SMSF Year-End Essentials 2026

This to-the-point session will identify the essential ‘red flags’ to address prior to the end of the financial year.

The annual SMSF Year-End Essentials webinar is your bridge between year-end compliance and new financial year planning for your SMSF clients.

This to-the-point session will identify the essential ‘red flags’ to address prior to the end of the financial year, bring you up to speed on the impending new rules, and deliver the ready-to-go client strategies and processes for 2026-27.

Date & Details

Thursday, 7 May 2026

Time
2:00pm - 3:15pm AEST
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA

What we cover

On completion, participants will be able to:

Identify compliance issues to be dealt with arising out of the prior year audit that need to be attended to before year-end.
Understand contribution caps that apply for FY26 and FY27
Ensuring SMSF pensions have satisfied the relevant standards
Understand the difference between member balances and total superannuation balance (TSB).

Jason Hurst

Technical Superannuation Adviser

Jason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Advice Association Australia (FAAA) as a subject matter expert for the CFP Capstone certification and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle, is a SMSF Specialist Advisor, and holds the Certified Financial Planner (CFP) designation.