Join our policy and technical specialists as they unpack what you need to know from the Government’s Federal Budget.
OVERVIEW:
The 2026-27 Australian Federal Budget will be handed down on Tuesday 12 May 2026.
Join our technical and policy teams as we unpack relevant changes relating to the SMSF sector.
This update will highlight the essential budget announcements impacting the superannuation industry with a focus on discussing their potential impact on SMSFs.
The session is a must for SMSF professionals and practitioners to help you gain a clear understanding on what the Federal Budget announcements could mean for you and your clients.
Please note time is reflected as AEST.
Have your expertise recognised
In recognition of previous experience or current qualifications, bypass the course work required in the SMSF Specialist Auditor course and complete the assessment component only.
Designed with the busy practitioner in mind, the course provides the opportunity for specialist accreditation within a 12 week time period and includes:
1. Optional pre-reading
2. Final exam
On successful completion, you should be able to:
1. Undertake research on significant SMSF auditing issues
2. Apply the Auditing Standards to identify compliance issues in an SMSF
3. Complete an SMSF audit that is compliant with both Australian Auditing Standards and SIS Regulations
4. Create the required Australian Taxation Office reports and Fund reports
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.
OVERVIEW
The 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).
To be eligible for recognition as an SMSF Specialist Advisor (SSA™) designation with the SMSF Association you are required to complete 9 study modules and pass a 2,000 word individual assignment and 80 minute online examination with a pass mark of 50% or higher for each. 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.
The modules cover the following topics:
1. SMSF regulatory framework
2. Regulating SMSFs
3. Contribution standards
4. Investing in an SMSF
5. Taxing an SMSF
6. Members interests and preservation standards
7. Payment standards and paying a benefit
8. Taxing superannuation payments
9. SMSF controls – planning for life events
LEARNING OUTCOMES:
On successful completion of this subject, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
KNOWLEDGE
Graduates of the SSA accreditation will have a broad and coherent theoretical and technical knowledge in one or more disciplines of areas of SMSF practice.
SKILLS
Graduates of the of the SSA accreditation will have well-developed cognitive, technical and communication skills to select and apply methods and technologies to:
• Analyse and evaluate information to complete a range of activities
• Analyse, generate and transmit solutions to unpredictable and sometimes complex problems
• Transmit knowledge, skills and ideas to others
APPLICATION OF KNOWLEDGE AND SKILLS
Graduates of the SSA accreditation will apply SMSF industry knowledge and skills to demonstrate autonomy, well-developed judgement and responsibility;
• In contexts that require self-directed work and learning
• Within broad parameters to provide specialist advise and functions
FASEA CPD CATEGORIES
The SSA designation is aligned to competencies under the FASEA CPD categories. The designation supports demonstration for ongoing professional practice in the categories of:
• Technical competence
• Regulatory compliance and consumer protection
• Client care and practice
• Tax financial advice
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.
OVERVIEW
The 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).
To be eligible for recognition as an SMSF Specialist Advisor (SSA™) designation with the SMSF Association you are required to complete 9 study modules and pass a 2,000 word individual assignment and 80 minute online examination with a pass mark of 50% or higher for each. 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.
The modules cover the following topics:
1. SMSF regulatory framework
2. Regulating SMSFs
3. Contribution standards
4. Investing in an SMSF
5. Taxing an SMSF
6. Members interests and preservation standards
7. Payment standards and paying a benefit
8. Taxing superannuation payments
9. SMSF controls – planning for life events
LEARNING OUTCOMES:
On successful completion of this subject, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
KNOWLEDGE
Graduates of the SSA accreditation will have a broad and coherent theoretical and technical knowledge in one or more disciplines of areas of SMSF practice.
SKILLS
Graduates of the of the SSA accreditation will have well-developed cognitive, technical and communication skills to select and apply methods and technologies to:
• Analyse and evaluate information to complete a range of activities
• Analyse, generate and transmit solutions to unpredictable and sometimes complex problems
• Transmit knowledge, skills and ideas to others
APPLICATION OF KNOWLEDGE AND SKILLS
Graduates of the SSA accreditation will apply SMSF industry knowledge and skills to demonstrate autonomy, well-developed judgement and responsibility;
• In contexts that require self-directed work and learning
• Within broad parameters to provide specialist advise and functions
FASEA CPD CATEGORIES
The SSA designation is aligned to competencies under the FASEA CPD categories. The designation supports demonstration for ongoing professional practice in the categories of:
• Technical competence
• Regulatory compliance and consumer protection
• Client care and practice
• Tax financial advice
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.
OVERVIEW
The 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).
To be eligible for recognition as an SMSF Specialist Advisor (SSA™) designation with the SMSF Association you are required to complete 9 study modules and pass a 2,000 word individual assignment and 80 minute online examination with a pass mark of 50% or higher for each. 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.
The modules cover the following topics:
1. SMSF regulatory framework
2. Regulating SMSFs
3. Contribution standards
4. Investing in an SMSF
5. Taxing an SMSF
6. Members interests and preservation standards
7. Payment standards and paying a benefit
8. Taxing superannuation payments
9. SMSF controls – planning for life events
LEARNING OUTCOMES:
On successful completion of this subject, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
KNOWLEDGE
Graduates of the SSA accreditation will have a broad and coherent theoretical and technical knowledge in one or more disciplines of areas of SMSF practice.
SKILLS
Graduates of the of the SSA accreditation will have well-developed cognitive, technical and communication skills to select and apply methods and technologies to:
• Analyse and evaluate information to complete a range of activities
• Analyse, generate and transmit solutions to unpredictable and sometimes complex problems
• Transmit knowledge, skills and ideas to others
APPLICATION OF KNOWLEDGE AND SKILLS
Graduates of the SSA accreditation will apply SMSF industry knowledge and skills to demonstrate autonomy, well-developed judgement and responsibility;
• In contexts that require self-directed work and learning
• Within broad parameters to provide specialist advise and functions
FASEA CPD CATEGORIES
The SSA designation is aligned to competencies under the FASEA CPD categories. The designation supports demonstration for ongoing professional practice in the categories of:
• Technical competence
• Regulatory compliance and consumer protection
• Client care and practice
• Tax financial advice
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The 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!
The 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.
Please note time is reflected as AEST.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The 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!
The 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.
Please note time is reflected as AEDT.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The 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!
The 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.
Please note time is reflected as AEST.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The 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!
The 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.
Please note time is reflected as AEDT.
Have your expertise recognised
In recognition of previous experience or current qualifications, bypass the course work required in the SMSF Specialist Advisor program and complete the assessment component only.
Designed with the busy practitioner in mind, the course provides the opportunity for specialist accreditation within a 12 week time period and includes:
1. Optional pre-reading
2. Individual assignment
3. Final exam
On successful completion of this program, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.