Tax Fundamentals – Superannuation

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You will have 12 months from your date of enrolment to complete this training. After completion, your access to this material will remain available to reference for the remainder of the duration.

Welcome to TaxBanter’s Tax Fundamentals module on Superannuation.

At the conclusion of this training, attendees should have a broad understanding of:

  • The three phases of superannuation, being:
    • the contributions phase;
    • the investment phase; and
    • the retirement phase;
  • The types of contributions that can be made into a superannuation fund;
  • The annual limits that apply to superannuation contributions;
  • The general income tax issues in calculating a superannuation fund’s taxable income;
  • The investment rules;
  • When funds can be released from superannuation;
  • The transfer balance cap;
  • The taxation of superannuation benefits

The currency of this resource material is at 15 October 2021.

Each video must be played to completion at least once. Videos you have already watched can be replayed at any time.

To complete the training simply work through each section in order. Ensure you click ‘Mark complete and proceed‘ when prompted to have it count toward your completion rate.

The online learning system includes the following features:
  • Videos automatically pause when the learner switches to another window and resume when switched back.
    This promotes learner engagement and minimises distruption.
  • Certificate upon completion stating date of completion and CPD points earned.
  • Pop quizzes and a final assessment.
  • Practice Tips – visuals from the previous video you can click to download.

Best of luck!
The TaxBanter Team