Self Managed Super Fund - Retirement Planning Tool

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Self Managed Super Fund – Retirement Planning Tool – Sydney Course

Is a Self Managed Super fund right for you? Get an unbiased view of Self Managed Super Funds (SMSFs) compared to the alternatives and learn the key strategies that make SMSFs successful in retirement planning.

Course Outline

In this course you will learn:

  • How to set up an SMSF
  • Costs of an SMSF
  • Pros and Cons of an SMSF
  • How an SMSF compares to other superannuation funds
  • Strategies to grow an SMSF
  • Investment options unique to SMSF
  • Running a Pension from your SMSF
  • Retirement Planning for SMSFs

Course Outcome

  • At the end of the course, you will have learned the key benefits of a self managed super fund and how to maximise one – should you choose to use one.

What to Bring

Please bring a:

  • Notepad and pen

Prerequisite: Desirable

  • This is suitable for anyone who has an interest in Self Managed Super Funds for their retirement planning

Delivery Mode

  • The class is delivered in a classroom setting with a whiteboard