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Self-managed superannuation fund (SMSF) trustees have ultimate control over the investments of the fund, so long as all investments are made in conjunction with the fund’s investment strategy, the sole […]
5 CPD Hours
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 FPE016 SSA Bridging Exam is for those individuals that have previously completed the Kaplan Professional FPE016 Self-Managed Superannuation Funds course.
2 CPD Hours
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