SMSF Online Training
Self-paced learning for SMSF proficiency and CPD points
- A broad selection of SMSF learning modules to choose from, all worth CPD points
- Complete as many modules as you wish at a pace that suits
- Completion of all modules within a year satisfies RG146 SMSF Specialist Knowledge requirements
Our online modules are ideal for:
- Those servicing SMSFs and needing to upskill - including advisers, accountants and practice support staff
- Those wanting the educational foundation to become licenced SMSF advisers
- Existing SMSF advisers wanting to satisfy ongoing CPD requirements
How long does each module take?
On average, one hour plus 10 minutes of exam time.
For each module there is an assessment comprising five multi-choice questions.
You can choose do the assessment at the start of the module - or at the end of the module once you've read the content.
The pass mark is 80% - four out of five questions answered correctly. Unlimited free attempts are allowed once you have read the content.
When will I receive CPD points?
Upon completion of each module.
What's the benefit of completing all 30 modules?
Apart from the valuable learning experience and CPD points, if you successfully complete all 30 modules within a 12 month period, you will have satisfied RG146 SMSF Specialist Knowledge requirements.
You will also receive a certificate of completion from the University of Adelaide (International Centre for Financial Studies).
Becoming licensed to provide SMSF advice
By completing all 30 modules within a year, and provided you are also RG146 compliant in superannuation, you will have met the necessary educational requirements to be licenced to provide SMSF advice.
Standard cost per module
$48.99 (incl. GST).
Buy all modules upfront for half-price
You can buy all 30 modules upfront at the reduced price of $735 (incl. GST) - 50% off the standard price.
Discount for upgrading
If you've bought some modules at the standard price, and wish to upgrade to the full set, the remainder are available at half the standard price - provided they're all purchased at once and completed within 12 months.
For example, if you've bought modules 1, 2 and 3 at the standard price, you can buy modules 4-30 at half the standard price, provided you do so in the same transaction.
Modules that can now be purchased are at the top of the list and marked with a double asterisk (**). In some cases, a module that you have purchased may not be immediately available to commence - and you will be notified when it is.
When making your selection you will be taken to a website belonging to CPDone, who administer the purchase and delivery of our training modules.
Pre-pay the full set of modules.
Note: not all 30 modules are presently available and are being released soon. As each module becomes available you will be notified.
Completing all 30 modules within a year satisfies RG146 SMSF Specialist Knowledge requirements. Provided you are also RG146 compliant in superannuation, you will have met the necessary educational requirements to be licenced to provide SMSF advice.
This is an asset class that attracts particular scrutiny and is one of the most regulated SMSF investment choices available. This module investigates its finer points and provides insights into some curious legislative consequences.
Covers the many instances where the SIS requirement, that members and trustees must be one and the same person, is complied with by using substitute or alternate directors. Also includes a consideration of disqualification events.
SMSF investment rules take particular notice, not only of the prudential requirements inherent in a trustee’s role, but also of the potential conflict of interest that can arise where the interests of members do not coincide with the responsibilities of the trustees.
SMSF compliance is particularly vulnerable where members/trustees spend extended periods outside of Australia. Declaring a fund non-complying - with the catastrophic tax penalties that follow - is mandatory for the ATO where the SMSF becomes non-resident.
Considers the merits and pitfalls inherent in each of these competing fund types. This, possibly controversial, module is a must for anyone providing SMSF and general superannuation advice.
This module and Related Parties is closely linked given that one is intrinsically linked to the other. We cover the major practical issues that arise when dealing with in-house assets.