E-LearningIncome Tax

Let’s have a look at SMSFs for 2025 and plan for 2026!

Duration
60 min
CPD
1.0 hour
Format
E-Learning
Let’s have a look at SMSFs for 2025 and plan for 2026!

Overview

Get ahead of the curve: shape your SMSF strategy for 2025 and beyond.  Join us as we explore what’s shaped superannuation in 2025 and how to set your strategy for a successful 2026.

As the end of 2025 approaches, it’s time to take stock of what’s changed in the world of superannuation — and what’s coming next. The SMSF sector continues to evolve, with fresh opportunities and new challenges on the horizon. Whether you’re managing your own fund or guiding clients through theirs, understanding the shifting regulatory landscape and emerging investment trends is critical to setting a strong foundation for the year ahead.

In this session, we’ll reflect on key developments from 2025, explore what’s likely to shape the SMSF environment in 2026, and identify strategic priorities for the year to come. Packed with practical examples, case studies, and actionable insights, this webinar will help you finish the year informed, confident, and ready to make 2026 your best yet.

Learning Outcomes:

Attendees will learn:

  • Key regulatory and legislative updates impacting SMSFs in 2025
  • How to identify emerging opportunities and potential risks in the current landscape
  • Strategic planning tips to position your SMSF (or your clients’ funds) for 2026 success
  • Practical takeaways and checklists to apply immediately in your end-of-year review

Suited to:

SMSF administrators, accountants and financial advisers from small to medium practices.

This On Demand recording Includes: 

  • Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
  • Presenters contact details for follow up questions 
  • CPD Quiz
  • CPD Certificate 
  • CPD Report – Logged automatically 
  • PowerPoint Presentation
  • Verbatim Transcript, with Searchability
  • Supporting Documentation

Course syllabus

3 lessons

  1. Video – Let's have a look at SMSFs for 2025 and plan for 2026!Video
  2. Feedback Survey QuestionsSurvey
  3. Knowledge QuizTest

Your presenter

Craig StoneSuperConcepts

, General manager – Quality & Technical Services, SuperConcepts

Craig is a well-known figure in the SMSF community with a long-standing reputation as an Adelaide-based SMSF Specialist.  He has recently joined SuperConcepts after a distinguished career with 2 large 2nd-tier accounting firms in senior management positions.  Craig is highly sought after in SMSF education and training, and is known for making the complex subjects of superannuation to be understood in a simple manner.