Free SMSF Trustee Essentials Course

About Course

New to running a self-managed super fund, or thinking about setting one up? This free short course covers the essentials every trustee needs to know — in plain English, in about an hour.

Your key responsibilities as a trustee
Setting up your fund — accounts in the fund’s name, rolling over your super and contribution basics
Investing the right way — sole purpose test (s62), arm’s length (s109), investment strategy (Reg 4.09) and keeping assets separate (Reg 4.09A)
Compliance and annual obligations — the annual audit, no loans to members (s65), in-house assets and borrowing restrictions

Finish the short final assessment to receive your certificate of completion.

Want to go deeper? The full SMSF Trustee Education Course ($11) covers 10 lessons including setup, contributions, pensions and winding up.

Course Content

Your Key Responsibilities as a Trustee
Who can be a trustee, the Trustee Declaration, core duties, record keeping, common contraventions and penalties.

Lesson 1: Your Key Responsibilities as an SMSF Trustee

Setting Up Your Fund
Setup order, accounts in the fund’s name, rolling over super and contribution basics.

Investing the Right Way
Sole purpose test (s62), arm’s length (s109), investment strategy (Reg 4.09), separation of assets (Reg 4.09A), property, expense claims and GST.

Compliance and Annual Obligations
The annual audit cycle, no loans to members (s65), in-house assets and borrowing restrictions.

Final Assessment & Certificate
Course summary, a 16-question final assessment and your certificate of completion.

Student Ratings & Reviews

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Free SMSF Trustee Essentials Course

About Course

What Will You Learn?

Course Content

Your Key Responsibilities as a Trustee
Who can be a trustee, the Trustee Declaration, core duties, record keeping, common contraventions and penalties.

Lesson 1: Your Key Responsibilities as an SMSF Trustee

Setting Up Your Fund
Setup order, accounts in the fund’s name, rolling over super and contribution basics.

Lesson 2: Setting Up Your Fund — Accounts, Rollovers and Contributions

Investing the Right Way
Sole purpose test (s62), arm’s length (s109), investment strategy (Reg 4.09), separation of assets (Reg 4.09A), property, expense claims and GST.

Lesson 3: Investing the Right Way — s62, s109, Reg 4.09, 4.09A, Property and GST

Compliance and Annual Obligations
The annual audit cycle, no loans to members (s65), in-house assets and borrowing restrictions.

Lesson 4: Compliance and Annual Obligations — Audits, s65, In-house Assets and Borrowing

Final Assessment & Certificate
Course summary, a 16-question final assessment and your certificate of completion.

Course Summary and Your Certificate

Final Assessment — SMSF Trustee Essentials

About Course

What Will You Learn?

Course Content

Your Key Responsibilities as a Trustee Who can be a trustee, the Trustee Declaration, core duties, record keeping, common contraventions and penalties.

Lesson 1: Your Key Responsibilities as an SMSF Trustee

Setting Up Your Fund Setup order, accounts in the fund’s name, rolling over super and contribution basics.

Lesson 2: Setting Up Your Fund — Accounts, Rollovers and Contributions

Investing the Right Way Sole purpose test (s62), arm’s length (s109), investment strategy (Reg 4.09), separation of assets (Reg 4.09A), property, expense claims and GST.

Lesson 3: Investing the Right Way — s62, s109, Reg 4.09, 4.09A, Property and GST

Compliance and Annual Obligations The annual audit cycle, no loans to members (s65), in-house assets and borrowing restrictions.

Lesson 4: Compliance and Annual Obligations — Audits, s65, In-house Assets and Borrowing

Final Assessment & Certificate Course summary, a 16-question final assessment and your certificate of completion.

Course Summary and Your Certificate

Final Assessment — SMSF Trustee Essentials

Student Ratings & Reviews

Your Key Responsibilities as a Trustee
Who can be a trustee, the Trustee Declaration, core duties, record keeping, common contraventions and penalties.

Setting Up Your Fund
Setup order, accounts in the fund’s name, rolling over super and contribution basics.

Investing the Right Way
Sole purpose test (s62), arm’s length (s109), investment strategy (Reg 4.09), separation of assets (Reg 4.09A), property, expense claims and GST.

Compliance and Annual Obligations
The annual audit cycle, no loans to members (s65), in-house assets and borrowing restrictions.

Final Assessment & Certificate
Course summary, a 16-question final assessment and your certificate of completion.