Self-Managed Superannuation Funds Trustee Education Program

CPA Australia and Chartered Accountants Australia and New Zealand have developed a free online training program. An approved ATO course of education for education direction purposes, the Self-Managed Superannuation Funds Trustee Education Program is designed to help trustees in understanding their role and responsibilities.

It is suitable for trustees of SMSFs, as well as a tool that public practitioners and financial advisers can advise their clients to use.

At the completion of the education program, you will be able to understand the:

  • roles and responsibilities of a trustee of an SMSF
  • investment restrictions imposed on trustees of an SMSF
  • rules and limitations surrounding contributions and benefit payments within an SMSF
  • administration involved in an SMSF.

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