Superannuation 101 - Practical Application
The next step for accounting grads and superannuation administrators wishing to build upon their basic superannuation knowledge.
Stream this recording multiple times at your convenience.
- $180.00 incl. GST
- PD hours: 1
This session is part two in the two part series on the “back to basics” and builds upon the basic SMSF concepts from Part One with practical tips and case studies.
This Webinar will provide a practical guide to establishing and maintaining a SMSF.
In this session, BDO Australia Superannuation Partner, Paul Rafton will break down the complexities of establishing and maintaining a SMSF and provide practical examples and so that attendees have an understanding of:
- contribution tips and traps
- related party vs arm’s length transactions
- benefit payments and
- basic estate planning concepts
Webinar Learning Outcomes:
Attendees will gain a solid understanding of SMSF basic concepts and their practical application, including tax free and taxable components, contribution caps, benefit payments and basic estate planning strategies.
• 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
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