SMSF Pension Workshop: Compliance, Admin & Tax Insights

Join Mark Ellem for an interactive workshop on SMSF pensions, covering compliance, tax, and key considerations with real-world case studies and expert insights.

Mastering SMSF Pensions: Compliance, Tax & Practical Insights

Join Accurium’s Head of SMSF Education Mark Ellem for this interactive online workshop designed to equip SMSF professionals with a comprehensive understanding of the compliance, administration, and tax considerations when paying a pension from an SMSF.  

We will cover: 

  • licensing requirements 
  • the types of pensions available 
  • key considerations when commencing, maintaining, and ceasing a pension 
  • the impact of death benefit pensions 
  • the revised ATO ruling TR 2013/5, and  
  • the 5-year legacy pension exit measure.  

Through real-world case studies, you’ll apply your knowledge to practical scenarios, ensuring you leave with actionable insights. Attendees will receive a copy of the workshop slides, a detailed technical note, and case study materials,  plus the opportunity to ask questions throughout the session. Don’t miss this chance to deepen your SMSF expertise and stay compliant with evolving regulations! 

Recorded 16 April 2025

What we cover

On completion, participants will be able to:
  • Understand SMSF Pension Regulations & Compliance – Identify the key compliance, administrative, and tax obligations involved in commencing, maintaining, and ceasing an SMSF pension, including the impact of ATO ruling TR 2013/5. 
  • Navigate Licensing & Advice Boundaries – Differentiate between the licensing requirements for providing SMSF pension advice and the limitations on what an unlicensed accountant can discuss with clients. 
  • Apply Pension Rules in Practice – Accurately assess pension commencement requirements, calculate tax components, manage pension standards (e.g., minimum pension payments), and apply death benefit pension rules. 
  • Implement Practical Solutions Using Case Studies – Work through real-world SMSF pension scenarios to develop confidence in applying technical knowledge and problem-solving strategies in professional practice.

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.

Webinar

SMSF Pension Workshop: Compliance, Admin & Tax Insights

16 April 2025 - 16 April 2025

Webinar

$160.00 + GST