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Setting up an SMSF for success

Recorded live 5 Feb 2025
Expenses, tax and administration

$160.00 +GST

Audience

This training is recommended for: 

  • Graduates and new starters in SMSF accounting, audit or advice
Audience

Learning outcomes

On completion, participants will be able to:

  • Explain the requirements for a superannuation fund to be an SMSF;
  • Evaluate the options for structuring an SMSF; 
  • Explain the considerations when establishing and operating an SMSF;
  • Understand the future impact of decisions made at the start of the SMSF lifecycle
Learning outcomes

Relevancy

This event was presented live 05/02/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 0.75 CPD hours
  • Tax (financial) advice: 0.50 CPD hours
CPD hours

Starting a self-managed super fund (SMSF) is a significant decision that can have long-term implications. With around 600,000 SMSFs in Australia holding nearly a quarter of all super assets, getting the setup right is crucial for ensuring compliance and avoiding costly mistakes down the line.

This webinar will provide a comprehensive guide to the establishment and early operation of an SMSF, helping you navigate the complexities with confidence. You’ll gain insights into key areas such as:

  • Structuring the SMSF correctly
  • Creating a robust trust deed and investment strategy
  • Initial setup, reporting, and compliance obligations

 

By understanding the establishment requirements and common pitfalls, you’ll be better equipped to set SMSF trustees up for ongoing success and compliance. Join us to explore how the decisions made today will impact your fund’s future and learn practical strategies to ensure a smooth start.

Registration includes:

  • 1.25 hour on-demand event
  • 1.25 accredited CPD hours from the SMSF Association
  • Recording and materials available to access for 3 months after purchasing the event
Matthew-Richardson-Editorial-Headshot

Presented by

Matthew Richardson
SMSF Manager
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 General Terms and Conditions can be accessed here.
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