Applying the NALE Rules: Practical Insights for SMSFs

Learn how the latest NALE rule changes impact SMSFs. Join Natalie Scott for expert insights, real-world scenarios, and practical guidance to ensure compliance and avoid tax pitfalls.

This webinar has completed.

Navigating NALE: Ensuring SMSF Compliance & Avoiding Tax Pitfalls

The Non-Arm’s Length Expenditure (NALE) rules have changed – do you know how they impact your SMSF clients? With increased scrutiny and complex compliance requirements it’s critical for SMSF trustees, accountants, and advisers to understand how to correctly apply NALE rules to ensure compliance and avoid unintended tax consequences.  

Accurium’s Superannuation Adviser Natalie Scott will break down the complexities of NALE, using real-world scenarios to illustrate how the latest guidance applies in different situations. Don’t miss this opportunity to gain practical insights and the confidence to navigate these rules effectively.  

There will be a second webinar on 14 May 2025, presented by Accurium’s Senior SMSF Educator, Anthony Cullen, that will look at the interaction of the NALE rules with the CGT provisions and contribution caps. 

Date & Details

Wednesday, 7 May 2025

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

Registration to this event includes:

  • 1 hour live online event with opportunity to ask questions of the presenter 
  • 1 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 Latest NALE Rules – Gain clarity on the legislative change for dealing with NALE that’s general in nature and the update to LCR 2021/2 and how they apply to SMSFs. 
  • Identify Compliance Risks – Learn how NALE can impact an SMSF’s tax position and discover strategies to mitigate potential risks. 
  • Apply the Rules in Practice – Work through real-world case studies to see how NALE rules operate in different SMSF scenarios. 
  • Enhance Advisory Skills – Equip yourself with the knowledge to guide SMSF clients on managing non-arm’s length expenses and ensuring compliance. 

 

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

Applying the NALE Rules: Practical Insights for SMSFs

07 May 2025 - 07 May 2025

Webinar

$160.00 + GST