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:
CPA PD
