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Self-Managed Superannuation Funds (SMSF) program

Our Self-Managed Superannuation (SMSF) program contains eight modules that teach you the core fundamentals of self-managed superannuation funds and beyond. The program helps you to identify appropriate strategies and apply relevant regulations to unique client situations.

This page contains: Who Should Enrol Program Structure and Modules Recognition & Exemptions Program Fees (PDF) Study Information

Who should enrol

This program is an introduction to the fundamentals of providing advice on SMSF and is relevant to:

• planners/advisers
• administrators
• auditors
• trustees
• accountants
• professionals seeking to specialise in SMSF.

What would I achieve upon completion?

Upon successful completion of this program, you should be able to understand:

• a broad overview of SMSF and taxation issues, trust deeds and trustee responsibilities
• the major impact of the Financial Services Reform Act on strategic advice providers
• how to identify and apply appropriate strategies for unique client circumstances.

Prerequisites

There is no minimum education requirement for entry into this program, however we recommend that you are either:

• RG 146 compliant in the superannuation knowledge area
  OR 
• have successfully completed our online SMSF self assessment in the Practice Exams section of Kaplan Professional's website prior to enrolment. 

Program Structure and Modules

Competencies

Download Kaplan’s Competency List to view the list of competencies you will achieve through successful completion of this qualification.

Program duration and delivery

See also: Timetables & Dates

This program can be studied via either:

• Self-study – Delivered via distance education, the program is self-contained with all the materials and resources needed to complete the program easily by self-study. The program can be commenced in the self-study mode at any time. The only requirement is for assignments to be submitted no later than four months from enrolment and you have up to six months from enrolment to sit the final open-book exam.
• Intensive workshop – If a more structured learning environment is preferred, the program is also available in a traditional classroom setting. This involves a period of essential pre-study followed by three days of workshops.

Assessment

To complete the program, you must successfully complete the:

• Assignment, and
• Exam

If you are unsuccessful in an assessment (Not yet competent), you will have the opportunity to:

• Resit the exam (twice)
• Resubmit  the assignment (once), please see the Assessment Policy for further details

Kaplan Practice Exams

 Visit the Kaplan Practice Exams page.

Recognition & Exemptions

Methods available:

• Recognition of Prior Learning
• Mutual Recognition
• Assessment Only

Accountants who complete Kaplan’s SMSF program may be able to obtain an Advanced Diploma of Financial Services through Recognition of Prior Learning (RPL).

Students who have completed either:

• the Self-Managed Superannuation Program, or
• The Strategist Group SMSF Adviser Course

can gain credit for five competencies towards their Advanced Diploma of Financial Services.

A successful RPL application for three accounting competencies taken from the latest Financial Services Training Package will enable them to qualify for the Advanced Diploma of Financial Services FNS60104. The three Advanced Diploma level competencies which we have selected are those most likely to have been covered by accountants.

Students who believe they have met all of the elements of all or any of the three units of competency, and can provide evidence of having met the performance criteria, should complete the relevant RPL application forms.

Refer to Recognition & Exemptions for further information.

Study Information

Refer to the following links for further information, or visit Study Information:

Timetables & Dates for Intensive Workshops and Kaplan Office Exams
 Forms for all study related forms
Exam Information
Recognition & Exemptions
 SMSF Accountants Assessment for ASIC Compliance only

* Not to be used in conjunction with any other offer.

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