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
  • Apply your knowledge of SMSFs in order to develop appropriate strategies for clients who have an SMSF
  • Develop recommendations that are in the client’s best interest
  • Compare different strategies that could be used to meet a client’s objectives
  • Expand your knowledge of SMSFs and reference sources for further research