Free SMSF Trustee Essentials Course
New to SMSFs? Start with the essentials every trustee must know — in plain English, in about an hour, at no cost. Finish the short assessment to receive your certificate.
- 1Your key responsibilities as a trustee, common contraventions and the penalties that apply.
- 2Setting up your fund — accounts in the fund’s name, rolling over your super and contribution basics.
- 3Investing the right way (s62, s109, Reg 4.09 & 4.09A) and your annual obligations — audits, s65, in-house assets and borrowing.