SMSF Day 2023 Online Course

After the success of our smarter smsf technical training days around Australia, these sessions are now available as an online course.

Smart people learn together… 

It has been fantastic to get on the road, delivering a hugely successful national roadshow of SMSF training days around Australia to 150+ attendees across 5 states. To those that attended, a big thank-you for being a part of these highly engaging events. We have now move onto delivering these sessions in an interactive and engaging online course, which is available to purchase now and accessible online from Monday, 17 April 2023.


be a smart cookie…

Register for the SMSF Day 2023 online course, which provides you with 8+ accredited CPD hours, a high quality agenda of SMSF technical content – all delivered in a practical way (including through our case study) to help apply directly with your SMSF clients.

Course Outline

The SMSF day agenda provides you as a student attending online with high quality technical content that is presented in a practical context, giving you real life solutions to bring back into your business.

TOPIC: Latest intel on SMSFs

The first session of the day will take an in-depth look at the latest technical, policy and regulatory issues impacting the SMSF sector. This session will explore (but not be limited to):

  • The impact of the Government’s proposed changes to the non-arm’s length expenditure (NALE) requirements from 1 July 2023.
  • Understanding the latest requirements with the Government’s approach to the technology neutrality laws, including electronic execution, and dealing with record keeping requirements under the SIS laws.
  • Understanding the latest requirements with the Government’s approach to the technology neutrality laws, including electronic execution, and dealing with record keeping requirements under the SIS laws.
  • The release of a number of proposed amendments to the Treasury laws including ABN reforms, the use of electronic execution for the Corporations Act, SIS Act & Regulations, and the impact of the integrity measures for off-market share buy-backs.
  • Explore a number of ATO updates, including the changes to the TBAR requirements from 1 July 2023, SuperStream obligations, director IDs, and the latest tax rulings, determinations and other guidance under development (e.g. super benefits in breach of the rules)
  • A number of tax planning tips, traps and strategies to consider in the lead up to 30 June 2023 (all attendees will receive a copy of the Smarter SMSF tax planning checklist as part of their pack – valued at $198).

Duration: 80 mins

TOPIC: Redefining the super life cycle – Expanding the family fund (Part 1)

For the SMSF Day, we introduce you to the Malthouse family, who run a successful craft brewery and tap house called Little Brewers.

In this first session with our SMSF Day case study, we will investigate what opportunities might exist for the Malthouse family as they navigate Andrew and Mary’s transition to retirement and consider whether an SMSF is an appropriate superannuation vehicle for Kathy, Simon and Melissa.

We start in the current environment, pre-30 June 2023.

The session will explore:

  • considerations increasing the number of members within the Little Brewers Super Fund, or alternatively create new SMSFs.
  • a range of contribution opportunities within the family group, and key considerations of each strategy.
  • How strategies expand for downsizer contributions with the reduction of the qualifying age to 60 years and over.  We will also explore how this strategy can interact with other contribution strategies to maximise contribution opportunities into super.
  • Understanding the timing of contributions, making elections (where required), contemplate the commencement of pensions, and more.

Duration: 90 mins

TOPIC: Redefining the super life cycle – Managing multi-phase funds and dealing with the inevitable (Part 2)

The traditional superannuation lifecycle assumed members would hit 65, retire, and then access their benefits, preferably as a super income stream (i.e. account-based pension). Removing the compulsory cashing requirement at age 65 (in 2007), introducing the transfer balance cap, modifying the contribution acceptance rules and potentially introducing a tax levy on high account balances means contribution, pension, estate planning and asset retention strategies are constantly evolving.

Part 2 of the session advances the Malthouse family considerations and number of key issues with Andrew and Mary including (but not limited to):

  • Finalising contribution opportunities in the lead-up to age 75, including the timing of deductible personal contributions
  • Understanding the impact of commencing and commuting income streams in line with indexation of personal transfer balance caps
  • Strategy consideration with benefit payments, use of re-contributions and multi-pension strategies
  • Assessment for the Commonwealth Seniors Health Card; and
  • Reversionary and other death benefit pension considerations in the event of a member’s death

Duration: 80 mins

TOPIC: Puncturing the life cycle

We’d all like to think that we are born, we go through our youth relatively unscathed, enter adulthood, full-time employment, perhaps start a family and work until we can comfortably retire. We watch our kids, and their kids grow up, enjoy retirement and then die peacefully in our sleep.

The lifecycle dream is often shattered by untimely, unscripted and most likely undesirable events that can dramatically alter the way we live and most likely require us to reboot our plan. All of the following events can have a significant impact on our planning and life outcomes, we call them the 6 Ds:

  • Disputes & Dissolution
  • Divorce
  • Departure
  • Disability
  • Death
  • Other (disasters)

In this session we will take our family “off-script”, but as is the case for so many, this is totally on script!

Duration: 75 mins


Aaron Dunn

CEO & Co-founder

Aaron has built a reputation over 20+ years to become one of the most trusted resources within the SMSF industry.  His knowledge and insights into SMSFs are highly regarded, which regularly lead to him being part of Government and regulatory consultations on topics shaping the SMSF sector.

Aaron is a CPA and SMSF specialist, and in his role as CEO of Smarter SMSF, provides technology based solutions for accountants, financial advisers and other professionals to educate, automate and simplify the complexities of SMSFs.

A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.

Tim Miller

SMSF Technical & Education Manager (NEW)

Tim is a well-known figure within the SMSF industry, having worked in numerous technical and education roles over his journey.  For Tim, the SMSF nirvana of being a trainer is that moment when you see in someone’s eyes that they get it!  That is when knowledge is most powerful.

Tim has aided in the accreditation of over a thousand financial planners and accountants, has delivered so much CPD training over 20 years that he’d hate to think the hours he’s clocked up!

Tim is a Fellow SMSF Specialist Adviser with the SMSF Association, and received the CEO’s Award at the SMSF Association National Conference 2023 in Melbourne for his contribution to the SMSF industry.

Event partners

It’s been great to have the support of our event partners for the SMSF day events around Australia.

Principal partner:

SuperGuardian Logo (1)

Event partners:



You are provided with access to the Online Course that you can access via a Login, in the Learn area of the Smarter SMSF Platform. You also have access to additional resources such as the Case Studies and Flowcharts. These can be downloaded. Students upon successfully completing all the modules of the Online Course, will be awarded with 8 x CPD hours and provided a CPD Certificate of Completion..

From the purchase date, you have 3 months to complete the Online Course.

Yes, even after completing the Online Course and receiving your CPD Certificate of Completion, Your Login allows you to continue to access the Course and resources. In essence, the Online Course becomes a resource library. 

When you have successfully passed each quiz associated with each of the four modules, you can access the CPD Certificate of Completion within the resources area and download a copy.

No, the allocation of CPD hours and the Certificate of Completion is generated with the name of the purchaser.

Major accounting bodies, TPB hours, ASIC, CPD knowledge areas for financial advisers, SMSF Association hours, SMSF Auditor hours.

Yes, you can work your way through the Online Course at your own pace. You can  save your progress at any point, except during the attempt at one of the quizzes, at the end of the four modules.

Got a question?

Do you have an enquiry about the SMSF day online course? Simply complete the form below and a team member will be in contact with you shortly.


Hear what some of the attendees have said about attending the SMSF Day 2022 events around Australia!