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Course
Understanding SMSFs
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Overview
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:
This course consists of one online course, including a downloadable PDF learning manual and one multiple-choice online assessment.
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 online course, including a downloadable PDF learning manual and one multiple-choice online assessment.
What you'll learn
- Determine the differences between self-managed superannuation funds (SMSFs) and APRA regulated funds.
- Evaluate the advantages and disadvantages 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.
Who is this for ?
- Accountants who are licensed to provide SMSF advice
- Employees of accountants who are licenced to provide SMSF advice
- SMSF auditors
- Trustees of SMSFs
Access period
365 daysFormat
Online - Self-pacedLanguage
EnglishCourse ID
137091854CPD/session
18 CPD hours
Members
AUD 440.00inc. GST
Non-members
AUD 770.00inc. GST