Login

You are currently on:

SMSF Specialist Course

This course offers comprehensive SMSF training reflective of the very latest legislation. It provides up to 24 CPD points/hrs. And with the course listed on ASIC’s training register, you’ll achieve the specialist knowledge required to give SMSF advice.

Book today and get your 10% early bird discount.

Secure your spot today and get 10% early bird discount. Valid until two weeks prior to course commencement. When registering online enter promotional code earlyspecial

Important Update

Due to the situation with COVID-19 we've made the decision to change the delivery method for some of our SMSF Specialist Course from face to face to a series of interactive webinars.

Giving you the option to learn in-person or online.

Asset 1

Nationally-recognised SMSF course

This course offers comprehensive SMSF training reflective of the very latest legislation. It provides up to 24 CPD points/hrs. And with the course listed on ASIC’s training register, you'll achieve the specialist knowledge required to give SMSF advice.

 

Since mid-2020, we’ve made the decision to add a delivery method for select dates from face to face to a series of virtual workshops.

The series will be held over two consecutive weeks on Tuesdays, Wednesdays, and Thursdays from 10 am to 2 pm AEDT, followed by an online exam.

Please view available session dates for more information.

As part of the workshop, a comprehensive electronic workbook and e-copy of the slide presentation will be provided.

Requirements for virtual workshops:

  • Our virtual workshop will be fully interactive, a webcam is recommended
  • Microsoft Windows 7 or higher (Windows 8 recommended) OR Mac OSX v10.5 or higher (Mac OSX v10.6 recommended)
  • Internet connection (broadband preferably)
  • Delivered via GoToTraining, attendees can download and install the full-feature desktop software on your Windows and Mac computer

 

The course consists of a workshop held over three consecutive days, 9 am to 5 pm, 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.

Please view available session dates for more information.

Dress code: business casual.

 

  • What is an SMSF?
  • Sole purpose test
  • Benefits of SMSFs
  • Establishing an SMSF
  • Trustee options and trust deeds
  • SMSF residency
  • Service providers
  • Provision of advice
  • Trustee responsibilities
  • Investment strategy 
  • Accepting contributions
  • Loans to members
  • Borrowing rules
  • Limited recourse borrowing arrangements
  • In-house asset rules
  • Related parties
  • Collectables and personal use assets
  • Member accounts
  • Assessable income of SMSFs
  • Derivation of income and deductibility of expenses
  • Non-arm's length income
  • Deductions
  • Insurance
  • Use of reserves
  • Determining benefit entitlements
  • Conditions of release
  • Proportioning of benefits
  • Taxation of benefits
  • Commencing a pension 
  • Taxation of pensions 
  • Exempt current pension income
  • Segregation v non-segregation
  • Continuing pension liability on death
  • Beneficiaries
  • Estate planning
  • SMSFs and family law
  • SMSFs and bankruptcy
  • Winding up an SMSF  

Simple online assessment process:

  • Following the workshop, you will be sent a link to an online exam
  • You must sit the exam within two weeks of receiving the link
  • The exam comprises 120 multiple choice questions which must be completed in a single sitting and within a time limit of 2 hours and ten minutes
  • You can request up to three resits; the conditions for each resit are per the original exam
Provides 24 CPD hours for FASEA

This course is a ‘qualifying CPD activity’ and provides 24 CPD hours across the following categories:

  • Technical Competence (17 hours)
  • Regulatory compliance and consumer protection (7 hours)

Note: Under the standard, FASEA requires advisers to complete 40 hours of CPD each year of which 70% needs to be approved by your licensee. Furthermore, the activity must spread across FASEA’s CPD categories, with minimum hours applicable in each category.


CPD accreditation for other bodies
SMSF Association 23 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 to one hour of training with one CPD point or one CPE hour.

Certificate of completion

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

 

 

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

By successfully completing this course you will satisfy ASIC’s RG146 SMSF specialist knowledge requirements. You will also need to satisfy FASEA competency requirements to give SMSF advice and you’re licensed to provide that advice.

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

Early bird discount
  • 10% discount available
  • Valid until two weeks prior to course commencement
  • When registering online enter promotional code earlyspecial

Available dates 

Virtual SMSF Special Course 

Week 1 - Tues 16th - Thurs 18th
Week 2 - Tues 23rd - Thurs 25th 

 

Face to Face SMSF Specialist Course

Tues 1st - Thurs 3rd
Location: Sydney 

 

Virtual SMSF Special Course 

Week 1 - Tues 7th - Thurs 9th
Week 2 - Tues 14th - Thurs 16th 

 

Face to Face SMSF Specialist Course

Tues 5th - Thurs 7th
Location: Melbourne

 

Prefer to learn at your own pace?

We offer an online version of this course which you can do in your own time. Simply complete all 30 of our online modules and you'll achieve the same qualification and a completion certificate.

Become equipped to give SMSF advice

Upon completion, you will satisfy ASIC's RG146 SMSF specialist knowledge requirements. Combined with FASEA competency requirements, you're licenced to provide that advice.

photo-of-man-holding-a-book-

How can we help you?

Drop us a message if you prefer to talk it through. We will make sure the right person reaches out.

Privacy Policy Statement