SMSF module – Regulating SMSF’s

1 Jan 2020 — 1 Jan 2025
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January 1, 2020 @ 7:00 pm - January 1, 2025 @ 7:00 pm ACDT

$275

This module unpacks the advantages and disadvantages of having an SMSF before taking a step by step look at what is required to establish a SMSF that is complying and regulated by the ATO. It also takes a look at the first significant link to the tax law which requires an SMSF to meet the definition of an Australian superannuation fund to remain a complying super fund.

The module then covers the various trustee covenants that form a framework within which all trustees must operate, when dealing with an SMSF’s assets before looking at the penalty regime that applies to all SMSFs for a breach of the super laws. It outlines the various compliance tools available to the Commissioner including administrative penalties, issuing education or rectification directives, disqualifying a trustee and making a fund non-complying.

Learning outcomes

On completing this module, participants should be able to:

  • identify some of the considered advantages and disadvantages of having an SMSF
  • list the key regulatory steps required to establish an SMSF
  • identify the key trustee covenants and their associated regulations to ensure an SMSF meets its obligations with regards to assets and investment strategies
  • describe the characteristics of an Australian superannuation fund
  • ensure an SMSF continues to satisfy the definition of an Australian superannuation fund
  • discuss the various penalties that may be imposed on SMSF trustees for a breach of the SIS Act.

Tickets

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SMSF module - Regulating SMSF's - Education Modules Fee
  • $ 220.00 – Member
  • $ 275.00 – Non-Member

Details

1 January 2020 1 January 2025

$275.00
(Price for Non-Members)

$220.00
(Price for Members)

5 CPD Hours