Welcome to the Self Managed Superannuation Fund Trustee Education Program!
The Self Managed Superannuation Fund Trustee Education Program has been released by the Joint Accounting Bodies. The Joint Accounting Bodies consist of CPA Australia, the Institute of Chartered Accountants in Australia, and the National Institute of Accountants. This service has been provided free to members and trustees of self-managed superannuation funds.
This program is designed to educate trustees of SMSFs throughout Australia. It is designed according to the Australian Taxation Office’s Trustee Declaration form to assist trustees in understanding their role and responsibilities.
Throughout this program, each element of the Trustee Declaration will be addressed. It will provide the key messages, key terms, legal jargon and present possible scenarios that trustees may encounter during their decision making processes as a trustee of a SMSF.
At the completion of this program, trustees will be able to understand:
- their roles and responsibilities within a SMSF
- the investment restrictions imposed on trustees of a SMSF
- the rules and limitations surrounding contributions and benefit payments within a SMSF
- the administration involved with a SMSF
At the conclusion of the training program, on successful completion of a small quiz, a certificate of attainment will be provided.
To access this program, you must complete the registration process.