SMSF Day 2026

Request approval to attend SMSF Day 2026

Make the case to attend an SMSF Day event

We’ve created a sample email for you to get the conversation started with your manager. Simply copy and paste this ready-to-go letter into your email to make the case to attend in person.  Make the smart move now!

Use the email template below to request approval from your manager to attend SMSF Day 2026.

Copy the email text  paste it into your email client, personalise the highlighted fields,
and then send it for approval.

What this email covers:

✔ Why SMSF Day 2026 matters (including the new Division 296 tax)

✔ The benefits to your team and clients

✔ CPD hours and practical outcomes you’ll bring back

  • 8 CPD hours
  • Div 296 tax
  • Multi-generational case study
  • Practical strategies to apply with your SMSF clients

Copy & paste approval request email:

  1. Click Copy email text.
  2. Paste into Outlook, Gmail or your preferred email client.
  3. Edit the text in [square brackets] to suit your situation.
  4. Send it to your manager or decision maker.
Subject: Request to Attend SMSF Day 2026 hosted by Smarter SMSF (8 CPD hours)

Hi [Manager Name],

I’d like to request approval to attend SMSF Day 2026 hosted by Smarter SMSF, a full-day accredited training event for SMSF professionals being held in [insert city] on [insert date].

This year’s SMSF Day focuses heavily on the new Division 296 tax measures, which commence on 1 July 2026 and represent one of the most significant structural changes to SMSFs in more than a decade. The program is designed to help advisers and accountants understand the rules, model the impact for clients, and identify practical strategies across contributions, pensions, structuring and estate planning.

Key benefits to our team include:
• 8 accredited CPD hours with the SMSF Association, for major accounting bodies, FAAA, Tax Practitioners' Board and for SMSF Audit Hours.
• Content delivered by award-winning SMSF specialists Aaron Dunn and Tim Miller from Smarter SMSF
• A multi-generational case study across different SMSFs that reflects real client scenarios
• Practical tools, worksheets and strategy frameworks we can apply with our clients

You can view the event details and registration options here: https://smartersmsf.com/smsf-day/

If approved, I’ll prepare a short summary of the key insights, strategy ideas and action points and share them with the team so we can get maximum value from the day.

Thanks for considering this request.

Kind regards,
[Your Name]
[Your Role / Team]