential Regulation Authority (APRA) funds (SAFs) to acquire certain assets from related parties that other funds are unable to acquire. \nLEARNING OUTCOMES \nOn completing this module\, you should be able to: \n• identify the obligations associated with giving effect and formulating an investment strategy\n• consider the sole purpose test with regards to making investments in an SMSF\n• describe the prohibitions that an SMSF trustee is faced with in regards to investments and the exceptions to those prohibitions\n• outline the assets that the trustees of an SMSF can acquire from a related party of the fund\n• define a related party of the fund\n• understand the rules relating specifically to collectable and personal-use assets that apply only to SMSFs\n• describe the in-house asset rules and how they apply\n• consider the use of reserves in an SMSF. URL:https://www.smsfassociation.com/event/smsf-advice-investing-in-an-smsf CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20220705T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150016Z CREATED:20211101T044522Z LAST-MODIFIED:20261001T150016Z UID:10000316-1657008000-1901174400@www.smsfassociation.com SUMMARY:SMSF Advice - Taxing an SMSF DESCRIPTION:This module explores a complying superannuation fund’s taxation obligations. It considers the taxation of contributions\, the applicable capital gains tax (CGT) provisions\, how foreign transfers are treated and ordinary income. \nThis module also identifies income from transactions that are not maintained on an arm’s-length basis and imposes a higher rate of tax for income that is deemed not at arm’s length. It also explores the deductions allowable for a self-managed superannuation fund (SMSF) both in accumulation and retirement phases. \nLEARNING OUTCOMES \nOn completing this module\, you should be able to: \n• identify which contributions are taxable\n• understand how capital gains tax is calculated in an SMSF\n• make an election to have the applicable fund earnings of a foreign superannuation fund taxed concessionally in an SMSF\n• determine what income amounts are deemed non-arm’s length income\n• identify which insurance premiums are deductible\n• explain how the exempt current pension income deduction works. URL:https://www.smsfassociation.com/event/smsf-advice-taxing-an-smsf CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20220706T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150014Z CREATED:20211103T051514Z LAST-MODIFIED:20261001T150014Z UID:10000315-1657094400-1901174400@www.smsfassociation.com SUMMARY:SMSF Advice - Members' interest and preservation standards DESCRIPTION:All superannuation members have an interest in their superannuation fund. For self-managed superannuation fund (SMSF) members\, these interests are a single accumulation interest and/or single or multiple pension interests.\nThis module defines an interest is an SMSF and explains the preservation status of a members’ benefit. \nThe module also considers the conditions of release that a member must satisfy to access money from their superannuation interest. \nLEARNING OUTCOMES \nOn completing this module\, you should be able to: \n• calculate a member’s tax-free and taxable components in an interest\n• describe the various preserved benefits\n• identify and discuss the various conditions of release that apply\n• describe the cashing restrictions that apply to certain conditions of release. URL:https://www.smsfassociation.com/event/smsf-advice-members-interest-and-preservation-standards CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20220707T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150016Z CREATED:20211103T051517Z LAST-MODIFIED:20261001T150016Z UID:10000314-1657180800-1901174400@www.smsfassociation.com SUMMARY:SMSF Advice - Pension payment standards and paying a benefit DESCRIPTION:This module considers the features of a member account and how a member can access their money. It also discusses how money can be taken either as a superannuation lump sum or as an income stream and how both lump sum and pension payments are proportioned between taxable and tax-free components. \nThis module also reviews previous types of pension payable from a self-managed superannuation fund (SMSF) and discusses the critical issues of when a pension commences and ceases and introduces the concept of the transfer balance cap. \nLEARNING OUTCOMES \nOn completing this module\, you should be able to: \n• identify the types of benefits that can be paid from an SMSF\, and when\n• Identify