New SMSF accountants or administrators
To help those working on simple funds to identify if software has produced the right result and target areas which may need further investigation.
Kickstart your learning today
Become work ready and
get up to speed sooner.
With online access and assessment, learners can get started straight away and be ‘work ready’ sooner with our online delivery option. Live Q&A with our tech experts is available by choosing the Online Classroom series.
Learn from industry experts and gain CPD certification.
Our technical team has created a practical course to share industry essentials with learners and get them up to speed as quickly as possible. Earn valuable CPD and Heffron course certification along the way.
Delivered in a conversational
and practical way.
Like Education Bites, Super Foundations is written in a conversational style using shorter sentences and avoids acronyms and industry jargon. This style makes learning more engaging and practical.
Who's it for?
Anyone looking to kick start their understanding of super and SMSFs.
New SMSF auditors
For those looking to gain an understanding of the ‘bigger picture’ and the foundational super law compliance issues they’ll be auditing.
Trainee paraplanners
To help them identify opportunities for clients or problem areas for attention. They'll understand why a recommendation on super or SMSF issues has been made in a Statement of Advice.
New business services accountants
To help them identify opportunities or problem areas which may need to be investigated further.
Learn at a time that suits you
Online Modules
• 7 written online modules with short quizzes to reinforce learning – all accessible in the Heffron Learning Centre.
• Take your time – 3 months (from purchase) to complete all course modules.
• Each module takes 30–45 mins to complete including a short assessment within each to test knowledge.
• CPD and Heffron course certification.
• Ability to download content and refer back to it later.
$330 (incl GST)
When you click 'Register now' you'll be directed to the Heffron IQ Portal where you can sign in or register for a free account. Once you've logged in you'll see the dashboard with the 'Super Foundations' icon. Click 'Purchase' button to get started.
*After the first three months the Heffron Super Companion subscription will lapse unless you choose to continue your learning with a paid Super Companion subscription. We will notify you before the three months are up to give you this option.
View a sample of Super Foundations Online Modules for yourself
- explain what is super and explain what a super fund is
- understand why people might choose to save for retirement in a super fund
- identify different types of super funds
- recognise the different participants in super and their roles
- describe how an SMSF is different to other types of super funds
- understand why some people might choose to hold their super in an SMSF
- identify who can be a member of an SMSF
- explain the options for the trustee of an SMSF
- explain the responsibilities of SMSF trustees
- identify who is eligible to make contributions to super
- explain the caps on contributions
- identify why someone might choose to save for their retirement via super
- describe the key rules governing SMSF investments
- understand the importance of the sole purpose test when it comes to investing
- identify potential pitfalls when making investments that involve other people close to the trustee
- identify potential pitfalls when it comes to managing investments after they have been acquired
- understand when money may be taken out of super and when it must be
- explain the options available in terms of how super benefits are taken
- understand some of the key tax rules that impact super benefits
- explain how super funds, including SMSFs, are taxed
- recognise when a super fund might pay more than 15% tax on its income
- describe when a super fund might pay less than 15% tax on its income
- explain the process of establishing an SMSF in general terms
- explain the obligations of trustees in the day to day running of an SMSF
- explain why SMSF assets must be revalued each year
- describe the role of an auditor in an SMSF
From our attendees
"For someone new to this world, this was the perfect introduction to superannuation. I can confidently say that this course gave me a ‘bigger picture’ understanding of the foundations of superannuation and SMSF’s and taught me introductory skills that I still implement day to day.
Heffron has a unique ability to explain complex elements in a manner that is understandable and memorable. This course was delivered with passion, which in turn sparked my greater interest and love for all things superannuation."
