Our course finder tool will point you in the right direction.
Have a question or would like more information? Our dedicated team will promptly reach out to you.
Home > Courses > Self Managed Super Funds (SMSF)
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.
Need help?
No longer open for new enrolments
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.
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.
Additional study-related fees apply to formal extensions and re-enrolments. Please refer to the Vocational Education Fees schedule found here.
Please also refer to our Vocational Education and Training (VET) Enrolment Terms and Conditions here or our Student Handbook here for important information on:
The assessments for this subject are listed below
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.
Exams venues
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.
Pre-requisites
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.
Entry requirements
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 mail@kaplan.edu.au.
Recommended browsers
You can access KapLearn using any of the browsers below, but it runs best on the latest versions:
You may find it helpful to have more than one browser installed on your computer. If you experience problems using Kaplan’s online learning system, try using another browser.
Browser settings and support
For the best user experience at Kaplan’s online learning system, select the following browser settings:
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:
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.
Kaplan Professional has assessed this course. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au.
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.
Click here to access our terms and conditions.
Access our refund policy.
The cost for this SMSF course is $585 (GST exempt).
For additional study related fees, please click here.
Further fees
Click here for a full list of fees and allowances.
FEE-HELP
Click here to find out if you’re eligible for FEE-HELP.
Payment FAQs
Click here to learn more.
We prioritise our students' mental and physical health, creating a supportive environment for learning success.
Our dedicated support teams are here to support you throughout your studies.
Our engaging and interactive learning resources support flexible and self-paced learning experiences for our students.