SMSF Residency Webinar
Recorded 13 August 2025. We help you identify when there is an issue, what options exist for managing impending or existing issues, and how to effectively utilise the temporary absence rules. 13 August 2025
The residency, compliance and tax rules for SMSFs are all directly linked. When it comes to managing residency, strict timeframes and processes must be adhered to avoid the fund being deemed non-compliant and stripping close to 50% of its value.
Recorded 13 August 2025
The residency, compliance, and tax rules for SMSFs are tightly interconnected and getting it wrong can be costly. If an SMSF is deemed non-compliant, nearly half of its value could be lost in tax penalties.
If you have clients with SMSF members planning to move overseas or who are already abroad there are critical steps you need to take to protect the fund’s status. This webinar will guide you through the key residency rules, explain what must be done to remain compliant, and explore the consequences of different actions (or inaction).
You will learn how to:
- Identify potential or existing residency issues
- Navigate the rules around temporary absences
- Understand the practical options for managing overseas members
- Don’t wait until it’s too late, join us to ensure you’re on top of this high-risk area of SMSF compliance.
Total 1.25 CPD Hours
On completion, participants will be able to:
- Understand the definition of an Australian Superannuation Fund
- Apply the temporary absence rules in practice
- Understand Central Management and Control and division of Central Management and Control
- Who should really be making the high level decisions of the fund
- Proposed changes to the rules
Natalie Scott
Superannuation Adviser, Knowledge Shop
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.
SMSF Residency Webinar
Superannuation
1.25 hours | 1 modules
Investment per person:
$160.00
+ GST
Team cost:
$400.00
+ GST
You can’t use team rate, please either signup or login to access team rates
CPD Hours: 1.25 hrs
FS
SMSF
Tax Accounting
General