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Establishing and structuring an SMSF 2023

Death benefits & estate planning

$280.00 +GST

Audience

This event is recommended for all practitioners working with SMSFs
Audience

Learning outcomes

  • Explain the requirements for establishing an SMSF;
  • Define the rules for a superannuation to be considered an SMSF;
  • Compare and contrast the trusteeship options;
  • Evaluate the tax implications of an SMSF not satisfying the definition of an ‘Australian superannuation fund’;
  • Analyse the options for a non-member to act as trustee or director of the trustee company;
Learning outcomes

Relevancy

This webclass was recorded live 18/05/2023 and will provide you with 2 CPD hours.

Relevancy

CPD hours

If claiming CPD hours, this course provides 2 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 1 CPD hour
  • Regulatory compliance and consumer protection: 1 CPD hour
CPD hours

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’; 

The format of the webclass will be: 

  • Presentation on the relevant rules of the web class topic; 
  • Attendees to consider the various case studies; 
  • A discussion of the various cases studies; the issues identified by attendees and proposed solutions; 
  • Time for attendees to ask questions related to the web class topic. 

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.

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Presented by

Mark Ellem
Head of Education
Accurium
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Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.
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