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SMSF Workshop: Compliance, strategy and tax essentials - Part 1

Recorded 10 September 2025. SMSF Admin, expenses and financial statements

This training is recommended for Accountants working in public practice

Recorded 10 September 2025

Move beyond the basics of SMSF compliance work.

On the job training will only take you so far and software is only as good as the data it's given. This exceptional workshop is designed to deliver the skills SMSF compliance teams need to identify and manage complex SMSF tax and compliance issues before they become a problem.

The SMSF Online Workshop steps through the essential processes and procedures for managing the key elements of an SMSF client’s tax and financial preparation work, brings you up to speed with the latest regulatory changes and methodologies, and identifies the tax and SIS ‘red flags’ that you need to know.

Total 2.25 CPD Hours

Session 1 - SMSF admin, expenses and financial statements

We will cover the definition of an SMSF and how this impacts your clients in practice. You will learn what’s new in the 2026 SMSF annual return and how to prepare financial statements compliant for your client’s scenarios.
We will examine a fund’s eligibility to claim ECPI, what method to use, when an actuarial certificate is required, and how to accurately calculate this important tax concession.

Finally, we will explore the contribution rules and opportunities for your clients to apply these rules to maximise retirement savings.

Mark Ellem

Head of Education, Accurium

Mark is a popular, experienced and highly sought after presenter who is passionate about educating accountants and SMSF practitioners about SMSFs and strategies to make SMSFs a successful part of their business.

He has extensive experience in Self-Managed Superannuation Funds (SMSFs), Pension Funds, Income Tax and Financial Advisory. He is a Fellow of the CPA, IPA and SMSF Association, and received the 2018 SMSF Association CEO award in February 2019 for his contribution to the association and was in the inaugural group of association members to advance to the status of Fellow in February 2020.

Mark has spent over 30 years in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

Matthew Richardson

SMSF Manager, Accurium

Matthew is the SMSF Manager at Accurium and has extensive knowledge in superannuation and self-managed superannuation funds. He is a qualified CPA and SMSF specialist adviser. He has worked at Accurium for over 10 years, providing actuarial certificates and technical assistance to Accurium’s large client base of accountants and SMSF practitioners.

Matthew plays a key role in Accurium Education, where he contributes extensively by writing technical articles, presenting webinars, and providing training for both clients and staff.