when a pension commences and ceases\n• calculate the minimum pension obligations for a full or part-year pension\n• discuss the requirements when a pension is commuted\n• detail the different types of pension that can be paid from an SMSF\n• understand the transfer balance cap. URL:https://www.smsfassociation.com/event/smsf-advice-pension-payment-standards-and-paying-a-benefit CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20220708T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150016Z CREATED:20211103T051518Z LAST-MODIFIED:20261001T150016Z UID:10000332-1657267200-1901174400@www.smsfassociation.com SUMMARY:SMSF Advice - Taxing superannuation payments DESCRIPTION:This module provides the final overlay of taxation on benefit payments. Having identified the components of a member’s interest\, the proportioning that applies to benefit payments and the types of benefits that can be paid\, the final step is to determine how much tax is to be paid on those benefits. The module also considers the taxation treatment of non-standard benefit payments such as disability superannuation benefits and terminal illness benefits. \nLEARNING OUTCOMES \nOn completing this module\, participants should be able to:\n• calculate how much tax is payable on a lump sum or pension\n• identify the taxation implications of paying a reversionary pension\n• calculate the tax-free portion of a disability superannuation lump sum\n• calculate the untaxed element of a superannuation lump sum death benefit payable to a non-tax dependant. URL:https://www.smsfassociation.com/event/smsf-advice-taxing-superannuation-payments CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20220709T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150017Z CREATED:20211103T051519Z LAST-MODIFIED:20261001T150017Z UID:10000331-1657353600-1901174400@www.smsfassociation.com SUMMARY:SMSF Advice - SMSF Controls - planning for life DESCRIPTION:This module provides the relevant references to paying benefits from a self-managed superannuation fund (SMSF) in the event of the death of a member. It revisits the trustee requirements on death\, the benefit payment options and references the appropriate taxation. The module also investigates the ways in which a member can direct the trustees of their fund to pay their benefit when they pass away. \nFollowing on from the death of a member\, this module looks at a number of taxation deductions available to the fund once a death benefit has been paid and finally provides a guide to winding up the SMSF. \nLEARNING OUTCOMES \nOn completing this module\, you should be able to: \n• identify the different types of nominations that can be made to a superannuation fund\n• differentiate between a Superannuation Industry (Supervision) Act 1993 (Cth) dependant and a tax dependent\n• calculate an anti-detriment benefit and deduction\n• calculate the future liability to pay a benefit deduction\n• wind-up an SMSF. URL:https://www.smsfassociation.com/event/smsf-advice-smsf-controls-planning-for-life CATEGORIES:Education,Short Course END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20250914T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150012Z CREATED:20250915T024511Z LAST-MODIFIED:20261001T150012Z UID:10000737-1757836800-1901174400@www.smsfassociation.com SUMMARY:SSA Recognition Pathway Course DESCRIPTION:Have your expertise recognised \nIn recognition of previous experience or current qualifications\, bypass the course work required in the SMSF Specialist Advisor program and complete the assessment component only. \nDesigned with the busy practitioner in mind\, the course provides the opportunity for specialist accreditation within a 12 week time period and includes: \n1. Optional pre-reading\n2. Individual assignment\n3. Final exam \nOn successful completion of this program\, participants should be able to: \n• Research and explain the legal regulations that apply to SMSFs.\n• Research and critically evaluate the special taxation rules applicable to superannuation contributions\, superannuation funds and superannuation benefits.\n• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.