Setting up an SMSF for success

From trust deeds to compliance requirements, learn how to avoid common mistakes and set your fund on the right path for the future. Don’t risk getting it wrong—register now!

This webinar has completed.

Essentials for graduates and new starters. Join us for a practical webinar covering everything you need to know about establishing an SMSF.

Starting a self-managed super fund (SMSF) is a significant decision that can have long-term implications. With around 600,000 SMSFs in Australia holding nearly a quarter of all super assets, getting the setup right is crucial for ensuring compliance and avoiding costly mistakes down the line.

This webinar will provide a comprehensive guide to the establishment and early operation of an SMSF, helping you navigate the complexities with confidence. You'll gain insights into key areas such as:

  • Structuring the SMSF correctly
  • Creating a robust trust deed and investment strategy
  • Initial setup, reporting, and compliance obligations

By understanding the establishment requirements and common pitfalls, you'll be better equipped to set SMSF trustees up for ongoing success and compliance. Join us to explore how the decisions made today will impact your fund's future and learn practical strategies to ensure a smooth start. 

 

Date & Details

Wednesday, 5 February 2025

Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA

What we cover

On completion, participants will be able to:
  • Explain the requirements for a superannuation fund to be an SMSF;
  • Evaluate the options for structuring an SMSF; 
  • Explain the considerations when establishing and operating an SMSF;
  • Understand the future impact of decisions made at the start of the SMSF lifecycle.

Matthew Richardson

SMSF Manager, Accurium

Matthew is the SMSF Manager at Accurium and has extensive knowledge in superannuation and self-managed superannuation funds. He is a qualified CPA and SMSF specialist adviser. He has worked at Accurium for over 10 years, providing actuarial certificates and technical assistance to Accurium’s large client base of accountants and SMSF practitioners. 

Matthew plays a key role in Accurium Education, where he contributes extensively by writing technical articles, presenting webinars, and providing training for both clients and staff. 

Webinar

Setting up an SMSF for success

05 February 2025 - 05 February 2025

Webinar

$160.00 + GST