1300 728 505
Are you an SMSF professional wanting to build on your current skills and take the next step in your career?
Do you want to go beyond knowing SMSF product knowledge and start using common and complex strategies?
Would you like to learn in a small class in a face-to-face workshop?
Kaplan’s Advanced SMSF program is an engaging face-to-face workshop held by industry experts in small class sizes to enable participants to interact with each other and exchange experience and ideas. It builds upon fundamental knowledge of the establishment, operation and management of self-managed superannuation funds (SMSFs) and focusses more on SMSF strategies providing students with the competitive edge needed to build successful client relationships.
Kaplan’s Advanced SMSF program is for people who want to provide complex advice in SMSFs. It covers:
Students who successfully complete the Advanced SMSF program will receive a Certificate of Completion and CPD points.
Please refer to the subject outline for more information.
The pricing below applies from 1 February, 2016.
One (1) day face-to-face workshop (9:00am – 5:00pm).
Pre-reading required (suggested study: 40 hours).
To complete the Advanced SMSF Program you must have completed Kaplan’s SMSF program (or equivalent).
To advise on SMSFs you must be RG 146 compliant to provide personal advice in superannuation.
If you are currently not RG 146 compliant, see Kaplan’s Financial Planning Level 1 course for further information.
To register your expression of interest in a workshop, contact us on 1300 728 505, speak to your Business Development Manager. Workshops are dependent on sufficient interest.
Face-to-face full day interactive workshop with comprehensive study manual provided prior to workshop.
No exemptions are available for this course.
Candidates who meet all the course requirements will be able to provide complex advice in SMSFs.
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 the Advanced SMSF Workshops and awarded 10.5 CPD hours and Tax (TPB CPE) 10.5 hours.
The SMSF Association have assessed Advanced SMSF Workshops and awarded 12 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.
Students undertake an informal assessment during the course of the workshop.
More detailed information about the assignments are in the subject outlines.
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.
Access our refund policy
Click here to download a brochure for this course.
1300 728 505
Engaging face-to-face workshop held by industry experts in small class sizes to enable participants to interact with each other and exchange experience and ideas. It builds on fundamental knowledge of the establishment, operation and management of self-managed superannuation funds (SMSFs) and focusses more on SMSF strategies providing participants with the competitive edge needed to build successful client relationships.