SMSF Specialist Course

Enhance your proficiency with SMSFs

Course overview

Designed to enhance your proficiency in self-managed super. Ideal for:

  • Those servicing SMSFs and needing to upskill
  • Those wanting to become licenced to provide SMSF advice
  • Existing SMSF advisers wanting CPD points, a refresher and a competitive edge

This is one of the most highly respected courses of its type, developed in association with the University of Adelaide.

Helping you gear up for the reforms

Comprehensive and always relevant, SMSF Specialist will help prepare you for the raft of super reforms commencing on 1 July 2017. The course will provide you with a solid grasp of the changes and with client strategy options.

Length

Three consecutive days, 9am to 5pm.

Format

Classroom style workshop.

Course material

Comprehensive workbook and copy of the slide presentation - no need to bring a laptop.

Attire

Business casual.

Assessment

Assessment is optional with a choice of exams:

  • Adelaide University online exam
  • SMSF Association SMSF Specialist Advisor (SSA) exam
    This option is for AMP-aligned advisers who are (or are willing to become) a member of the SMSF Association. Those sitting this exam may also choose to sit the Adelaide Uni exam as practice.

Becoming licenced to provide SMSF advice

Successful course completion 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.

Certificate from the University of Adelaide

All attendees receive a certificate of completion from the University of Adelaide (International Centre for Financial Studies).

Option 1

Attendance only

  • Ideal for those seeking SMSF proficiency and not licensing
  • $1,500 (incl. GST)

Option 2

Attendance plus University of Adelaide exam

  • Provides the foundation to become licenced to give SMSF advice
  • Satisfies RG146 SMSF Specialist Knowledge requirements
  • $1,665 (incl. GST) for course attendance and exam

Option 3

Attendance plus the SMSF Association’s SMSF Specialist Advisor (SSA) exam

  • For AMP-aligned advisers only wanting to give SMSF advice
  • Provides SSA accreditation from the SMSF Association
  • Also satisfies RG146 SMSF Specialist Knowledge requirements
  • As a pre-requisite you must be an associate member of the SMSF Association - sign-up for membership then register for SSA accreditation
  • $2,210 (incl. GST) for course attendance and exam

Option 4

Attendance plus both exams

  • Suited to those eligible for Option 3 and wanting to maximise their qualifications
  • The University of Adelaide exam is good practice for the SSA exam
  • $2,375 (incl. GST) for course attendance and exams

SMSF Association

  • 46 CPD points for attendance and assessment
  • 30 CPD points for attendance only

Financial Planning Association

  • 24 CPD points

Tax Practitioners Board

  • 24 CPE points
Upcoming course dates
Perth14 March 2017Register
Sydney21 March 2017Register
Brisbane21 March 2017Register
Melbourne28 March 2017Register
Darwin9 May 2017Register