SMSF Specialist

Comprehensive training + CPD points + accreditation

Run by leading experts, this course offers comprehensive SMSF training reflective of the latest superannuation legislation — together with 38 CPD points. Successful course completion confers RG146 compliance in SMSFs.

Join the many hundreds who’ve completed this programme – whatever your particular needs.


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Strengthen your knowledge of SMSFs including the latest legislation.

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Earn up to 38 CPD points, significantly helping your annual target.

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Get the training necessary for SMSF advice accreditation.

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Learn from some of Australia's most sought-after 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

This is an industry-recognised course listed on ASIC's Training Register.

By successfully completing this course you will satisfy ASIC’s requirements to give SMSF advice, provided you're RG146 compliant in superannuation and you're licenced to give that advice.

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

SMSF Association  38 CPD points 
Financial Planning Association  24 CPD points 
Institute of Public Accountants  24 CPE hours* 
Chartered Accountants Australia & New Zealand  24 CPE points* 
Tax Practitioners Board  24 CPE hours* 

 

*You should use your own professional judgement and assess whether our programme provides professionally relevant training and the appropriate number of CPD points or CPE hours. The above allocation assumes professionally relevant training and equates one hour of training with one CPD point or one CPE hour.


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

Early bird discount

  • 10% discount available
  • Valid until 21 November
  • When registering online enter promotional code earlyspecial
Upcoming dates
Check back soon for our 2018 dates