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1. Trustee Questions

 
This survey is designed to assist us in getting a better understanding what YOU are looking for as a trustee of a SMSF in developing The SMSF Academy. There are 10 questions to be completed that should take no more than 2-3 minutes.

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* 1. How long have you been a trustee of a SMSF?

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* 2. How would you rate your knowledge to appropriately manage your SMSF?

  1 - No knowledge 2 3 - Very little 4 5 - Reasonable 6 7- Confident 8 9 - Very Confident 10
Your knowledge

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* 3. Areas of Interest - Trustee Roles & Responsibilities

  1 - not interested 2 3 - some interest 4 5 - very interested
Should I have individual trustees or a company as trustee?
What are my ongoing responsibilities as a trustee?

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* 4. Areas of Interest - Investment Strategy (how to invest)

  1 - not interested 2 3 - some interest 4 5 - very interested
What investments can I buy within my SMSF?
What investments can a SMSF acquire from me?
Am I allowed to borrow within my SMSF to acquire assets?

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* 5. Areas of Interest - Contributions

  1 - not interested 2 3 - some interest 4 5 - very interested
How can I contribute into super? i.e. pre-tax/post-tax
How much can I contribute (pay) into super each year?

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* 6. Areas of Interest - Paying Benefits (Pensions & Lump Sums)

  1 - not interested 2 3 - some interest 4 5 - very interested
When can I take money out of super?
How can I take money out of super?

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* 7. Areas of Interest - Compliance obligations

  1 - not interested 2 3 - some interest 4 5 - very interested
What is my SMSF required by law to complete each year?
What services providers should I engage with my SMSF?

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* 8. Areas of Interest - Estate planning

  1 - not interested 2 3 - some interest 4 5 - very interested
What happens to my super when I die?
Who gets my super when I die?

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* 9. As a SMSF trustee, how often are you interested to receive trustee education (in any form)?

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* 10. What format of training most appeals to you to obtain information regarding SMSFs?

  Definitely Probably Maybe Unlikely Never
Face-to-Face presentations
Small Group or class
Webinars (Web-based presentations)
Self-paced online training

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* 11. Please include any further comment here...

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* 12. To go into the draw for your chance to win a $300 Pepper's Hotels & Resort, please complete your contact information below.

Note: completion of this information is not mandatory, however by not completing this information will make you ineligible to go into the draw.

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