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SMSF Trustee Duties & Responsibilities

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MBC

72 Peisley Street

Orange, NSW 2800

Australia

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Are you aware of all your SMSF trustee duties and obligations?

As an SMSF trustee, you are responsible for ensuring the SMSF is maintained for the purpose of providing retirement benefits. You are also responsible for the fund’s investment strategy and making investments; accepting contributions and paying benefits; appointing an approved auditor; and lodging annual returns with the ATO.

Join us for a short refresher session to ensure you are aware of all your responsibilities.

Topics will include:

  • your role and responsibilities as an SMSF Trustee
  • contributions and rollovers
  • managing your fund's investments
  • paying benefits to members
  • reporting and administration obligations
  • understanding compliance and penalties

Sessions are limited to 10 people to ensure you get the individual attention required.

Tickets are tax deductible through your SMSF.

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Date and Time

Location

MBC

72 Peisley Street

Orange, NSW 2800

Australia

View Map

Refund Policy

Refunds up to 7 days before event

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