A self-managed superannuation fund (SMSF) retirement-specific course will be launched by Accurium and the University of Adelaide.
The one-day non-award course, SMSF Retirement Essentials, will support SMSF practitioners including accountants and advisers to develop strategies to convert their clients' SMSFs into sustainable cash-flows for retirement.
Accurium chief executive, Tracy Williams, said "our practical and working knowledge of the market combined with our strong research and insights capability in the SMSF retirement sector will provide the tools for SMSF practitioners to better meet the needs of their clients".
The course covers the role of SMSFs in retirement, retirees' risks and needs, cash-flow, capital adequacy, social security, and retirement portfolio construction.
The course is accredited for continuing professional development from:
The course can also be accredited for continuing professional development as determined by the individual for the following:
Certified Practicing Accountants of Australia (CPA)
A recent NSW Supreme Court decision is an important reminder that while super funds may be subject to restrictive superannuation and tax laws, in essence they are still a trust and subject to equitable and common law claims, says a legal expert.
New research from the University of Adelaide has found SMSFs outperformed APRA funds by more than 4 per cent in 2021–22.
The SMSF Association has made a number of policy recommendations for the superannuation sector in its pre-budget submission to the government.
ASIC has sentenced former director Mudasir Mohammed Naseeruddin over four years imprisonment for ‘egregious conduct’ and dishonestly obtaining client funds from six investors’ SMSF accounts.
Add new comment