This course will explore 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 will 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
- Public practitioners and accountants requiring a broader understanding of SMSFs
- SMSF trustees or potential trustees wanting a better understanding of their role and responsibilities
- SMSF auditors