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 |