Foundations of SMSFs 2019 / 2020 Series
Navigating our superannuation system can be complex. As such, it’s important to know and understand the rules so that you can be equipped to find the opportunities and develop the right solutions for your clients.
Whether you’re starting your career in superannuation or an experienced professional looking for a refresher, this series will look at several areas in superannuation that are crucial for any solid foundation.
|One - Superannuation Essentials – Understanding SMSFs||30 October 2019||10am - 11am AEST|
|Two - Getting money into superannuation - Contributions||27 November 2019||10am - 11am AEST|
|Three - Superannuation investment rules – Complying with SIS||19 February 2020||10am - 11am AEST|
|Four - Accessing super – SIS provisions, Pensions and lump sums||25 March 2020||10am - 11am AEST|
This series will provide a solid foundation for any young professional and a great refresher for those more experienced in superannuation.
Topic: Financial Advisory and Superannuation
Proficiency Level: Foundation
CPD: 4 hours