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The SMSF Academy - Trustee Survey

4.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.
1.How long have you been a trustee of a SMSF?(Required.)
2.How would you rate your knowledge to appropriately manage your SMSF?(Required.)
1 - No knowledge
2
3 - Very little
4
5 - Reasonable
6
7- Confident
8
9 - Very Confident
10
Your knowledge
3.Areas of Interest - Trustee Roles & Responsibilities(Required.)
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?
4.Areas of Interest - Investment Strategy (how to invest)(Required.)
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?
5.Areas of Interest - Contributions(Required.)
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?
6.Areas of Interest - Paying Benefits (Pensions & Lump Sums)(Required.)
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?
7.Areas of Interest - Compliance obligations(Required.)
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?
8.Areas of Interest - Estate planning(Required.)
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?
9.As a SMSF trustee, how often are you interested to receive trustee education (in any form)?(Required.)
10.What format of training most appeals to you to obtain information regarding SMSFs?(Required.)
Definitely
Probably
Maybe
Unlikely
Never
Face-to-Face presentations
Small Group or class
Webinars (Web-based presentations)
Self-paced online training
11.Please include any further comment here...
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.