\n• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario. URL:https://www.smsfassociation.com/event/ssa-recognition-pathway-course CATEGORIES:Education END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Adelaide:20260501T080000 DTEND;TZID=Australia/Adelaide:20300331T080000 DTSTAMP:20261001T150014Z CREATED:20260514T023009Z LAST-MODIFIED:20261001T150014Z UID:10000839-1777622400-1901174400@www.smsfassociation.com SUMMARY:SSAud Recognition Pathway Course DESCRIPTION:Have your expertise recognised \nIn recognition of previous experience or current qualifications\, bypass the course work required in the SMSF Specialist Auditor course and complete the assessment component only. \nDesigned with the busy practitioner in mind\, the course provides the opportunity for specialist accreditation within a 12 week time period and includes: \n1. Optional pre-reading\n2. Final exam \nOn successful completion\, you should be able to: \n1. Undertake research on significant SMSF auditing issues\n2. Apply the Auditing Standards to identify compliance issues in an SMSF\n3. Complete an SMSF audit that is compliant with both Australian Auditing Standards and SIS Regulations\n4. Create the required Australian Taxation Office reports and Fund reports URL:https://www.smsfassociation.com/event/ssaud-recognition-pathway-course CATEGORIES:Education END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260604T103000 DTEND;TZID=Australia/Sydney:20270604T113000 DTSTAMP:20261001T143022Z CREATED:20260923T000017Z LAST-MODIFIED:20261001T143022Z UID:10000902-1780569000-1812108600@www.smsfassociation.com SUMMARY:SMSF Specialist Auditor Discussion Group - 4 June 2026 DESCRIPTION:Join in the conversation with this unique online discussion group designed for our SMSF Specialist Auditors (SSAud) and SSAud candidates. \nThe SMSF Association is proud to host these sessions\, facilitated by leading SSAud members\, and supported by the SMSF Association’s technical team. \nThese sessions are an opportunity for auditors to come together and discuss issues affecting SMSF auditors in practice. This includes topics of a technical nature\, professional and ethical standards\, and emerging issues. \nEnhance your practice\, network with other specialist auditors and earn SMSF audit CPD hours. \nThe topics for discussion are member led\, with participants invited to submit their SMSF audit related topics and issues for discussion to education@smsfassociation.com. \nA copy of the agenda and online access details will be emailed to registered participants 24 hours prior to the ADG. \nPLEASE NOTE: Registration for this discussion group is limited to our SMSF Specialist Auditor (SSAud) members and those currently enrolled in the SSAud program only.\nTime is reflected as AEST. \nPlease see the ADG terms and conditions here . URL:https://www.smsfassociation.com/event/smsf-specialist-auditor-discussion-group-4-june-2026 LOCATION:Your desk CATEGORIES:Auditor Discussion Group,On Demand END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260616T120000 DTEND;TZID=Australia/Sydney:20270616T130000 DTSTAMP:20261001T143019Z CREATED:20260923T000015Z LAST-MODIFIED:20261001T143019Z UID:10000901-1781611200-1813150800@www.smsfassociation.com SUMMARY:All-Seasons Portfolios: Growing Wealth Through Every Market Climate (In Practice - 16 June 2026) DESCRIPTION:Join the SMSF Association Technical Team and a guest speaker for the In Practice Webinar Series. \nIn Practice is a monthly session of peer-to-peer learning\, by Advisers for Advisers. \nThis month’s topic \nAll-Seasons Portfolios: Growing Wealth Through Every Market Climate \nAll-Seasons Portfolios: Growing Wealth Through Every Market Climate is a practical\, research-based framework for long-term investing built on three principles: quality\, diversification and time. The session explains why most investors underperform\, draws on Buffett’s approach to quality compounding\, and introduces a dual-horizon framework combining a 20-year strategic allocation with disciplined 5-year dynamic positioning. It applies these ideas to retirement planning through a sequence-of-returns case study and bucket strategy for sustaining a 5% withdrawal\, and closes with practical guidance on building transparent\, lower-cost portfolios. We will also examine appropriate portfolio allocations in the context of today’s market outlook\, helping attendees translate framework principles into timely\, actionable positioning. \nPresented by: Andrew Doherty\, Principal & Portfolio Manager \nTime is reflected as AEST. URL:https://www.smsfassociation.com/event/all-seasons-portfolios-growing-wealth-through-every-market-climate-in-practice-16-june-2026 LOCATION:Your desk CATEGORIES:In Practice,On Demand END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260702T103000 DTEND;TZID=Australia/Sydney:20270702T113000 DTSTAMP:20261001T143016Z CREATED:20260923T000013Z LAST-MODIFIED:20261001T143016Z