SMSF Comprehensive Course

Comprehensive training for practitioners.
Awards 34 CPD points & equips you to give advice.

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Accredited SMSF training

This course offers comprehensive SMSF training reflective of the very latest legislation, 34 CPD points and a completion certificate. Plus, with the course listed on ASIC’s Training Register, you'll achieve the knowledge and skills necessary to give SMSF advice.

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Learn the latest rules & strategies

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Earn 34 CPD points + certificate

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Become equipped to give SMSF advice

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.

Day 1

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

Day 2

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

Day 3

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 three day 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

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

CPD points are as follows.

SMSF Association  34 CPD points 
Financial Planning Association  27 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.


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 satisfy ASIC’s requirements to give SMSF advice provided you are already RG146 compliant in superannuation and you’re licensed to provide that advice.

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

Early bird discount

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

2019 sessions

Sydney12-14 MarREGISTER
Melbourne19-21 MarREGISTER
Sydney21-23 MayREGISTER
Melbourne28-30 MayREGISTER
Sydney27-29 AugREGISTER
Melbourne03-05 SepREGISTER
Adelaide10-12 SepREGISTER
Brisbane22-24 OctREGISTER
Perth29-31 OctREGISTER
Melbourne26-28 NovREGISTER
Sydney03-05 DecREGISTER

Meet our expert educators

With significant experience spanning government and industry our Technical Services and Education team are recognised as some of Australia's leading SMSF experts.

The team is led by former National Technical Director for the SMSF Association, Peter Burgess (pictured).

Peter Burgess SuperConcepts SMSF expert

Meet the rest of the team