SMSFs investing in entities: The do’s and don’ts

Join Anthony Cullen for a practical webinar on SMSF investments. Learn key compliance rules, tax risks, and strategies to ensure your investments align with regulations and maximize opportunities.

This webinar has completed.

SMSF Investments: Compliance, Tax Risks & Strategies for Success

Investing in companies or unit trusts can be a great opportunity for self-managed superannuation funds (SMSFs)—but get it wrong, and the compliance risks can be costly. With SMSF Auditors and the Australian Taxation Office (ATO) closely monitorings these investments, now is the time to ensure you are on the right track. Breaches of the SIS Act and Regulations can lead to penalties, including the SMSF’s income being taxed at the highest marginal rate. 

Join us for this practical and informative webinar, where Accurium’s Senior SMSF Educator, Anthony Cullen, will guide you through the key superannuation and tax compliance rules that apply when an SMSF invests in an entity. We will cover: 

✔ The Sole Purpose Test: Ensuring investments align with providing retirement benefits 
✔ In-House Asset Rules: What’s allowed, what’s restricted, and common pitfalls to avoid 
✔ Investment Strategy Requirements: Aligning investments with your fund’s objectives 
✔ Arm’s Length Rule & NALI Risks: Ensuring transactions are at market value to avoid tax penalties 
✔ Income Tax Considerations: Tax treatment, CGT implications, and franking credits.  

This webinar is essential for SMSF trustees, accountants, financial advisers, and tax professionals who want to ensure SMSFs remain compliant while maximising investment opportunities 

Date & Details

Wednesday, 11 June 2025

Time
2:00pm - 3:15pm AEST (NSW, QLD, VIC,TAS)
1:30pm SA & NT
12:00pm WA

Registration to this event includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • 3 months access to recording and materials after the event 

What we cover

On completion, participants will be able to:
  • Understand the key compliance rules under the SIS Act and SIS Regulations when an SMSF invests in an entity, including the sole purpose test, in-house asset rules, and arm’s length requirements. 
  • Identify and mitigate common compliance risks associated with SMSFs investing in companies or unit trusts, ensuring adherence to superannuation and tax law requirements.   
  • Apply investment strategy best practices to align SMSF investments with regulatory obligations, diversification principles, and trustee duties.   
  • Recognise tax implications of SMSFs investing in entities, including capital gains tax (CGT), non-arm’s length income (NALI), and franking credits, to optimize tax outcomes while remaining compliant. 

Anthony Cullen

Senior SMSF Educator, Accurium

Anthony is a new member of the Accurium education team and comes to us with nearly 25 years of experience in the accounting and SMSF industry. 

He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business. 

Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.

Webinar

SMSFs investing in entities: The do’s and don’ts

11 June 2025 - 11 June 2025

Webinar

$160.00 + GST