Elevate your SMSF expertise & earn 25.5 CPD hours

Unlock your full potential as an SMSF specialist with our comprehensive and engaging course, specifically tailored to meet the needs of practitioners like you.

Flexible Learning Options

We are excited to offer our SMSF Specialist Course in two convenient formats: face-to-face and through interactive online webinars. This flexibility allows you to choose the learning style that best suits your needs.

Virtual Course Overview

The series will be held over two consecutive weeks on Tuesdays, Wednesdays, and Thursdays from 9 am to 1 pm ACDT, followed by an online exam.

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STUDY MODE

Online workshop

COURSE DURATION

9am – 1pm (Adelaide Time), 6 half days

COURSE FEE

$1,890 (25.5 CPD + Certificate)

  • 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 25.5 legislated CPD hours

This course is a ‘qualifying CPD activity’ and provides 25.5 CPD hours across the following categories:

  • Technical Competence (14 hours)
  • Regulatory compliance and consumer protection (8 hours)
  • Tax (Financial) Advice (3.5 hours)

Note: Under the standard, ASIC 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 ASIC’s CPD categories, with minimum hours applicable in each category.

CPD accreditation for other bodies

SMSF Association: 25.5 CPD points
Financial Advice Association Australia (FAAA): 25.5 CPD points

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.

According to ASIC Regulatory Guide 146 (RG146): Any person advising on self-managed superannuation funds (SMSFs) must complete, as a minimum, the Tier 1 training requirements for superannuation.

If an adviser has previously undertaken training on superannuation, but this did not sufficiently cover SMSFs, the adviser should undertake additional specific product training in relation to SMSFs before advising on these products.

Read more: Here

PRICING AND DISCOUNTS

General

$1,890 (incl. GST) for workshop and certificate

Early bird discount – 10% off

  • Valid until 31 January 2025 for the March workshop commencement
  • When registering online enter promotional code earlybird

2025 Dates
March/April

Date

Week 1: Tuesday, 25 March 2025 – Thursday, 27 March 2025
Week 2: Tuesday, 1 April 2025 – Thursday, 3 April 2025

Time

9:00am – 1:00pm ACDT

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.