Description

Purchase both Understanding SMSFs and SMSF strategies learning manuals and save!

This SMSF twin pack learning manual provides a comprehensive overview of the fundamental principles of self-managed superannuation funds. 

It will also demonstrate clearly how to confidently develop appropriate SMSF strategies for clients.

Key topics
Understanding SMSFs
• Why choose an SMSF?
•  Starting and winding up an SMSF (establishment, Trustee duties and outsourcing)
• Contributions and rollovers
• Investment basics
• Tax and administration
• Paying benefits

SMSF strategies
• Maximise tax effective contributions
• Invest in direct property
• Minimise fund tax
• Determine the most appropriate structure for holding life insurance
• Minimise the tax on benefits paid to non-tax dependents

 

Learning objectives

What you will learn
Understanding SMSFs
• Understand the differences between SMSFs and APRA regulated funds
• Evaluate public statements selling the benefits of SMSFs or warning of potential dangers
• Identify the major features of SMSFs and the roles played by trustees, members and their advisers and service providers
• Guidance on how to research for more detailed information on SMSFs

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

Audience

This learning manual has been developed for:
• professional accountants licensed under the Australian Financial Services (AFS) licensing regime to provide SMSF advice
• auditors of SMSFs or Registered Tax Agents
• 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 strategies (45278969) - Learning manual

Examine strategies that can be considered or used within an SMSF, as well as explore various wealth creation strategies that may be used within an SMSF.

Offerings

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Understanding SMSFs (45278974) - Learning manual

Acquire greater confidence and understanding to better support and advise your clients or manage your own SMSF.

Offerings

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