Complete 7-part SMSF Trustee Program
Ensure your SMSF swims between the flags.
An SMSF is very important financial planning decision. When operated within the rules they provide a powerful wealth creation tool, however too often SMSF trustees drift 'outside the flags' and end up in need of rescue.
Complete SMSF Trustee Program
Ensure your fund ‘Swims between the flags’ from set-up to wind-up. Enrol in our free, comprehensive, 7-part SMSF Trustee Program.
Module 7 – Winding up an SMSF
Winding up or closing an SMSF may occur for a number of reasons . Learn about trustees’ obligations as well as the steps in closing an SMSF.
Module 6 – Taxation of SMSFs
An SMSF is subject to specific concessional taxation rules, so long as the fund complies with the government’s super rules.
Module 5 – SMSF Investment Rules
There are specific investment rules that must be followed to ensure an SMSF remains eligible for tax concessions. Learn about the types of investments your SMSF can make.
Module 4 – Withdrawing money from superannuation
In most cases your super cannot be withdrawn until you reach a certain age or retire. Learn about withdrawing your super.
Module 3 – Contributing to Superannuation
Contributing to super will grow your nest egg to fund your retirement. Learn about the different types of contributions and taxation of each.
Module 2 – SMSF Trustee Responsibilities
Setting up your own SMSF requires you to become a trustee of the fund. This is an important decision that carries certain duties and responsibilities.
Module 1 – Introduction to SMSFs
Whilst SMSFs have many advantages they are not suitable for everyone Learn the basics of what an SMSF is and criteria for establishing an SMSF.
Enrol now in the Complete SMSF Trustee Program
An SMSF is very important financial planning decision. When operated within the rules they provide a powerful wealth creation tool, however too often SMSF trustees drift 'outside the flags' and end up in need of rescue. To ensure you 'stay between the flags', enrol in our free-to-download, comprehensive 7-part SMSF Trustee Program.Enrol Now