SMSF Specialist Course
Comprehensive training + CPD points + accreditation
This course provides comprehensive SMSF training reflective of the very latest legislation. It offers a full 34 CPD points. And being listed on ASIC’s Training Register, the course helps equip you to give SMSF advice.
Join the many hundreds who’ve completed this industry-renowned programme – whatever your particular needs.
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 1What is an SMSF?
Sole purpose test
Benefits of SMSFs
Establishing an SMSF
Trustee options and trust deeds
Provision of advice
Day 2Loans to members
Limited recourse borrowing arrangements
In-house asset rules
Collectables and personal use assets
Assessable income of SMSFs
Derivation of income and deductibility of expenses
Non-arm's length income
Day 3Use 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
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 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
Courses at a glance
Courses at a glance
FOR SMSF BEGINNERS
Learn the basics in establishing and running a self-managed super fund.
On-demand personalised SMSF education
Self-paced online learning for practitioners. Choice of 30 modules. CPD points.
UPSKILL IN A KEY AREA
Practitioners: Become an expert in a key area of self-managed super.