Description
Purchase both Understanding SMSFs and SMSF strategies learning manuals and save!
This SMSF twin pack course 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:
- 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
- Introduction to SMSF strategies
- Maximise tax effective contributions
- Invest in direct property
- Minimise fund tax
- Determine the most appropriate structure for holding life insurance
- Avoid the tax on death benefits paid to non-tax dependants
You will have 365 days to access to this course.
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
- 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
- Professional accountants licensed under the Australian Financial Services (AFS) licensing regime to provide SMSF advice
- Auditors of SMSFs or Registered Tax Agents
Choose an offering for each one of the bundle components then click on 'Add To Cart' button below:
SMSF strategies (52827905) - Learning manual
Description
This course has been developed for professional accountants who are authorised under the Australian Financial Services (AFS) licensing regime to provide SMSF advice. This course 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.
The course may also be relevant to other advice providers, such as auditors of SMSFs or Registered Tax Agents, to understand 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
- Avoid the tax on death benefits paid to non-tax dependants
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
- 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
- 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 (52828111) - Learning manual
Description
This course will explores 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
Offerings
There are no Offerings available for this course.
