Self-Managed Superannuation Funds (SMSF) program

Our 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.

 SPECIAL OFFER - enrol online into any flexi study subject before the 31 January 2009 and receive a 10% discount off the regular self-study or workshop component price. To redeem this offer you must enrol online using promotional code "summer08".

This page contains:

 Download Brochure

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

To enrol in this program, you will need to have:

  • met RG 146 compliance in the superannuation knowledge area; or
  • successfully completed an online SMSF self-assessment in the Practice Exams section of Kaplan Professional's website. 

Program Structure and Modules

Subject Learning Outcomes & Overview Subject Code
SMSF program Download
SMSF
Skills Assessment Brochure
Workplace Skills Assessment - Superannuation

Download

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:

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.

Program Fees

Costs vary depending on your choice of self-study or intensive workshop study.

Self-study:

  • Standard fee: $695 per subject
  • Finsia member: $625 per subject

Intensive workshop:

  • Total fee: $1,250 per subject.
    ($695 per subject + $555 intensive workshop fee)
  • Finsia member: $1,130 per subject
    ($625 per subject + $505 intensive workshop fee) 

Workplace Skills Assessment - Superannuation

  • With client assessor at client premises: $130 per assessment
  • With a Kaplan assessor at a Kaplan office: $245 per assessment
  • With a Kaplan assessor at the client’s premises: $365 per assessment

Please see the Workplace Skills Assessment - Superannuation brochure for detailed information about your assessment delivery options and related pricing.

Overseas Courier Surcharges

For those undertaking the program via self-study overseas, a surcharge is added to the enrolment fee to cover the higher dispatch costs.

Download the list of applicable overseas courier surcharges.

All prices are valid until 31 December 2009.

Enrolment and Further Information

Specialise in one of Australia's fastest growing finance streams.

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

Back to Top