SMSF Compliance Courses
These courses are provided to approved Capri Financial Services clients only. Access is invite only and links are issued directly to participants.
If you have been provided a course link, please use that link to begin.
If you believe you should have access, contact your Capri Financial Services representative.
Mini note: The content is general compliance education and is not financial advice.
Available Compliance Modules
Access is provided directly via private course links issued by Capri Financial Services.
SMSF Compliance Assessment
Core regulatory obligations, tax treatment, personal use restrictions, and annual reporting requirements.
SMSF Lending Compliance Assessment
Borrower conduct, documentation standards, lender requirements, and process compliance.
SMSF & Bare Trust Compliance Assessment
Limited recourse borrowing structures, property ownership arrangements, and equity access limitations.
SMSF & Bare Trust Compliance Assessment
Limited recourse borrowing structures, property ownership arrangements, and equity access limitations.
Confidential Compliance Assessment.
Access to this course is restricted to authorised participants. The content is provided for educational and regulatory awareness purposes only and does not constitute financial or legal advice. Unauthorised distribution is prohibited.
Legal:
For access enquiries, contact your Capri Financial Services representative directly.
Internal Compliance Education Program | © 2026 Capri Financial Services. All Rights Reserved.