Setting up a Self-Managed Super Fund (SMSF)
Thinking about managing your own super? The ATO’s free online course, Setting up a Self-Managed Super Fund (SMSF), guides you through the steps, responsibilities, and legal requirements of running you
Thinking about managing your own super?
Setting up a Self-Managed Super Fund (SMSF) is a free, self-paced online course delivered by the Australian Taxation Office (ATO), designed to help you understand what’s involved in establishing and managing your own super fund.
An SMSF puts you in control of your retirement savings, but with that control comes significant responsibility. This course covers:
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Key responsibilities and obligations of SMSF trustees
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The step-by-step process to legally establish your fund
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Investment strategy and compliance requirements
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Record-keeping, reporting, and when to notify the ATO or ASIC
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Where to access ongoing help and professional advice
Whether you’re considering starting an SMSF or just want to better understand how they work, this course will equip you with the essential knowledge to make informed decisions.
