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Would you like to receive an introduction to Self-Managed Superfunds?
Are you a professional wanting to specialise in SMSFs and would like to get a high level understanding of the rules and conditions involved?
Do you have staff that you want to train up on the basics of SMSFs?
Kaplan’s Introduction to SMSF course is for those wanting to get an overview of the superannuation industry with focus on self-managed superannuation funds (SMSFs), the fastest growing segment of the superannuation industry. It provides students with an understanding of the contribution rules and conditions and the investment restrictions that apply to SMSFs.
This course comprises of one subject with four topics:
Students 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.
The cost for this course is $290 (including GST).
For additional study-related fees, please click here.
Students must complete the subject in 12 weeks from the enrolment date.
Students should expect to spend up to 12 hours working through the study notes and completing the learning activities.
You may enrol into this course at any time and begin studying immediately upon enrolment.
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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.
No exemptions are available for this subject.
There are no entry or eligibility requirements for this course.
This course provides an introduction to SMSFs, however if you want to provide advice in SMSFs you will need to complete Kaplan’s Generic Knowledge, Superannuation and Retirement Planning and the SMSF program.
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.
Introduction to SMSF is a one subject course.
Assessment for this subject is as follows:
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.
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 662 203
1300 662 203
For those wanting to get an overview of the superannuation industry with focus on self-managed superannuation funds (SMSFs), the fastest growing segment of the superannuation industry. It provides students with an understanding of the contribution rules and conditions and the investment restrictions that apply to SMSFs.