SMSF 2 Day Course
Investing for Better Self-Managed Super Fund Returns
Take control of your Super and fund the future you dream of. This course will give you the knowledge and tools to construct a diverse portfolio, develop an investment strategy and successfully manage your SMSF.
Course Details:
Content includes:
- SMSF Trustee Compliance Workshop – covers trustee roles and responsibilities, contributions, investment restrictions, taxation, preservation and condition of release, payment of benefits, paperwork requirements and retention of documents.
- Overview of the Superannuation Industry – facts about the industry, advantages and perceived disadvantages of a SMSF, what an SMSF can invest in.
- Asset Classes – understand the different assets classes, their risk profiles and how to combine the assets comparing risk vs return.
- Stock Selection – includes the two methods of stock selection and company performance analysis, top down and bottom up. See how the professionals rate the companies and choose their portfolios using key performance ratios.
- Value and Growth Stocks – learn how to differentiate and manage these stocks to balance your portfolio.
- Risk Management and Hedging – how to protect portfolio value in adverse market conditions, resulting in more effective returns overall.
- Technical Analysis – the different strategies employed in long-term investing.
- Derivatives – learn how to hedge your investment and achieve a higher rate of return with the use of approved derivatives such as Options, CFDs and Instalment Warrants.
| Suitable for | For those who have, or are ready to start, a SMSF |
| Duration | 2 days (12 hours) |
| Study Mode | Online |
| Start Date | Flexible |
| Assessment: | Personalised feedback via email |
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