SMSF Annual Compliance Masterclass
Hi and welcome to the SMSF Annual Compliance Masterclass 2025 presented by Aaron Dunn and Tim Miller from Smarter SMSF. This session forms part of our regular series of masterclass events being conducted throughout year.
This masterclass explores a range of SMSF compliance-based issues that practitioners face when dealing with the completion of a client’s year end compliance. Through the use of our comprehensive Cooper family case study and their respective SMSFs, we guide you through the various hurdles that an SMSF can confront as part of the fund's annual compliance requirements. The session will ensure that you are keeping your clients on top of their trustee obligations to comply at all times.
As part of the masterclass, you will be working through a range of activities, and upon completion will be required to successfully complete a CPD assessment (quiz) to be issued with a CPD certificate - 4 x CPD hours will be awarded, which incorporates time for pre-reading, the activities and time on the suggested answers.
If you have questions throughout the masterclass, you can email us at team@smartersmsf.com.
Co-hosts
This CPD masterclass was recorded on 26 August 2025.