Superannuation 101 - Back to Basics
Getting the foundation right - ‘must’ for accounting graduates and those commencing their careers in super.
Feb 13Wed 1:00 PM AEDT - Wed 2:00 PM AEDT Online
- $180.00 incl. GST
- PD hours: 1
This session is part one in the two part series on the “back to basics” of SMSF concepts. It lays the foundations for Part Two which covers the "Practical Application" of SMSF Concepts.
If you are new to the accounting world or starting out in the SMSF space, this webinar will provide you with the foundations of SMSFs.
This Webinar will cover the history of SMSFs from back when former Prime Minister and Federal Treasurer, Paul Keating first introduced the concept of compulsory superannuation, to the current rules today.
Paul Rafton, BDO Australia Superannuation Partner, will provide practical insight into the ever changing world of superannuation and explain foundational concepts such as:
- the distinction between an APRA regulated fund and a SMSF
- the Sole Purpose Test
- the Pros and Cons of individual trustee/s Vs corporate trustee
- trustee responsibilities
Webinar Learning Outcomes:
By the end of the session attendees will have a broad knowledge of the history of superannuation in Australia, which will assist their understanding of the complexities and importance of a variety of super concepts, including tax free and taxable components, contribution caps and estate planning.
• Accounting Graduates
• Entry level SMSF administrators, and
• Trustee wishing to better understand the intricacies of their SMSF and their responsibilities.
Paul Rafton is a Superannuation Partner for BDO Australia. He has more than 27 years’ experience in accounting and superannuation fund compliance and administration. In particular, Paul has spent the past 22 years specialising in Self-Managed Superannuation Funds where he advises clients on compliance issues and techniques to enhance and protect their retirement savings.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter