This learning manual 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.
It also explores in detail 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
- Minimise the tax on death benefits paid to non-tax dependants
- Case studies
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:
CPA PD