UID:10000898-1782988200-1814527800@www.smsfassociation.com SUMMARY:SMSF Specialist Auditor Discussion Group - 2 July 2026 DESCRIPTION:Join in the conversation with this unique online discussion group designed for our SMSF Specialist Auditors (SSAud) and SSAud candidates. \nThe SMSF Association is proud to host these sessions\, facilitated by leading SSAud members\, and supported by the SMSF Association’s technical team. \nThese sessions are an opportunity for auditors to come together and discuss issues affecting SMSF auditors in practice. This includes topics of a technical nature\, professional and ethical standards\, and emerging issues. \nEnhance your practice\, network with other specialist auditors and earn SMSF audit CPD hours. \nThe topics for discussion are member led\, with participants invited to submit their SMSF audit related topics and issues for discussion to education@smsfassociation.com. \nA copy of the agenda and online access details will be emailed to registered participants 24 hours prior to the ADG. \nPLEASE NOTE: Registration for this discussion group is limited to our SMSF Specialist Auditor (SSAud) members and those currently enrolled in the SSAud program only.\nTime is reflected as AEST. \nPlease see the ADG terms and conditions here . URL:https://www.smsfassociation.com/event/smsf-specialist-auditor-discussion-group-2-july-2026 LOCATION:Your desk CATEGORIES:Auditor Discussion Group,On Demand END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260707T110000 DTEND;TZID=Australia/Sydney:20270707T120000 DTSTAMP:20261002T004513Z CREATED:20260707T043010Z LAST-MODIFIED:20261002T004513Z UID:10000860-1783422000-1814961600@www.smsfassociation.com SUMMARY:SMSF Industry Update - Legislation\, policy and trends - 7 July 2026 DESCRIPTION:Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry. \nOVERVIEW: \nThe purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends\, statistics\, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends\, developments\, challenges\, and opportunities! \nThe webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector\, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice. \nPlease note time is reflected as AEST. URL:https://www.smsfassociation.com/event/smsf-industry-update-legislation-policy-and-trends-7-july-2026 CATEGORIES:On Demand,SMSF Industry Update END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260721T120000 DTEND;TZID=Australia/Sydney:20270721T130000 DTSTAMP:20261002T000014Z CREATED:20260721T060012Z LAST-MODIFIED:20261002T000014Z UID:10000862-1784635200-1816174800@www.smsfassociation.com SUMMARY:Cybersecurity for Financial Services (In Practice - 21 July 2026) DESCRIPTION:Join the SMSF Association Technical Team and a guest speaker for the In Practice Webinar Series. \nIn Practice is a monthly session of peer-to-peer learning\, by Advisers for Advisers. \nThis month’s topic \nCybersecurity for Financial Services: Protecting Trust\, Clients & Continuity\nPresented by: Jim Kay | CEO & Founder | IT Networks | Cybersecurity & IT Systems Expert \nIn today’s digital-first world\, financial services firms are guardians of highly sensitive client data. \nThese SMEs face mounting cyber risks that can threaten both client livelihoods and firm survival. In this webinar\, Jim Kay delivers compelling\, real-world insights into the evolving cyber threat landscape specifically affecting small to medium financial services firms. He shares actionable strategies to protect client trust\, uphold regulatory trust\, and strengthen business resilience—all through a pragmatic\, SME-focused lens. \nDrawing from current Australian data\, regulatory pressures\, and real-life breaches\, Jim illuminates how cybersecurity must be approached not as a standalone tech concern\, but as a foundational pillar supporting reputation\, compliance\, and operational continuity. \nJim also addresses the often overlooked human behaviour and culture aspects of cyber risk\, helping firms shape resilient\, alert organisations. And his insights into the regulatory alignment assist owners and partners of financial firms in integrating cybersecurity into their customer board-level dialogue. \nTime is reflected as AEST. URL:https://www.smsfassociation.com/event/cybersecurity-for-financial-services-in-practice-21-july-2026 LOCATION:Your desk CATEGORIES:In Practice,On Demand END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260806T103000 DTEND;TZID=Australia/Sydney:20270806T113000 DTSTAMP:20261001T143016Z CREATED:20260923T000014Z