SMSF Specialist

Flagship course worth 46 CPD points

SMSF knowledge-training and accreditation

This is an industry-recognised course listed on ASIC's Training Register. By successfully completing this course you will satisfy ASIC’s training standards to give SMSF advice, provided you are also RG146 compliant in superannuation.

Developed in association with the University of Adelaide SMSF Specialist is one of the most highly regarded courses of its type.


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Provides the education necessary for SMSF advice accreditation.

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Serves as a valuable knowledge-refresher for existing SMSF advisers.

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Offers up to 46 CPD points, significantly helping your annual quota.

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Run by Australia's most experienced team of SMSF experts.

The course consists of a workshop held over three consecutive days, 9am to 5pm, followed by an online exam.

As part of the workshop a comprehensive workbook and copy of the slide presentation is provided. There is no requirement to bring a laptop.

The workshop is fully catered with all food and refreshments.

Dress code: business casual.

Simple online assessment process:

  • Following the three day workshop you will be sent a link to an online exam
  • You must attempt the exam within two weeks of receiving the link
  • The exam comprises 120 multiple choice question which must be completed within a time limit of 2 hours and ten minutes
  • You can resit up to three times

$1,665 (incl. GST) for workshop and exam

Successful course completion satisfies RG146 SMSF specialist knowledge requirements.

Provided you are also RG146 compliant in superannuation, you will have satisfied ASIC’s training standards to give SMSF advice.

Certificate from the University of Adelaide

All attendees who successfully complete the course will receive a certificate of completion from the University of Adelaide.

SMSF Association  46 CPD points 
Financial Planning Association  24 CPD points 
Tax Practitioners Board  24 CPE hours 

Upcoming course dates
Sydney03 Oct - 05 OctRegister
Brisbane10 Oct - 12 OctRegister
Melbourne17 Oct - 19 OctRegister
Perth24 Oct - 26 OctRegister
Adelaide31 Oct - 02 NovRegister