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.
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
