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Are you a financial adviser wanting to expand your client base and provide advice in self managed superannuation funds (SMSF)?
Have you undertaken a course that covers the specific product training relating to self-managed superannuation funds (SMSF) as set out in ASIC RG 146?
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:
Please refer to the subject outline for more information.
The cost for this SMSF course is $585 (GST exempt).
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 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.
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.
Individuals are required to be aged 18 years or older to enrol in this course.
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 and oral 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.
Enrol now >
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.
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.
The assessments for this subject are listed below
• Written – short answer questions, strategy paper
• Oral – oral response to questions and a role play
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.
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
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.
To stay ahead in this competitive industry Kaplan Professional 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 Self Managed Superannuation Funds and awarded 22.25 CPD hours and Tax (TPB CPE) 22.25 hours.
The SMSF Association have assessed Self Managed Superannuation Funds and awarded 30 CPD points.
Kaplan Professional 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.
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
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Access our refund policy
Click here to download the course fact sheet >
1300 662 203
1300 662 203
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.