contact Tag financial
Tag financial mailing list
Tag Financial Client Login Client Portal
Join our mailing list
Tag financial on Google plus Tag financial on LinkedIn Tag financial on Facebook

Trustee Training for Self Managed Funds – Afternoon

  • Complimentary registration
    April 19, 2016
    12:30 pm - 1:30 pm

This training is aimed at:

  • Providing Trustees of Self Managed Funds with an understanding of their role and responsibilities as a Trustee,
  • Those wanting a refresher session or
  • Those thinking about setting up a SMSF and want to know what is involved.
  • This training will provide you with:

What is expected of you as a Trustee

  • Roles and responsibilities within a SMSF
  • Investment restrictions imposed on trustees of a SMSF
  • Rules and limitations surrounding contributions and benefit payments within a SMSF
  • The administration involved with a SMSF

At the conclusion of the training, on successful completion of a small quiz, a certificate of attainment will be provided

Location

Venue:  

Address:
Level 1, 1911 Malvern Road, Malvern East, VIC, 3145, Australia

Latest from the tag blog

Trustee Training Video

July 24, 2017

When you set up a SMSF, you become the trustee of your SMSF.  You can have the fund’s technical aspects handled by qualified experts but you are still the ultimate boss. In this video, Brenda Hutchinson, Partner Superannuation Advisory and Audit, will cover your role and responsibilities of being a trustee and more! Ensure you are the […]