CPD+

Establishing and structuring an SMSF

$180.00 +GST

In stock

Presented By
Mark Ellem
Head of Education
Accurium

This on demand webclass allows you to learn in your own time at your own pace and provides you with 2.5 CPD hours.

A learning guide, slides, case studies and recording will be provided to assist in the on demand learning experience. There is also an assessment available that will provide you with an official CPD certificate upon successful completion.

With around 20,000+ SMSFs being set up each financial year, there are many things to consider as part of establishing an SMSF. It’s important to ensure that the fund’s life cycle starts with it being compliant with the SIS rules, as well as meeting the requirements of being an ‘Australian superannuation fund’ under the Income tax rules. However, structuring options should also look beyond the time of establishment and consider events that can occur during the SMSF’s life cycle. 

In this webclass we will cover: 

  • When an SMSF is considered as established; 
  • Trust deed considerations; 
  • Trusteeship options; 
  • SMSF definition – the basic conditions; 
  • Options for when an SMSF member becomes incapacitated or dies; 
  • The importance of being an ‘Australian superannuation fund’

SMSF Association Accredited Educator Logo 2020

 

Disclaimer
The information for this on demand education has been prepared by Accurium Pty Ltd ABN 13 009 492 219 (Accurium) and is protected by copyright under the Australia Copyright Act 1968. You may not copy, reproduce, distribute, publish, display, perform, modify, create derivative works, transmit, or in any way exploit any such content, nor may you distribute any part of this content over any network, sell or offer it for sale. Only the person purchasing access to this on demand education may access the content. In the event of unauthorised access any additional person(s) may be held liable for additional fees associated with accessing this on demand education. Accurium reserve the right to charge any unauthorised person(s) who access this on demand education without purchase.