SMSF Year-End Essentials

Join our SMSF Year-End Essentials webinar to tackle compliance red flags, upcoming rule changes, and key strategies for 2025-26. Stay ahead with expert insights and practical planning tips!

This webinar has completed.

SMSF Year-End Essentials: Compliance, Strategy & 2025-26 Planning

Stay ahead of the game with our SMSF Year-End Essentials webinar—your bridge between seamless year-end compliance and strategic financial year planning. 

In this session Natalie Scott (title) will pinpoint the key ‘red flags’ to address before 30 June, break down the new rules on the horizon, and equip you with ready-to-implement client strategies for 2025-26. 

This webinar will cover:

  • Key compliance ‘red flags’ to address before 30 June 
  • Upcoming SMSF rule changes and what they mean for you and your clients 
  • Practical client strategies to implement for a smooth transition into 2025-26 
  • Best-practice processes to streamline year-end reporting and planning 
  • ATO focus areas and risk mitigation tips to keep your clients compliant 
  • Opportunities and strategies to maximise tax efficiency for SMSFs


Don’t leave your SMSF clients exposed—join us and navigate year-end with confidence. 

Date & Details

Wednesday, 30 April 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:
  • Identify planning issues and opportunities for FY26 
  • Understand non arm’s length expenses/income rules 
  • Understand contribution caps 
  • When and how to use the bring forward rules effectively 
  • Ensuring minimum pension payment is met 

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.

Webinar

SMSF Year-End Essentials

30 April 2025 - 30 April 2025

Webinar

$160.00 + GST