Foundations of SMSFs Series 2021-23
Navigate the complex requirements of SMSFs with this five-part on-demand webinar series. Designed for professionals looking to learn new skills in this dynamic area, the content covers practical advice for simple implementation.
This recorded series focuses on introductory superannuation topics delivered over 5 sessions through the year.
The practical content has been tailored by our SMSF training specialist to form a solid foundation of knowledge that can be immediately applied to your clients' objectives.
Receive a special discounted rate when you subscribe to the entire on-demand series.
Benefits
• Gain a firm understanding of fundamental SMSF topics
• Receive practical advice that can be applied immediately
• Ensure your knowledge is accurate and current
• Complete the on-demand sessions at a time that suits you
• Receive a special discount with a series subscription
ATSSuper
ATSSeries
Session Information
| Session | Title | |
|---|---|---|
| 1 | Superannuation Essentials | |
| An introduction to the Australian superannuation system with a focus on the compliance and taxation of self-managed superannuation funds (SMSFs). | ||
| 2 | Superannuation Contributions | |
| An outline of superannuation compliance and taxation rules in relation to superannuation contributions. | ||
| 3 | Investment Rules | |
| Focusing on the investment rules that apply to SMSF trustees. | ||
| 4 | Accessing Superannuation (Benefits) | |
| Rules that determine if members can access their superannuation entitlements. | ||
| 5 | Administration and Audit | |
| An outline of the administration and auditing requirements of SMSFs. |
All sessions run 9.00-10.30am AEST
Tracey Besters
Senior Tax and Superannuation Trainer, Chartered Accountants ANZ
Tracey’s extensive experience gives her a valuable insight into the pressures of being in public practice. She also understands the enormous opportunities that self managed super funds (SMSF) offer clients.
Sessions count towards 1.5 CPD hours each, giving you a total of a minimum of 7.5 hours CPD for the full series.
EVENT DETAILS
Topic: Financial Advisory and Superannuation, Tax
Sub-Topic: Employment Taxes - PAYE, PAYG & FBT, Income Tax (inc CGT), Self-Managed Superannuation Funds, State/Territory Taxes, Superannuation, Tax Administration
Format: Recorded Webinar
Proficiency Level: Foundation
CPD: Upto 7.5 hours