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This module explores a complying superannuation fund’s taxation obligations. It considers the taxation of contributions, the applicable capital gains tax (CGT) provisions, how foreign transfers are treated and ordinary income. […]
5 CPD Hours
All superannuation members have an interest in their superannuation fund. For self-managed superannuation fund (SMSF) members, these interests are a single accumulation interest and/or single or multiple pension interests. This […]
5 CPD Hours
This module considers the features of a member account and how a member can access their money. It also discusses how money can be taken either as a superannuation lump […]
5 CPD Hours
This module provides the final overlay of taxation on benefit payments. Having identified the components of a member’s interest, the proportioning that applies to benefit payments and the types of […]
5 CPD Hours
This module provides the relevant references to paying benefits from a self-managed superannuation fund (SMSF) in the event of the death of a member. It revisits the trustee requirements on […]
5 CPD Hours
Express SMSF Specialist Advisor Accreditation Pathway for holders of the CFP® designation. The purpose of the SSA accreditation is to qualify individuals who apply a broad and coherent knowledge in […]
2 CPD Hours
The SSA (Express Pathway) program is for those members that have completed an SMSF Association recognised prior learning (RPL) course. The purpose of the SSA accreditation is to qualify individuals […]
2 CPD Hours
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry. OVERVIEW: The purpose of the quarterly […]
1 CPD Hour
