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’