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Get an introduction to super and SMSFs with a case study covering key terms & definitions, fund types and how funds operate.
Get an introduction to super and SMSFs with a case study covering key terms & definitions, fund types and how funds operate.
In this session, we cover:
Introduction to the case study
What is superannuation?
Law around super - SIS Act
Elements & key definitions
What are super funds?
Types of super funds
Industry
Retail
Defined Benefit funds
SMSF
Who can have an SMSF?
Who is involved with SMSFs?
Overview of the life cycle
Choosing the right fund
Super choice for employees
Changing or Consolidating super
Reading an Annual Statement from your super fund