Pre-purchase for the recorded sessions to be released mid to late February. 

SMSFs are a core part of many client structures but can be a complex area for developing professionals to navigate. 

Designed and presented by tax experts, the NTAA’s SMSF Fundamentals seminar provides firms with an efficient, practical and structured way to train graduates and developing professionals on the essentials required to confidently handle SMSF clients.
 

What is the ‘Tax Accelerator Series: SMSF Fundamentals seminar’?

The Tax Accelerator Series: SMSF Fundamentals seminar is a structured training program that covers the technical essentials of SMSFs, from establishment and contributions through to investments, income, expenses and paying benefits.

It is ideal for graduates and developing professionals who:

• are new to SMSFs, or
• want a technical refresher to strengthen their SMSF foundations

The seminar is also well suited to professional firms seeking consistent, high-quality SMSF training for their teams.

Participants will develop practical, client-focused skills to identify key SMSF issues, understand how the rules operate in practice, and recognise common compliance risks.
 

How will the Tax Accelerator Series be presented?

The seminar is delivered online across four 2.5 hour modules over four separate days.

This format allows participants to engage in meaningful learning while minimising time away from client work.
 

The four modules are:

• Module 1: Setting up and contributing to an SMSF
• Module 2: The SMSF investment rules
• Module 3: Dealing with an SMSF’s income and expenses
• Module 4: Paying benefits from an SMSF

All delegates receive:

• 10 hours of CPD (2.5 hours per module)
• PDF access to comprehensive NTAA seminar notes
• Recorded sessions, allowing attendees to revisit content at their own pace
• Optional quizzes to consolidate learning