SMSF Mastery

Online Video Learning Series

SMSF Education
Smsf mastery: Online video series

SMSF Mastery

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CLICK ON the blue title links to go to each respective video module page.

INTRODUCTION

SMSF MASTERY INTRODUCTION

  • welcome message and introduction

  • outline of the 4 broad categories of SMSF learning

  • outline of the topics covered in each section

SMSF FUNDAMENTALS

FUNDAMENTALS 1

  • 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

FUNDAMENTALS 2

  • 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 ?

FUNDAMENTALS 3

  • key issues with trust deeds

  • other key documents such as your written investment strategy, derivatives risk statement, and binding death benefit nomination

​FUNDAMENTALS 4

  • what is the sole purpose test and what are the investment restrictions

  • trading and the use of derivatives in a smsf

FUNDAMENTALS 5

  • borrowing in a smsf

  • annual administration, ATO return, and audit responsibilities

  • and ATO issues and directives for trustees to be aware of

SMSF STRATEGIES

STRATEGIES 1

  • the lifecycle of a SMSF

  • contribution rules and limits

​STRATEGIES 2

  • concessional contribution strategies

  • includes salary sacrifice, carry forward of un-used cap, contribution splitting, & 30 June suspense account strategy.

​STRATEGIES 3

  • 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.

​STRATEGIES 4

  • transition to retirement

STRATEGIES 5

  • post retirement strategies

  • includes account based pensions, re-contribution strategy, assets shelter strategy for age pension, actuarial capital usage strategy, and retiree investment strategy.

SMSF ESTATE PLANNING

ESTATE PLANNING 1

  • overview of estate planning

  • binding death benefit nominations

​ESTATE PLANNING 2

  • choices of how benefits can be paid and to whom

​ESTATE PLANNING 3

  • tax consequences of various beneficiaries

  • a hypothetical SMSF estate plan outline

ESTATE PLANNING 4

  • what insurance is allowed in a SMSF

SMSF INVESTING

INVESTING 1

  • establishing a prudent investment process

  • defining the investment objectives

  • setting the risk & volatility tolerance

​INVESTING 2

  • the key asset classes and their characteristics

  • setting the fund’s asset allocation benchmarks

  • hypothetical example benchmark asset allocations

​INVESTING 3

  • incorporating strategic asset allocation adjustments

  • global macro analysis & market internal signals

INVESTING 4

  • example investment selection criteria for each asset class

  • includes shares, property trusts, hybrids, bonds, and other fixed interest

INVESTING 5

  • ongoing regular portfolio review

  • keep learning

INVESTING 6

  • a special investment framework for retiree portfolios

  • example allocations for a conservative retiree portfolio

PULLING IT ALL TOGETHER

PULLING IT ALL TOGETHER

  • recap of key ares of focus

  • summary of key issues to address for a high quality SMSF in one graphic

  • conclusion