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.
Introduction to superannuation
Why choose an SMSF?
Establishing an SMSF
Trustee duties and outsourcing
Investment universe for SMSFs
Tax and administration
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
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