This subject is designed to provide students with detailed knowledge of the regulation, 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. From SP6 2016, individuals who successfully complete the subjects FPC003 Superannuation and Retirement Advice and FPE016 Self Managed Superannuation Funds, will meet ASIC RG 146 minimum standards to provide personal advice on superannuation and the specific product training relating to providing advice on self-managed superannuation funds. For more information, please refer to the subject outline. Enrol nowEmail usView subject availability
Learning outcomes Subject content CPD Assessment Pre-requisites Reading list Learning outcomes At the completion of this subject students should be able to: Explain the role of a financial planner throughout the lifecycle of an SMSF Explain the distinguishing characteristics of an SMSF Formulate investment strategies which demonstrate knowledge of various investment standards that are unique to the operation of an SMSF Break down the reasons for providing pensions via an SMSF and the operation of superannuation interests as they apply to SMSFs Incorporate fund administration, estate planning and taxation implications and advice into discussions with SMSF clients Assess the suitability for clients, of strategies which are used to greater advantage in an SMSF Subject content TopicTitle Topic 1Introduction to SMSFs Topic 2SMSF establishment Topic 3Contributions Topic 4Other taxation issues Topic 5Investing and borrowing for SMSFs Topic 6Insurance in superannuation Topic 7Accessing superannuation Topic 8Estate planning Topic 9Fund administration CPD Kaplan Professional has assessed this subject. 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. Assessment Assessment TypeAssessedWeighting TaskWeek 510% AssignmentWeek 740% ExaminationWeek 1250% Click here for an assessment timetable. Pre-requisites Kaplan recommends that you complete the following Kaplan Online subject prior to enrolling in this unit: FPC003 Superannuation and Retirement Advice Reading list Prescribed text Sanderson J. 2017, SMSF Guide 8th edition: Current issues and strategies for the self-managed superannuation funds adviser, The Tax Institute, ISBN 9780994565730 Retailers of educational books include Co-op Bookshop and Boffins Bookshop. Texts can also be borrowed from the Kaplan library or other libraries. Details of required and further reading are provided in the subject room. Purchase of any text other than a prescribed text is not required.
Learn more about Master of Financial Planning, Graduate Diploma of Financial Planning, Graduate Certificate in Financial Planning >
This subject is designed to provide students with detailed knowledge of the regulation, 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. From SP6 2016, individuals who successfully complete the subjects FPC003 Superannuation and Retirement Advice and FPE016 Self Managed Superannuation Funds, will meet ASIC RG 146 minimum standards to provide personal advice on superannuation and the specific product training relating to providing advice on self-managed superannuation funds. For more information, please refer to the subject outline. Enrol nowEmail usView subject availability
Learning outcomes Subject content CPD Assessment Pre-requisites Reading list Learning outcomes At the completion of this subject students should be able to: Explain the role of a financial planner throughout the lifecycle of an SMSF Explain the distinguishing characteristics of an SMSF Formulate investment strategies which demonstrate knowledge of various investment standards that are unique to the operation of an SMSF Break down the reasons for providing pensions via an SMSF and the operation of superannuation interests as they apply to SMSFs Incorporate fund administration, estate planning and taxation implications and advice into discussions with SMSF clients Assess the suitability for clients, of strategies which are used to greater advantage in an SMSF Subject content TopicTitle Topic 1Introduction to SMSFs Topic 2SMSF establishment Topic 3Contributions Topic 4Other taxation issues Topic 5Investing and borrowing for SMSFs Topic 6Insurance in superannuation Topic 7Accessing superannuation Topic 8Estate planning Topic 9Fund administration CPD Kaplan Professional has assessed this subject. 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. Assessment Assessment TypeAssessedWeighting TaskWeek 510% AssignmentWeek 740% ExaminationWeek 1250% Click here for an assessment timetable. Pre-requisites Kaplan recommends that you complete the following Kaplan Online subject prior to enrolling in this unit: FPC003 Superannuation and Retirement Advice Reading list Prescribed text Sanderson J. 2017, SMSF Guide 8th edition: Current issues and strategies for the self-managed superannuation funds adviser, The Tax Institute, ISBN 9780994565730 Retailers of educational books include Co-op Bookshop and Boffins Bookshop. Texts can also be borrowed from the Kaplan library or other libraries. Details of required and further reading are provided in the subject room. Purchase of any text other than a prescribed text is not required.
Learn more about Master of Financial Planning, Graduate Diploma of Financial Planning, Graduate Certificate in Financial Planning >
