7 SMSF Sins & How to Make Them Right

Avoid some of the deadliest mistakes you could make in a Self-Managed Super Fund (SMSF) by knowing the rules, identifying breaches in a timely manner, understanding the ATO’s response, rectification strategies & more.

In this session, we cover:

• The Big Ones – core compliance areas

  • Sole Purpose Test

  • Loans & Financial Assistance to Members

  • Acquiring Assets from Related Parties

  • In-House Assets

  • Borrowing Rules (LRBAs)

  • Incorrect Asset Valuations

  • Administrative Breaches

• ATO Actions & Consequences

• How you can help your clients get back on track

Date recorded: 22 July 2025