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

365 Days

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