This subject focuses on the legislation and regulations that underpin the operation of a self managed superannuation fund (SMSF). It provides the specialist technical knowledge, critical thinking and problem solving skills necessary to provide competent and compliant advice to clients in the complex and dynamic SMSF sector. This subject covers the establishment, operation, and management of an SMSF as well as the contribution standards, taxation rules, pension and estate planning, and investment restrictions unique to an SMSF. Learning is applied in the assessments via a range of client case studies, developing and justifying an SMSF strategy as well as discussion and collaboration with other students. Additionally, individuals are able to attend drop-in sessions throughout the study period, where they can ask their tutor questions to gain further clarification on key concepts and assessments. Individuals must successfully pass this subject to be eligible to apply for the SMSF Specialist Advisor (SSA™) designation with the SMSF Association. Find out more about how to combine the Master of Financial Planning with the SMSF Specialist Advisor (SSA™) designation here. For more information about this subject, please refer to the subject outline. Enrol now Ask a question First and Last Name* First Last Phone*Please enter in the following format: 614********Email* State*StateACTNSWNTQLDSATASVICWAInternationalWhen would you like to start studying?*When would you like to start studying?Ready nowI'd like to start within 3-6 monthsI'd like to start within 6-12 monthsI'm just gathering information at this stageAsk a question (optional) Consent* I confirm the details entered above are correct and consent to Kaplan Professional using and handling my personal information in accordance with its privacy policy.*CommentsThis field is for validation purposes and should be left unchanged.
Learning outcomes Subject content Attaining the SSA™ CPD Duration Assessment Prerequsites Assumed knowledge Course transition subject equivalence Reading list Learning outcomes On successful completion of this subject, individuals should be able to: Research and critically evaluate the legal regulations that apply to SMSFs. Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits. Develop an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario. Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario. Subject content Topic Title Topic 1SMSF regulatory framework Topic 2Regulating SMSFs Topic 3Contribution standards Topic 4Investing in an SMSF Topic 5Taxation and SMSFs Topic 6Members interests and preservation standards Topic 7Pension payment standards and paying a benefit Topic 8Taxing superannuation payments Topic 9SMSF controls — planning for life Attaining the SSA™ Unlock the SMSF Association’s SMSF Specialist Advisor (SSA™) designation, branding and associated specialist member benefits when you successfully complete this course and are also a current SMSF Associate member. Individuals enrolled in this subject can access 12 months of complimentary SMSF Associate membership (valued at $620). Claim your complimentary SMSF associate membership once you’ve enrolled in this subject*. *Note: Terms and conditions apply. This complimentary membership offer is only available to individuals who aren’t current financial members of the SMSF Association. 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. Duration The duration of this subject is one study period (12 weeks). Assessment Assessment TypeAssessedWeighting TaskWeek 420% ExamWeek 640% AssignmentWeek 1240% Click here for an assessment timetable. Prerequsites There are no prerequisites for this subject. However, individuals should review the ‘Assumed Knowledge’ tab to understand the prior knowledge Kaplan advises they should hold before enrolling in this subject. Assumed knowledge Whilst there are no prerequisites for this subject, Kaplan Professional assumes individuals have completed FPC003 Superannuation and Retirement Advice and FPC008 Investment Advice, or understand the content covered in those subjects, prior to undertaking FPE020 SMSF Regulations and Taxation. Course transition subject equivalence Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan course and have completed the following subjects: FPE016 Self Managed Superannuation Funds Reading list There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan Professional’s online databases. Individuals are encouraged to research and read widely on the topic.
This subject focuses on the legislation and regulations that underpin the operation of a self managed superannuation fund (SMSF). It provides the specialist technical knowledge, critical thinking and problem solving skills necessary to provide competent and compliant advice to clients in the complex and dynamic SMSF sector. This subject covers the establishment, operation, and management of an SMSF as well as the contribution standards, taxation rules, pension and estate planning, and investment restrictions unique to an SMSF. Learning is applied in the assessments via a range of client case studies, developing and justifying an SMSF strategy as well as discussion and collaboration with other students. Additionally, individuals are able to attend drop-in sessions throughout the study period, where they can ask their tutor questions to gain further clarification on key concepts and assessments. Individuals must successfully pass this subject to be eligible to apply for the SMSF Specialist Advisor (SSA™) designation with the SMSF Association. Find out more about how to combine the Master of Financial Planning with the SMSF Specialist Advisor (SSA™) designation here. For more information about this subject, please refer to the subject outline. Enrol now Ask a question First and Last Name* First Last Phone*Please enter in the following format: 614********Email* State*StateACTNSWNTQLDSATASVICWAInternationalWhen would you like to start studying?*When would you like to start studying?Ready nowI'd like to start within 3-6 monthsI'd like to start within 6-12 monthsI'm just gathering information at this stageAsk a question (optional) Consent* I confirm the details entered above are correct and consent to Kaplan Professional using and handling my personal information in accordance with its privacy policy.*PhoneThis field is for validation purposes and should be left unchanged.
Learning outcomes Subject content Attaining the SSA™ CPD Duration Assessment Prerequsites Assumed knowledge Course transition subject equivalence Reading list Learning outcomes On successful completion of this subject, individuals should be able to: Research and critically evaluate the legal regulations that apply to SMSFs. Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits. Develop an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario. Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario. Subject content Topic Title Topic 1SMSF regulatory framework Topic 2Regulating SMSFs Topic 3Contribution standards Topic 4Investing in an SMSF Topic 5Taxation and SMSFs Topic 6Members interests and preservation standards Topic 7Pension payment standards and paying a benefit Topic 8Taxing superannuation payments Topic 9SMSF controls — planning for life Attaining the SSA™ Unlock the SMSF Association’s SMSF Specialist Advisor (SSA™) designation, branding and associated specialist member benefits when you successfully complete this course and are also a current SMSF Associate member. Individuals enrolled in this subject can access 12 months of complimentary SMSF Associate membership (valued at $620). Claim your complimentary SMSF associate membership once you’ve enrolled in this subject*. *Note: Terms and conditions apply. This complimentary membership offer is only available to individuals who aren’t current financial members of the SMSF Association. 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. Duration The duration of this subject is one study period (12 weeks). Assessment Assessment TypeAssessedWeighting TaskWeek 420% ExamWeek 640% AssignmentWeek 1240% Click here for an assessment timetable. Prerequsites There are no prerequisites for this subject. However, individuals should review the ‘Assumed Knowledge’ tab to understand the prior knowledge Kaplan advises they should hold before enrolling in this subject. Assumed knowledge Whilst there are no prerequisites for this subject, Kaplan Professional assumes individuals have completed FPC003 Superannuation and Retirement Advice and FPC008 Investment Advice, or understand the content covered in those subjects, prior to undertaking FPE020 SMSF Regulations and Taxation. Course transition subject equivalence Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan course and have completed the following subjects: FPE016 Self Managed Superannuation Funds Reading list There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan Professional’s online databases. Individuals are encouraged to research and read widely on the topic.
