Understanding SMSFs (90208937) - Learning manual

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
• Benefit payments
• 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:

• 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