Course overview

Would you like to receive an introduction to Self-Managed Superfunds?

Are you a professional wanting to specialise in SMSFs who’d like to gain a high-level understanding of the rules and conditions involved?

Do you have staff you want to educate on the basics of SMSFs?

Kaplan Professional’s Introduction to SMSF course is for individuals wanting to gain an overview of the superannuation industry, with focus on self-managed superannuation funds (SMSFs), the fastest growing segment of the superannuation industry. It provides individuals with an understanding of the contribution rules and conditions, and the investment restrictions that apply to SMSFs.

Individuals who successfully complete the Introduction to Self-Managed Superannuation Funds (SMSF) course will receive a certificate of completion.

Please refer to the subject outline for more information.

Subject Information

On successful completion of this course, individuals should be able to:

1. Demonstrate an understanding of the Australian superannuation and retirement system
2. Explain the main contributions types, preservation and main types of conditions of release
3. Demonstrate an understanding of an SMSF, the regulation of superannuation funds, and what a complying superannuation fund is
4. List the advantages and disadvantages of an SMSF
5. Describe the role of a trustee and their responsibilities, including legal obligations, common law duties and reporting requirements
6. Determine the most appropriate trustee structures for a fund
7. Explain the importance of a trust deed and the deemed covenants
8. Identify the importance of a superannuation fund’s investment strategy
9. Explain the investment rules and restrictions that apply to SMSFs, including non-arm’s length investments, acquisitions from related parties, in-house assets, financial assistance to members, borrowing restrictions, and limited-recourse borrowing arrangements

This course comprises of one subject with four topics:

1. Superannuation overview
2. SMSF overview
3. Trustees and trust deeds
4. Investment restrictions

Units of competency

There are no units of competency in this course.

Completion

A certificate of completion will be awarded on successful completion of each subject.

Fees

The cost for this course is $290 (including GST).

For additional study-related fees, please click here. 

Duration

Students have a total of 12 weeks to complete the learning and assessment requirements for Introduction to Self-Managed Super Funds, from their initial enrolment date.

An additional four (4) weeks resubmission time, which will be granted if all assessment tasks have been attempted and the student has been deemed not yet competent in one or more tasks. This time can be used to re-sit an exam. There is no fee for this extension.

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

For a guide on the number of study hours for Professional Year formal training, click here.

Delivery

Delivery

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

You’ll receive login details to KapLearn on enrolment. When you log on to KapLearn, you’re able to access the subject notes, assessments, and 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.

Enrolment information

Enrolment

You may enrol into this course at any time and begin studying immediately upon enrolment.

Enrol now >

Entry requirements

Subject entry requirements

There are no entry requirements for this course.

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

Recognition of Prior Learning (RPL)

There’s no RPL available for this course as there are no units of competency awarded.

Pathways

Study pathways

This course provides an introduction to SMSFs, however if you want to provide advice in SMSFs it is recommended you complete Kaplan’s subject FPE020 SMSF Regulations and Taxation.

Career pathways

Candidates who meet all the course requirements will get an understanding of the key elements relating to SMSFs, the fastest growing segment of the superannuation industry.

Assessment

Introduction to SMSF is a one subject course.

Assessment for this subject is as follows:

• One (1) exam

Kaplan’s exams

Kaplan’s exams are open book multiple-choice exams where emphasis is placed on the application of knowledge.

You must sit your first exam within 12 weeks of your enrolment date.

To achieve an overall grade of ‘competent’ in the exam, you must achieve the nominated pass mark for each module in the exam. If you are deemed ‘not yet competent’ for a module, you are provided with a re-sit and are only required to attempt that module in the re-sit. If a re-sit is required, it much be within 16 weeks of your enrolment date.

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

Click here for Kaplan office exam times and venues.

Policies

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

Brochure

Click here to download a brochure for this course.