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Monthly superannuation and SMSFs update
Overview
Featuring a different topic each month, this webinar series delivers up-to-date information in specialist areas of superannuation and SMSFs.
Webinars are expertly delivered by TaxBanter Trainers, providing a pragmatic understanding and application of complex tax issues by integrating industry experience with deep technical knowledge. Gain access to vital information regarding the changes in legislation and rulings in just one hour, and enjoy the flexibility of learning on the go.
Webinar facilitators have practical experience across a wide range of sectors, from SME and individuals to large business and international. The facilitators are experts in delivering complex tax law in an easy-to-understand way, using practical examples, tax problems, challenges, anecdotes and case studies.
2026 topics:
- February: Borrowing in an SMSF Understanding the rules and getting it right!
- March: Winding up an SMSF
- April: Contributions Building wealth in the tax effective superannuation environment
- May: Division 296 Preparing for the new tax on super balances over $3 million
- June: SMSFs and Property Understanding the risks and getting it right!
- July: Recent developments in superannuation, SMSF and retirement
- August: Downsizer Contributions Eligibility requirements
- September: Accessing superannuation conditions of release
- October: SMSFs and Family Law Navigating the split
- November: SMSF - Dealing with related Parties and understanding In-house asset rules
- December: SMSFs and GST
Webinars are 1 CPD hour each.
If you are unable to attend the live webinar, access to the recording of the webinar will be made available approximately 7 days after the event. Access is available for 6 months, giving you the flexibility to watch anytime, anywhere, on any device.
IMPORTANT: These webinars are recorded and made available to others. By participating in these webinars, you acknowledge and agree to your participation being recorded. While we encourage you to ask questions and engage, please be mindful to not share personal information, unless you are happy for that information to be shared with others who view the webinar.
Once registered, your details including name and email address will be disclosed to the webinar platform (WebEx) enabling you to receive notifications and access the event online. By registering you acknowledge and agree to your details being disclosed to the webinar platform (WebEx). You will receive notifications directly from WebEx ([email protected]) containing important information such as your login details, course material and instructions to access webinar recording.
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Sessions
16
June
SMSFs and property
2:00 pm - 3:00 pm AEST
This webinar lifts the lid on the often overlooked obligations and risks of holding property within an SMSF
We will walk through exactly what you need to get right (and why so many don’t), including:
- Getting the acquisition right
- The business real property (BRP) definition and when this is relevant
- SMSF Borrowing requirements
- Arm’s length issues
- Annual valuation obligations and ensuring a smooth audit.
21
July
Recent develoments in super, SMSF and retirement
2:00 pm - 3:00 pm AEST
An update on all the latest developments that impact and affect Superannuation, retirement and SMSFs.
We will discuss current issues facing trustees, members and their advisors including any legislative changes and ATO releases.
18
Aug
Downsizer contributions - Eligibility requirements
2:00 pm - 3:00 pm AEST
In this webinar, we break down the real-world application of the rules so you can confidently identify which clients qualify, how much they can contribute, and the key timing traps that could derail their strategy.
15
Sept
Accessing Super - conditions of release
2:00 pm - 3:00 pm AEST
This practical session will highlight all the superannuation conditions of release and discuss when they may be relevant to your clients.
We will cover the nuances of the retirement condition of release and help you understand other rules that may allow your clients to access superannuation outside of retirement should unforeseen circumstances arise.
20
Oct
SMSFs and Family Law
2:00 pm - 3:00 pm AEST
When SMSF members separate or divorce, accountants often find themselves in the middle, helping clients navigate superannuation splits without overstepping into legal advice.
This one-hour webinar will focus on the practical and compliance aspects of superannuation splitting from an SMSF perspective.
17
Nov
SMSF - Dealing with related Parties; understanding In-house asset rules
2:00 pm - 3:00 pm AEST
This webinar will help you understand the rules and look out for potential issues when your clients are considering related party investments in the SMSF environment.
Participants will gain an understanding of what an in-house asset is and learn to identify related parties and understand when they may be relevant.
15
Dec
SMSFs and GST
2:00 pm - 3:00 pm AEST
This practical webinar will demystify how GST interacts with SMSFs – from registration to credit claims to cancellations.
We will walk you through:
- The application of GST to superannuation funds;
- When an SMSF needs to or should register for GST;
- How GST applies to asset,income and expenditure transactions;
- The effect of cancelling GST registration.