LAST-MODIFIED:20261001T143016Z UID:10000899-1786012200-1817551800@www.smsfassociation.com SUMMARY:SMSF Specialist Auditor Discussion Group - 6 August 2026 DESCRIPTION:Join in the conversation with this unique online discussion group designed for our SMSF Specialist Auditors (SSAud) and SSAud candidates. \nThe SMSF Association is proud to host these sessions\, facilitated by leading SSAud members\, and supported by the SMSF Association’s technical team. \nThese sessions are an opportunity for auditors to come together and discuss issues affecting SMSF auditors in practice. This includes topics of a technical nature\, professional and ethical standards\, and emerging issues. \nEnhance your practice\, network with other specialist auditors and earn SMSF audit CPD hours. \nThe topics for discussion are member led\, with participants invited to submit their SMSF audit related topics and issues for discussion to education@smsfassociation.com. \nA copy of the agenda and online access details will be emailed to registered participants 24 hours prior to the ADG. \nPLEASE NOTE: Registration for this discussion group is limited to our SMSF Specialist Auditor (SSAud) members and those currently enrolled in the SSAud program only.\nTime is reflected as AEST. \nPlease see the ADG terms and conditions here . URL:https://www.smsfassociation.com/event/smsf-specialist-auditor-discussion-group-6-august-2026 LOCATION:Your desk CATEGORIES:Auditor Discussion Group,On Demand END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260818T120000 DTEND;TZID=Australia/Sydney:20270818T130000 DTSTAMP:20261002T020012Z CREATED:20260818T071511Z LAST-MODIFIED:20261002T020012Z UID:10000888-1787054400-1818594000@www.smsfassociation.com SUMMARY:Borrowing in a New Era: Navigating SMSF Opportunities and Risks (In Practice - 18 August 2026) DESCRIPTION:Join the SMSF Association Technical Team and a guest speaker for the In Practice Webinar Series. \nIn Practice is a monthly session of peer-to-peer learning\, by Advisers for Advisers. \nThis month’s topic \nBorrowing in a New Era: Navigating SMSF Opportunities and Risks\nPresented by: Richard Chesworth\, Head of Specialised Distribution – Bluestone Home Loans \n Session Overview:\nThe SMSF borrowing landscape is undergoing significant change. \nRecent legislative reforms restricting new limited recourse borrowing arrangements (LRBAs) for residential property will reshape how borrowing strategies are used within SMSFs – meaning advisers\, trustees and auditors will need to reassess how borrowing fits within contemporary SMSF strategies. \nIn this session\, Richard Chesworth will provide a practical update on the current borrowing environment\, including what the new rules do (and do not) prohibit. \nThis session will examine the practical implications of the new rules\, the borrowing opportunities that remain available\, and what advisers\, trustees and auditors need to consider when assessing borrowing strategies in the current environment. \nThrough this presentation\, Richard will also explore key compliance risks that continue to arise in practice\, including related-party arrangements\, property improvements\, refinancing strategies and other common borrowing pitfalls – ensuring that attendees gain a clearer understanding of where the opportunities remain\, where the risks lie\, and how to navigate SMSF borrowing with confidence. \nTime is reflected as AEST. URL:https://www.smsfassociation.com/event/borrowing-in-a-new-era-navigating-smsf-opportunities-and-risks-in-practice-18-august-2026 LOCATION:Your desk CATEGORIES:In Practice,On Demand END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260901T110000 DTEND;TZID=Australia/Sydney:20270901T120000 DTSTAMP:20261002T004513Z CREATED:20260901T043011Z LAST-MODIFIED:20261002T004513Z UID:10000889-1788260400-1819800000@www.smsfassociation.com SUMMARY:SMSF Industry Update - Legislation\, policy and trends - 1 September 2026 DESCRIPTION:Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry. \nOVERVIEW: \nThe purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends\, statistics\, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends\, developments\, challenges\, and opportunities! \nThe webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector\, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice. \nPlease note time is reflected as AEST. URL:https://www.smsfassociation.com/event/smsf-industry-update-legislation-policy-and-trends-1-september-2026 CATEGORIES:On Demand,SMSF Industry Update END:VEVENT END:VCALENDAR