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 […]
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 […]
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 […]
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 […]
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 […]