SMSF Specialist Course

Comprehensive training for practitioners.
Equips you for advice. Provides up to 27 CPD points/hrs.


Nationally-recognised SMSF course

This course offers comprehensive SMSF training reflective of the very latest legislation. It provides up to 27 CPD points/hrs. And with the course listed on ASIC’s training register, you'll achieve the specialist knowledge required to give SMSF advice.


Learn the latest SMSF rules & strategies


27 CPD hours for FASEA and other bodies


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

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
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

Provides 27 CPD hours for FASEA

This course is a ‘qualifying CPD activity’ and provides 27 CPD hours in the category of ‘Technical Competence’.

Note: Each year you must earn 40 CPD hours from ‘qualifying CPD activity’, 28 of which must be approved by your licensee, with the remaining 12 hours not requiring approval. 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  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.

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 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

2020 sessions

Sydney18-20 AugREGISTER
Melbourne25-27 AugREGISTER
Adelaide08-10 SepREGISTER
Brisbane20-22 OctREGISTER
Melbourne24-26 NovREGISTER
Sydney01-03 DecREGISTER

Prefer to study in your own time?

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.


SMSF Association Accredited Educator

Meet the team who run the course

Our award-winning Technical Services and Education team are recognised as some of Australia's leading SMSF experts.

Meet the team

Case study: An accounting firm's growth story

Discover how an accounting firm climbed to the next level with our SMSF course (together with our outsourced admin service).