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 dependants
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:
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.
