Virtual Event
Virtual Event

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Event Date Wed Mar 24 +11 (over 1 year ago)
In your timezone (EST): Wed Mar 24 3:00am - Wed Mar 24 4:00am
Region All

This important presentation will answer questions including:

• Why do I need a trust deed and where do I get one?
• Can I hold the SMSF assets in my own name?
• Why is an ‘investment strategy’ required?
• What is the ‘sole purpose test’ – and why does it matter?
• What are the accounting, tax, and audit obligations?
• How do I make contributions and withdrawals, and pay pensions and death benefits?
• What are the costs of starting and running an SMSF?
• Tips and traps of running a SMSF


2021 Speakers


Gary Marsh CFP, MBA, MAcc
Senior Adviser, RSM Financial Services Australia

Sponsors & Partners

2021 Sponsors

• RSM Australia