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


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.


There are no Offerings available for this course.

Understanding SMSFs (45278974) - Learning manual

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


There are no Offerings available for this course.

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