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.
Description
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