This course examines strategies that can be considered or used within an SMSF. Some of the strategies may also be applicable wholly or in part with APRA regulated funds particularly small APRA funds.
Description
This course has been developed for professional accountants who are authorised under the Australian Financial Services (AFS) licensing regime to provide self-managed superannuation fund (SMSF) advice. This course examines strategies that can be considered or used within an SMSF. Some of the strategies may also be applicable wholly or in part with APRA regulated funds particularly small APRA funds.
The course may also be relevant to other advice providers, such as auditors of SMSFs or Registered Tax Agents, to understand the different wealth creation strategies that may be used within an SMSF.
Key topics:
- Introduction to SMSF strategies
- Maximise tax effective contributions
- Invest in direct property
- Minimise fund tax
- Determine the most appropriate structure for holding life insurance
- Avoid the tax on death benefits paid to non-tax dependents
This course consists of one online course, including a downloadable PDF learning manual and one multiple-choice online assessment.
Learning objectives
- Apply your knowledge of SMSFs in order to develop appropriate strategies for clients who have an SMSF.
- Develop recommendations that are in the client’s best interest.
- Compare different strategies that could be used to meet a client’s objectives.
- Expand your knowledge of SMSFs and reference sources for further research.
Audience
This course has been developed for professional accountants who are authorised under the Australian Financial Services (AFS) licensing regime to provide self-managed superannuation fund (SMSF) advice. This course examines strategies that can be considered or used within an SMSF. Some of the strategies may also be applicable wholly or in part with APRA regulated funds particularly small APRA funds.
The course may also be relevant to other advice providers, such as auditors of SMSFs or Registered Tax Agents, to understand the different wealth creation strategies that may be used within an SMSF.