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.

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Learn the latest rules & strategies

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Earn 34 CPD points + certificate

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Ideal for SMSF advice-accreditation

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 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

Select a session

Sydney4-6 DecREGISTER
Melbourne4-6 DecREGISTER

Meet our experts

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