Online Video Learning Series
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CLICK ON the blue title links to go to each respective video module page.
welcome message and introduction
outline of the 4 broad categories of SMSF learning
outline of the topics covered in each section
understanding the key pieces of the SMSF puzzle
the basics of what an SMSF is and is not
what are your responsibilities as a SMSF trustee
should you have a corporate trustee or have individual trustees
should you have pooled or segregated assets
what are reserves and should you use them ?
key issues with trust deeds
other key documents such as your written investment strategy, derivatives risk statement, and binding death benefit nomination
what is the sole purpose test and what are the investment restrictions
trading and the use of derivatives in a smsf
borrowing in a smsf
annual administration, ATO return, and audit responsibilities
and ATO issues and directives for trustees to be aware of
the lifecycle of a SMSF
contribution rules and limits
concessional contribution strategies
includes salary sacrifice, carry forward of un-used cap, contribution splitting, & 30 June suspense account strategy.
non-concessional & other contribution strategies
includes the 2yr bring forward of non-concessional contributions, Government co-contributions, spouse contributions, downsizer contributions, and briefly the CGT rollover relief for small business.
transition to retirement
post retirement strategies
includes account based pensions, re-contribution strategy, assets shelter strategy for age pension, actuarial capital usage strategy, and retiree investment strategy.
overview of estate planning
binding death benefit nominations
choices of how benefits can be paid and to whom
tax consequences of various beneficiaries
a hypothetical SMSF estate plan outline
what insurance is allowed in a SMSF
establishing a prudent investment process
defining the investment objectives
setting the risk & volatility tolerance
the key asset classes and their characteristics
setting the fund’s asset allocation benchmarks
hypothetical example benchmark asset allocations
incorporating strategic asset allocation adjustments
global macro analysis & market internal signals
example investment selection criteria for each asset class
includes shares, property trusts, hybrids, bonds, and other fixed interest
ongoing regular portfolio review
a special investment framework for retiree portfolios
example allocations for a conservative retiree portfolio
recap of key ares of focus
summary of key issues to address for a high quality SMSF in one graphic