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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.

About

Content Description

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.


Session Information

SessionDateTime
One - Superannuation Essentials – Understanding SMSFs30 October 201910am - 11am AEST
Two - Getting money into superannuation - Contributions27 November 201910am - 11am AEST
Three - Superannuation investment rules – Complying with SIS 19 February 202010am - 11am AEST
Four - Accessing super – SIS provisions, Pensions and lump sums25 March 202010am - 11am AEST


Benefits

This series will provide a solid foundation for any young professional and a great refresher for those more experienced in superannuation.


EVENT DETAILS


Topic: Financial Advisory and Superannuation

Sub-Topic: Superannuation

Format: Webinar

Proficiency Level: Foundation

CPD: 4 hours