Want to learn about running a Self Managed Super Fund? Watch our 40 minute Trustee Training Webinar!
A Self Managed Super Fund (SMSF) gives you the freedom to take control of your Super. If you have a SMSF or are thinking about setting one up, watch this now!
TAG’s Trustee Training provides SMSF Trustees with guidance, the most up-to-date information, plus tips and strategies to help you reach your retirement goals and understand your role and responsibilities as a Trustee.
In this webinar, our SMSF Specialists Jason Roccasalvo and Emma Partenza will cover:
– How Trustees should plan for their retirement needs.
– Investment restrictions imposed on SMSF trustees.
– The rules and limitations surrounding SMSF contributions and benefit payments.
– The administration involved with a SMSF including clarification on key terms and legal jargon.
– Possible scenarios a trustee may encounter.
Our SMSF Specialists
Jason Roccasalvo
Partner
Superannuation Advisory & Audit
Emma Partenza
Manager
Superannuation Advisory & Audit