SMSF Compliance Basics

Get your team confident and compliant in SMSFs—practical, interactive live training led by an SMSF practitioner. Starts 5 June 2025.

✨ Included free for all subscribers! ✨

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How Do I Join?

This live program is available exclusively to subscribers:

VIP & Team subscribers enjoy full access, live sessions, replays, and comprehensive resources. Standard subscribers get live session attendance and session resources.

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Who's It For?

Designed specifically for accounting teams—but open to anyone seeking practical SMSF training:

Juniors & Offshore Teams

Quickly master SMSF fundamentals to confidently handle client work.

Experienced Practitioners

Efficiently refresh your SMSF compliance knowledge or close skill gaps.

Accounting Firms

Easily onboard teams, standardise training, and streamline CPD compliance.

What's Covered?

Introduction to SMSFs

Clear, practical overview of SMSF basics, key roles, eligibility, and the SMSF lifecycle (setup to wind-up).

Money In to the SMSF

Practical insights into managing contributions, roll-overs, deductions, stakeholders, and fund insurance.

In the SMSF

Navigate investments, strategies, restrictions, NALI/NALE, costs, fees, and taxing points.

Money Out of the SMSF

Learn preservation rules, conditions of release and early access, payments on death, and winding up.

Want more details? Download the program curriculum

Testimonials

Zero to Mini Hero Program

“Had relevant pro tips and examples about real clients and situations. Entertaining and engaging”

Melanie Cranmer

Accountant, Wallace Vroulis Bond Chartered Accountants

Zero to Mini Hero Program

"Love Tax Nuggets!!! Everything was explained so clearly, with heaps of real-life examples and practical questions that actually make sense. Love the interactions, I’ve learnt so much!"

Amanda Blinco

Senior Client Manager, Catalyst Accounting & Tax

FBT Accelerator Program

“I love this series and the way it builds up every week! It broke a complex topic up into manageable chunks with a reasonable break for the brain juices to recover ☺️”

Mai Pauling

Accountant, Pure Tax Accounting

<div class="editor-content"><p><span style="font-size: 1.125rem">Melanie Cranmer</span></p></div>, <div class="editor-content"><p>Accountant, Wallace Vroulis Bond Chartered Accountants</p></div>

<div class="editor-content"><p><span style="font-size: 1.125rem">Amanda Blinco</span></p></div>, <div class="editor-content"><p>Senior Client Manager, Catalyst Accounting & Tax</p></div>

<div class="editor-content"><p><span style="font-size: 1.125rem">Mai Pauling</span></p></div>, <div class="editor-content"><p>Accountant, Pure Tax Accounting</p></div>

Meet Your Instructor:
Sasha Prien

As Director and Co-Founder of Axiom Advantage, Sasha brings over 25 years of real-world experience in SMSF and superannuation compliance. A practising Chartered Accountant, she’ll deliver interactive sessions filled with practical, actionable insights drawn directly from her extensive client experience.

Starts 5 June 2025

Don’t miss this opportunity to build your foundations in SMSF compliance. This program runs live every Thursday from 5 - 26 June 2025, 12.30 - 2.00pm AEST.

Worried about joining late? No worries! VIP and Team subscribers have exclusive access to all replays and resources, so you’ll never miss a beat.

For team enquiries, please contact us.

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Accelerate Your Team's Skills

This program is included in our Team subscriptions at no additional cost.

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SMSF Compliance Basics

Who's It For?

What's Covered?

Meet Your Instructor:Sasha Prien

Meet Your Instructor:
Sasha Prien