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 | |
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