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
Choose an offering for each one of the bundle components then click on 'Add To Cart' button below:
SMSF strategies (45278969) - Learning manual
Description
This learning manual examines strategies that can be considered or used within an SMSF.
Some of the strategies may also be applicable wholly or in part with APRA regulated funds particularly Small APRA funds.
It also explores in detail the different wealth creation strategies that may be used within an SMSF.
Key topics:
- Introduction to 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 death benefits paid to non-tax dependants
- Case studies
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
What you will learn:
- 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
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
Offerings
There are no Offerings available for this course.
Understanding SMSFs (45278974) - Learning manual
Description
This learning manual 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:
- 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
It fulfils the compulsory component within CPA Australia's competency requirements for SMSF Auditors. It consists of 30 hours structured training every three years.
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
- Understand the differences between SMSFs and APRA regulated funds
- Evaluate public statements selling the benefits of SMSFs or warning of potential vulnerabilities
- Identify the major features of SMSFs and the roles played by trustees, members and their advisers and service provider
- Guidance on how to conduct the best research for SMSFs
Audience
This learning manual is suitable for:
- public practitioners and accountants requiring a broader understanding of SMSFs
- SMSF trustees or potential trustees wanting a better understanding of their role and responsibilities
Offerings
There are no Offerings available for this course.
