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:
The format of the webclass will be:
A learning guide and the case studies will be provided at least 48 hours prior to the start of the web class for registrants to review and consider. Although not a requirement, reviewing these materials ahead of the session will aid understanding.