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Are you a qualified accountant who would like to expand your client base and provide advice in self-managed superannuation funds (SMSFs)?
Are you RG 146 compliant in superannuation?
The accountants’ exemption ceases on 1 July 2016 and you will no longer be able to provide advice on the establishment of an SMSF unless you have an ASIC ‘limited’ AFS licence.
Kaplan’s Accountants’ SMSF Package is specifically designed for recognised* accountants who are currently working in, or about to commence work in, the financial planning services sector. It enables participants to build on their existing skills and provide advice on SMSFs while meeting the ASIC Tier 1 RG 146 training requirements for superannuation.
(*Note: Recognised accountants hold a Certificate of Public Practice issued by the Chartered Accountants Australia and New Zealand, or Public Practice Certificate issued by CPA Australia Ltd).
Kaplan’s Accountants’ SMSF Package offers:
This course comprises of one subject covering:
Please refer to the subject outline for more information.
Enrol directly into the Accountants’ SuperPackage for $585 (GST exempt).
Contact your Business Development Manager about attractive fee incentives for corporate cohorts. Call 1300 728 505 or email firstname.lastname@example.org.
For additional study-related fees, please click here.
Individuals have a total of:
Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject 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.
Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week.
Recognised accountants that hold a Certificate of Public Practice issued by the Chartered Accountants Australia and New Zealand, Public Practice Certificate issued by CPA Australia Ltd or IPA Membership status with the Institute of Public Accountants.
Individuals will also need to hold the pre-requisite units of competency listed below and have previously completed Kaplan Professional’s Accountants Financial Planning subject (content versions 1 or 2). If individuals do not meet these entry requirements, they will need to complete the current version of Accountants Financial Planning (content version 3). To check which version has been completed, individuals may contact Kaplan Professional or check the document footer in their subject topic notes.
The following units of competency are pre-requisite units for FNSASICU503 Provide advice in superannuation and are available in the current version of Accountants Financial Planning:
The following units of competency are prerequisite units for FNSASICZ503 Provide advice in financial planning and are available in the current version of Accountants Financial Planning:
This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities and at times engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication.
If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email email@example.com.
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Audio recording app
You will need to use a free or paid audio-recording app on your phone, tablet or computer to record and submit your oral assignment. Most devices come with a free built-in audio/voice-recording app. More information should be available in your device manual or on the device manufacturer’s website. Below are help links for some popular devices.
To successfully complete this qualification, individuals will require basic computing skills. This may include:
You may enrol into this course at any time and begin studying immediately upon enrolment, subject to meeting the pre requisites.
To enrol please contact us on 1300 662 203 or email firstname.lastname@example.org.
This course is delivered online via Kaplan’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.
Recognition of Prior Learning (RPL)
Individuals may be able to obtain Recognition of Prior Learning (RPL) for a Kaplan Professional award subject based on their previous study and/or work experience. To do this, individuals must submit evidence that demonstrates they have already met the requirements of the subject through these other means.
Evidence can take many forms, such as information about approved study, information about work experience, certificates, transcripts or other credentials.
To find out if you are eligible for RPL, refer to our Credit Transfer and Recognition of Prior Learning (RPL) page.
To stay ahead in this competitive industry Kaplan also provides the Advanced SMSF course.
Candidates who meet all the course requirements will be able to provide advice in Self-Managed Superannuation Funds.
Continuing professional development (CPD) of your knowledge and skills is essential to remaining compliant under ASIC’s Regulatory Guide 146 (RG 146).
The FPA have assessed Accountant’s SMSF Package and awarded 32 CPD hours and Tax (TPB CPE) 32 hours.
The SMSF Association have assessed Accountant’s SMSF Package and awarded 30 CPD points.
Kaplan offers CPD training through Ontrack — our online CPD platform — which delivers monthly multimedia training, along with tracking and reporting capabilities.
To learn more about our RG 146 compliance offerings, visit the CPD page for more information, or contact our CPD support team on 1300 527 526.
The assessments for this subject are listed below:
• Written – Short answer questions and the preparation of a compliant Statement of Advice for a given client
• Oral A – Role play and oral questions.
The mode of oral assessment is by audio recording. As part of the course requirements, individuals will need to find a volunteer to assist with their role play in the oral assignment.
Note: The written and oral A assignment must be completed before commencing the Oral B assignment.
Oral B assignment – two (2) attempts
• Oral B – Oral questions and a role play.
The mode of oral assessment is by audio recording. As part of the course requirements, individuals will need a volunteer to participate in the role play.
Individuals have 12 weeks from the date of enrolment to complete the written and oral A assignment, oral B assignment and the exam. Individuals must complete the written and oral A assignment prior to commencing and completing the oral B assignment or the exam.
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.
To learn more about what to expect when completing an oral assignment using audio please click here.
Individuals who complete this course will receive a statement of attainment.
Kaplan Professional’s exams
You can sit your exam while being supervised in your workplace or at a Kaplan Professional office.
Click here for Kaplan office exam times and venues.
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.
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1300 662 203
1300 662 203