CPD 1.5 hours On Demand Course Online

Foundations of SMSFs 2021-22 - Session 3: Investment Rules

Know the investment rules for SMSF trustees. This is the third module of the Foundations of SMSFs series. Recorded on 25 February 2022.

$109.09

non-member : $130.91

Description

This session provides an outline of the investment rules that apply to SMSF trustees. This is the third module of five in the Foundations of SMSFs series.

This session was recorded on 25 February 2022.

On successful completion of this topic, participants should be able to:

  • Demonstrate how an SMSF trustee satisfies the Investment Strategy requirement under the superannuation law
  • Explain the requirements for fund asset ownership
  • Differentiate between investment rules in an SMSF’s trust deed and the superannuation law
  • Evaluate how the sole purpose test applies to an SMSF trustee’s investment making decisions
  • Describe the investments rules under the superannuation law that applies to an SMSF.

Benefits
These concise sessions have been specifically designed for our online education platform, to ensure that you get an in-depth understanding of the fundamental SMSF topics in minimal time.

Presenter