WEBCAST

SMSF compliance in 2025: Getting ahead of risk, regulation & Division 296

Description

With new regulatory hurdles on the horizon, from the Division 296 super tax to tighter compliance expectations, 2025 is shaping up to be a critical year for SMSF advisers, accountants and auditors alike.

Compliance needs to be a strategic priority for SMSF professionals to keep pace with the shifting regulatory landscape, greater ATO oversight and rising expectations from auditors and trustees. The risks of non-compliance are becoming more immediate and more costly than ever.

Administrative complexity is growing, from ensuring accurate documentation and valuations to aligning investment strategies with sole-purpose and retirement income obligations, the bar has never been higher. For advisers, administrators and auditors alike, 2025 presents a pivotal moment to build audit readiness, reduce compliance friction and use automation to stay ahead of both risk and regulation.

In this live SMSF Adviser webcast, leading compliance and audit specialists will unpack the key compliance risks facing SMSFs and how legal documentation, technology and audit preparation can reduce the burden for professionals and trustees.

Topics to be covered:

• What Division 296 really means, who it affects and what action advisers and auditors need to take now.
• How legal documentation underpins compliance, especially in periods of asset transition or strategic change.
• The key triggers for audit risk in 2025 and how to build audit readiness into everyday workflows.
• Where automation and integrated platforms are reducing SMSF administration pain points.
• How SMSF advisers can guide clients through longevity, sole-purpose and drawdown compliance risks.
• Practical steps to prepare for valuations, documentation updates, and record-keeping under the upcoming tax changes.
• How to align investment strategies with updated compliance expectations.
• What auditors will be looking for – and how early preparation avoids last-minute pressure.

Register today to be part of this timely discussion aimed at equipping SMSF professionals, advisers and trustees with the compliance strategies, tools and insights needed to navigate 2025 with confidence.