Course curriculum

    1. Part 1: Introduction of the Course

      FREE PREVIEW

    2. Part 2: Australian Retirement System

      FREE PREVIEW

    3. Part 3: Different Types of Super Funds

      FREE PREVIEW

    4. Part 4: What is SMSF?

      FREE PREVIEW

    5. Part 5: SMSF Balance Sheet and P&L

    6. Part 6: Concessional Contributions

    7. Part 7: Non-concessional Contributions

    8. Part 8: CGT Exempt Contributions & Others

    9. Part 9: Rollovers

    10. Part 10: "5-year Carry Forward" & "3-year Bring Forward" Rules

    11. Part 11: Age Eligibility of Accepting Contributions

    12. Part 12: Impact of Total Super Balance

    13. Part 13: Summary on Contributions

    14. Part 14: CGT & Expenses in SMSF

    15. Part 15: Pension Phase & Condition of Release

    16. Part 16: TRIS Account

    17. Part 17: Account Based Pension Account

    18. Part 18: Transfer Balance Cap

    19. Part 19: Pension Phase Summary

    20. Part 20: Member Account & Member Statement

    21. Part 21: Preservation Components

    22. Part 22: Tax Components

    23. Part 23: Member Statement Summary

    24. Part 24: SMSF Tax Calculation

    1. Part 1: Investment Restrictions Overview

    2. Part 2: Acquisition of Assets from Related Parties

    3. Part 3: "In-house Assets". Financial Assistance & Sole Purpose Test

    4. Part 4: Limited Recourse Borrowing Arrangement (LRBA)

    5. Part 5: Investment Strategy

    1. Part 1: Steps for Processing SMSF Year-end Compliance

    2. Part 2: Navigate BGL Dashboard

    3. Part 3: Set Up Basic Fund Details in BGL

    4. Part 4: Manage Member Info & Functions in BGL

    5. Part 5: SMSF Accounting Processing in BGL

    6. Part 6: Update Market Values for SMSF Assets

    7. Part 7: Allocate P&L to Members and SMSF Tax Return

    8. Part 8: Summary & Key Takeaways

    1. Disclaimer

About this course

  • $159.00
  • 38 lessons
  • 3.5 hours of video content
  • Includes weekly 1-hour Q&A sessions for 4 weeks.

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