SMSF Trustees Course

Superannuation is a great tax structure. Investing in super is the preferred way for Australians to save for their retirement. The government wants to save paying age pensions so they give you great tax concessions if you save to become a self funded retiree.



Why SMSF (Self-Managed Super Fund)?

Some people go a bit further and want to control their own superannuation savings and to do this they establish a Self Managed Superannuation Fund (SMSF).

Primarily the main advantage of an SMSF is that you control the investments but there are lots of rules around how you can invest and if you break those rules there are harsh penalties.

Responsibilities of Owning an SMSF (Self-Managed Super Fund)

As the trustee of your on SMSF you are required to sign a declaration that you know and understand your duties and responsibilities as a trustee.

Using the excuse that you weren’t aware of the rules is not an excuse. The government specifically changed the law requiring the members to be the trustees of their SMSF so that they could justify punishing the fund rather than the trustees. You just can’t wing it. You need to know the rules.

The tax office will happily provide you with documentation and even courses that a designed around telling you what all the rules are.

But those courses are all designed to just tell you the rules, they are not designed around helping you use the rules to save even more tax.

For example, they will tell you what the rules are around creating a pensions but there is no information to help you know when is the best time to start a pension and how best to structure that pension.

They will tell you what the rules are around paying death benefits but there is no advice about how to minimise tax to your dependants if you ever have to pay a death benefit (and who doesn’t die?)

There is nothing the ATO will give you to tell you the savings you can make by using re-contribution strategies.


Who is this course for? 

You are an SMSF Trustee that wishes to take control of your investments

You want to learn the strategies to save you hundreds of thousands in taxes and fees

You don’t want to be calling your accountant every time you want to write a cheque

You want to do specific things with your SMSF


Or maybe you just want to learn about SMSFs

Who is this course NOT for? 

You have no interest in SMSFs

You have a quality adviser that already gives you all the information you need

Your adviser does everything for you

What are you going to get? 

Over ten weekly one hour sessions you will learn all you need to know about running your own SMSF.  So that we can fit more content in to the course we have split the course into two separate courses.  


The first is for younger people (under 55) who are still accumulating their superannuation pool. Here we will focus on what is important to you.  

  • What the investment rules are

  • strategies to maximise your superannuation balance when you retire

  • how to administer your fund

  • How to ensure any death benefits go where you want them to go

  • Specific strategies to accumulators such as gearing into shares or property


The second course is designed for people nearing or in retirement who need to focus on their SMSF funding their lifestyle and then passing their superannuation to their family in the most tax effective manner (did you know your kids might pay 17.5% tax on your super when you die!!)  In this course we cover most of what is in the accumulation course but focus less on accumulation strategies and instead focus on pension strategies.

What is in this training?

Who designed this training?

Peter Johnson is one of Australia’s leading SMSF accountants.  Primarily, Peter provides advice to other accountants and often they refer complex matters to him.  Similar to a GP referring to a specialist medical practitioner.

Peter is one of only 3 external contributors to Tax & Super Australia’s SMSF Manual.

Peter regularly presents to accountants all over Australia on SMSF matters.

Packages

Light

$97/Month

All the necessary SMSF auditor CPD hours covered via monthly webinars

Access to technical phone call backup from Peter Johnson for those hairy questions that keep coming along

Full access to our weekly technical advice video series

Ability to submit questions to be answered in our weekly technical advice video series

MOST

POPULAR


Full

$197/Month

All the necessary SMSF auditor CPD hours covered via monthly webinars

Access to technical phone call backup from Peter Johnson for those hairy questions that keep coming along

Full access to our weekly technical advice video series

Ability to submit questions to be answered in our weekly technical advice video series

One Off

$297

All the necessary SMSF auditor CPD hours covered via monthly webinars

Access to technical phone call backup from Peter Johnson for those hairy questions that keep coming along

Full access to our weekly technical advice video series

Ability to submit questions to be answered in our weekly technical advice video series

What others have said...

I couldn't speak more highly of the experience I have had with Peter to date...

- Excellent technical support as access to the owner of the business

- Fantastic turnaround time

- Managed to get me an SOA for a new set-up including LRBA in anticipation of an
Auction within a couple of days.

- Great process of initial SOAs for existing SMSFs and then ROA thereafter

- Training provided is very practical

I am very happy to recommend this service.

David Cooke

Accumen Accountants and Business Advisors, Bathurst NSW

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What others have said...

In late February, 2018, Peter and I discussed one of my clients and a possible
Estate Planning Exercise for them.

I presented a proposal to the client recently and today they have agreed to the
proposal. We’re going to look at their super as well (Mum and Dad are close to the
$1.6m caps) and combined with the Estate Planning exercise, they’ve just signed
off on a $26K + GST contract.

The past 18 months has been a lot of “head down and tail up” in this transition to my
new business life. It is only with Peter's input on that Tuesday afternoon that it
dawned on me what we should be doing for this client. I wanted to thank them
sincerely for being the sounding board that afternoon, and raising with me this idea.
I appreciate it immensely.”

Dean Robinson

WWW.DEANROBINSON.COM.AU
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