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SMSF Course

To begin our course simply click on unit 1 within module 1. You will have to complete each unit to gain access to the next one. At the end of module 2-6 there are quizzes – once you have completed these you will receive a certificate of completion. You can log in and out as you please; your course progress will be saved. Good luck!

Module 1 Introduction to Self-Managed Super Funds
Unit 1 What is a superannuation fund?
Unit 2 What is an SMSF?
Unit 3 Superannuation Industry (Supervision) Act (SIS) 1993
Unit 4 SMSF Trust Deed
Unit 5 Trustee Declaration
Unit 6 Trustee Eligibility
Module 2 The roles and responsibilities of SMSF trustees
Unit 1 Module 2 - Introduction
Unit 2 The Sole Purpose Test
Unit 3 Accepting contribution and paying benefits
Unit 4 Investment strategy
Unit 5 Annual responsibilities
Unit 6 Separation of assets
Unit 7 Penalties for non-compliance
Unit 8 Module 2 - Quiz
Module 3 Investment restrictions
Unit 1 Arm's length investments and market value
Unit 2 Loans and financial assistance to members
Unit 3 Borrowing
Unit 4 Related party acquisition of assets
Unit 5 In-house assets
Unit 6 Module 3 - Quiz
Module 4 Contribution into SMSFs
Unit 1 Module 4 - Introduction
Unit 2 Types of contributions
Unit 3 Rules around accepting contributions
Unit 4 Contribution caps
Unit 5 Rollovers and in-specie contributions
Unit 6 Module 4 - Quiz
Module 5 Benefits payments from an SMSF
Unit 1 Module 5 - Introduction
Unit 2 Preservation of benefits
Unit 3 Conditions of release
Unit 4 Retirement and preservations
Unit 5 Cashing benefits
Unit 6 Types of benefits
Unit 7 Payment of death benefits
Unit 8 Module 5 - Quiz
Module 6 Administration of SMSFs
Unit 1 Record keeping
Unit 2 Reporting requirements
Unit 3 Changes to the fund
Unit 4 Winding up the fund
Unit 5 Module 6 - Quiz