SMSF retirement course to launch

SMSF retirement education

16 February 2016
| By Jassmyn |
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A self-managed superannuation fund (SMSF) retirement-specific course will be launched by Accurium and the University of Adelaide.

The one-day non-award course, SMSF Retirement Essentials, will support SMSF practitioners including accountants and advisers to develop strategies to convert their clients' SMSFs into sustainable cash-flows for retirement.

Accurium chief executive, Tracy Williams, said "our practical and working knowledge of the market combined with our strong research and insights capability in the SMSF retirement sector will provide the tools for SMSF practitioners to better meet the needs of their clients".

The course covers the role of SMSFs in retirement, retirees' risks and needs, cash-flow, capital adequacy, social security, and retirement portfolio construction.

The course is accredited for continuing professional development from:

  • SMSF Association (SMSFA)
  • Financial Planning Association of Australia (FPA)

The course can also be accredited for continuing professional development as determined by the individual for the following:

Certified Practicing Accountants of Australia (CPA)

  • Chartered Accountants Australia New Zealand (CAANZ)
  • The course will be offered in Adelaide, Brisbane, Melbourne, and Sydney.
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