Course overview

No longer open for new enrolments

Kaplan’s 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.

Kaplan’s SMSF course covers:

1. The key legislative, regulatory and administrative requirements of SMSFs
2. The importance of trust deeds
3. The responsibilities of trustees
4. What the estate planning characteristics are of SMSFs
5. How pensions can be paid from complying superannuation funds
6. Taxation issues relevant to SMSF
7. Strategies and financial planning opportunities

Please refer to the subject outline for more information. 

CPD

No longer open for new enrolments

Kaplan Professional has assessed this course. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au.

Fees

No longer open for new enrolments

The cost for this SMSF course is $585 (GST exempt).

For additional study related fees, please click here. 

Duration

No longer open for new enrolments

Individuals have a total of:

• 12 weeks to complete the learning and assessment requirements for Self Managed Superannuation Funds (SMSF) from their initial activation date.
• An additional four (4) weeks resubmission time – If an individual reaches the end of their initial enrolment period and has been deemed not yet competent in one or more assessment items, then an additional 4 weeks will be granted, provided the individual attempted all assessment tasks during the initial enrolment period. There is no fee for this extension.

Therefore, if an individual completes the learning and assessment, and the resubmission time is granted, the duration will be 16 weeks.

The amount of training for this course may be up to 15 hours per week. The amount of training is the hours an individual can expect to spend to complete their course work and assessments.

In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week known as unsupervised hours. These additional hours are for study skills or further research. For example, an individual not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training.

Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week.

Additional study-related fees apply to formal extensions and re-enrolments. Please refer to the Vocational Education Fees schedule found here.

Please also refer to our Vocational Education and Training (VET) Enrolment Terms and Conditions here or our Student Handbook here for important information on:

• Subject activation and completion timeframes
• Extensions
• Subject re-enrolment

Entry requirements

No longer open for new enrolments

Pre-requisites

The pre-requisite for enrolment into Self Managed Superannuation Funds (SMSF) is ASIC RG 146 (Provide advice in superannuation).
On successful completion of this course, students will be issued with a Statement of Attainment, listing the units of competency achieved.

Entry requirements

Individuals are required to be aged 18 years or older to enrol in this course.

Enrolment information

No longer open for new enrolments

Delivery

This course is delivered online via Kaplan Professional’s learning management system KapLearn.

You will receive login details to KapLearn upon enrolment. When you log on to KapLearn you are able to access the subject notes, assessments, additional learning materials such as media, case studies, practice activities and your online tutor.

Assessments are accessed and submitted through KapLearn.

Corporate clients should contact our Corporate Solutions Representative on
1300 728 505 to discuss face-to-face delivery options and how we can tailor our training to your business needs.

Exemptions

You may be exempted from studying a subject or the full qualification based on your previous training, study and or work experience.

To find out if you are eligible to receive any exemptions refer to our exemptions policy.

Assessment

No longer open for new enrolments

The assessments for this subject are listed below 

Individuals may attempt the exam and/or submit their assignment at any time if they believe they are adequately prepared. Individuals will receive personal reminder emails as they approach their assessment deadlines. 

Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their qualification or course.  

Individuals who complete this course will receive a statement of attainment.

To learn more about what to expect when completing an oral assignment using audio please click here.

Exams venues

You can sit your exam while being supervised in your workplace or at a Kaplan Professional office.

Click here for Kaplan Professional office exam times and venues.

Policies

No longer open for new enrolments

Student policies

Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.

Terms and Conditions

Click here to access our terms and conditions.

Refund Policy

Access our refund policy.