Verante Financial Planning has boosted its education efforts through its Financial Knowledge Centre, which includes a comprehensive module on SMSFs.
The resource contains a library of articles, life events, videos, quizzes and calculators for clients to use for free as part of its advice services, while new users and non-clients can trial the centre free for one month.
The SMSF module includes an SMSF overview, the cost of running an SMSF, setting up a fund, ongoing administration, investment decisions and rules, tax considerations, estate planning and 2017/18 federal budget proposals.
The statistics and facts pages will be kept up to date as rules change over time.
Verante director and specialist SMSF adviser Liam Shorte said the firm believed in financial well-being and improving people’s understanding of financial concepts.
