Self Manage Your Super Fund
Taught by Industry professionals, this Self Managed Superannuation course will allow you to determine if controlling your own Superannuation is right for you. The course requires no previous knowledge and goes through the basics of establishing and investing your own Superannuation Funds.
This course is for anybody who wants to take control of the money they have in Superannuation! It is also suitable for those with an existing Self Managed Super Fund who would like to enhance their knowledge.
Entry Requirements
No prior knowledge is required
Student Instructions
Students are required to bring a pen. Course notes will be provided.
Topics
- Introduction to Self Managed Superannuation Funds (SMSF)
- What is Superannuation
- Establishing a SMSF
- What type of investments are allowed
- Australian Tax Office Compliance requirements
- Contributions to a SMSF
- Taxation of a SMSF
- Withdrawing funds from my SMSF
- Borrowing within a SMSF
- Why Invest in Shares in a Super Fund
- Personal Factors to Consider when investing
- Risk/Return Trade off
- Investment Alternatives – Asset Classes
- How to choose a Portfolio of shares
- Direct Shares v’s Managed Funds
- Portfolio Administration
Career Prospects
Not applicable
Delivery Style
The course is taught by A Self Managed Superannuation Fund (SMSF) specialist and a Senior Stockbroker with expertise in SMSF Investment strategies. Both are extremely knowledgeable in their fields and share real life examples to enhance the content of the course. Students are encouraged to interact and ask question throughout the course.
Outcomes
Students will learn what is required to set up a SMSF and what they are and aren’t allowed to purchase within the fund. The course will also give an insight into how SMSF’s are regulated and the levels of taxation that apply . In addition you will have a broader understanding of how to develop an Investment Strategy for your fund.
the waiting list.
