Event details
ASX Seminar: Practical advice on running a Self Managed Super Fund
Subject: Super
Place: Sydney
Event Type: Seminar
Description:
This seminar provides an in-depth look at the rules and regulations that govern super with respect to SMSFs. The topics covered are:
- managing your fund's investments
- your obligations as a trustee when running an SMSF
- the ability of the fund to accept contributions and rollovers
- the rules around the age of the member and the types of contributions
- your duties and responsibilities when making investment decisions
- paying benefits when your members are legally allowed to access them
- reporting and administrative obligations, including lodgement of the annual return and record-keeping requirements
- where to go for more help and information.
Who should attend: trustees who have been running their own fund for more than 18 months & trustees who outsource a considerable amount of the management of the fund. This session is not intended for new trustees or those individuals thinking of starting an SMSF.
Speaker: Craig Kerr is an experienced Tax Officer who has many years experience in assisting small business operators, industry associations, community groups, and tax professionals to understand a range of tax issues.
We recommend arriving early to avoid disappointment. No bookings taken.
* This is an external event. Please do not register on this website.
Maximum number of pariticipants: 20
Level: Intermediate
Fee (for members): $0
Fee (for non members): $0.00
Venue Address:Wesley Conference Centre, 220 Pitt Street, Sydney
City: NSW
Post Code: 2000
Country: Australia
Additional Information: The Women's Investment Club lists Australian Stock Exchange(ASX) events with the approval of the ASX.
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