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:
Learning 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
