Identifier: 68126444

Duration:

Subscription Period: 365 Days

Language: English

Cost: NZD 472.46

 

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Overview

This course explores the fundamental principles of self-managed superannuation funds including investment strategies, tax and administration basics. Gain greater confidence and understand how to better support and advise your clients or manage your own SMSF.

Key topics:

  • Introduction to superannuation
  • Why choose an SMSF?
  • Establishing an SMSF
  • Trustee duties and outsourcing
  • Contributions
  • Investment basics
  • Investment universe for SMSFs
  • Tax and administration
  • Benefits
  • Insurance, death, disability and estate planning
  • Winding up an SMSF
  • Future SMSF developments

This course consists of one hard copy learning manual and one online assessment.

Want to know more? Click below to view a sample of the learning manual:

Objectives

  • Determine the differences between self-managed superannuation funds (SMSFs) and APRA regulated funds
  • Evaluate the advantages and dangers of SMSFs
  • Identify the major features of SMSFs, and the roles played by trustees, members, and their advisers and service providers
  • Research more detailed information on SMSFs

Audience

This course is aimed at:

  • Those who are trustees of their own fund
  • Those wanting to explore whether the SMSF market is one in which they would want to provide advice and services
  • People relatively new to the SMSF space, wanting to progress through more study
  • CPAs who want to consolidate their understanding of SMSFs before moving on to further study

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