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
- Benefit payments
- 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
This course consists of two hard copy learning manuals and two online assessments
Want to know more? Click below to view a sample of the learning manuals:
Understanding SMSFs
SMSF strategies
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
This course has been developed for professional accountants who are authorised under the Australian Financial Services (AFS) licensing regime to provide self-managed superannuation fund (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.
Choose an offering for each one of the bundle components then click on 'Add To Cart' button below:
Understanding SMSFs (90208937) - Learning manual
Description
This course 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
- Benefit payments
- 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
This course is aimed at:
- Those who are trustees of their own fund
- Those wanting to explore whether the SMSF market is one in which they would want to provide advice and services
- People relatively new to the SMSF space, wanting to progress through more study
- CPAs who want to consolidate their understanding of SMSFs before moving on to further study
Offerings
There are no Offerings available for this course.
SMSF strategies (90210349) - Learning manual
Description
This course has been developed for professional accountants who are authorised under the Australian Financial Services (AFS) licensing regime to provide self-managed superannuation fund (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
This course has been developed for professional accountants who are authorised under the Australian Financial Services (AFS) licensing regime to provide self-managed superannuation fund (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.
Offerings
There are no Offerings available for this course.
