Unit 4: In the Fund - 2024

What goes on in the super fund? Learn about investments, earnings, costs & fees, changing & consolidating, and how tax works!

In this unit, we cover:

• Investments - what is allowed & what is not

• Earnings - NALI & NALE

• Interest of a Member in the fund

• Interest of a Dependant/Beneficiary in the fund

• Costs & fees

  • Management fees

  • Insurance - life & TPD, Income Protection, assets cover

  • Fund admin & audit

  • What is deductible or non-deductible?

• Changing or Consolidating super

• Taxation points

  • Contributions

  • Earnings

  • Death benefits

• Reading an Annual Statement from your super fund

Date recorded: 10 October 2024