Self-Managed Superannuation Funds (SMSF) program

Earn FPA and SPAA accredited CPD points. Find out how.

Our Self-Managed Superannuation Fund (SMSF) program is designed to provide you with a fundamental knowledge of the establishment, operation and management of an SMSF. It specifically covers issues related to taxation and estate planning, the steps involved in setting up a pension from an SMSF and  the different strategies available for specific client situations.

This program assumes that you have existing superannuation knowledge.

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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 will I achieve upon completion?

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

  • Explain the key legislative, regulatory and administrative requirements of SMSF
  • Explain the importance of trust deeds
  • Explain the responsibilities of trustees
  • Explain the estate planning characteristics of SMSFs
  • Explain how pensions can be paid from complying superannuation funds
  • Discuss the taxation issues relevant to SMSF
  • Identify and apply appropriate strategies available to SMSF trustees

What will I receive upon completion?

A Certificate of Completion will be awarded upon successful completion of this program and a Statement of Attainment if you already have generic knowledge and skills or are RG146 compliant to give personal advice.

Prerequisites

There is no minimum education requirement for entry into this program, however we recommend that you are RG146 compliant in the Superannuation knowledge area.

Industry recognition*

Financial Planning Association (FPA)

Accreditation for up to 54 points credit of continuing professional development for students who successfully complete this program from 28 May 2010 onwards:

  • Self-study: 22.25 CPD points (Professional Dimensions: Capability & Critical Thinking)
  • Workshop component: 31.75 points (Professional Dimensions: Capability & Critical Thinking)
  • Combined: 54 points (Professional Dimensions: Capability & Critical Thinking)

SMSF Professionals' Association of Australia (SPAA)

Recognition for continuing professional development points towards SPAA membership:

  • Self-study: 56 points 

Program Structure

Component Learning Outcomes & Overview
SMSF program Download

Delivery

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.
  • Optional workshops: Three days of face-to-face learning delivered by leading industry facilitators. Study periods are flexible with workshops being run continuously throughout the year. Pre-study of subject notes is essential as workshops do not replace the self-study requirements of this course. Find a workshop in your region now.

Duration & Timeframes

A typical study commitment is 60 hours depending on your capacity for study.

Assignments must be submitted no later than four months from enrolment and first-sit exams must be completed within six months of enrolment.

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:

*Not available to students who are awarded this program via the RPL process.

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