This course is no longer accepting new student applications. Single subject enrolments will be open until Study Period 6 2022. Contact us for further details. This subject focuses on the concepts and theories of SMSF operations. Individuals study and evaluate complex financial retirement scenarios to identify best practice methods for guiding SMSF Trustees through the various stages of an SMSF. Individuals are given the opportunity to write a critical review and evaluation of an Australian Securities and Investments Commission report. The quizzes and final exam provide individuals an opportunity to apply their learnings via multiple choice questions, and case-study based short answer questions. For more information, please refer to the subject outline. Enrol nowEmail us
Learning Outcomes Subject Content Duration CPD Assessment Prerequisites Assumed knowledge Course transition subject equivalence Reading List Learning Outcomes On successful completion of this subject, individuals should be able to: Explain how the different SMSF-related occupations can contribute to the optimal operation of an SMSF. Integrate regulatory and legislative requirements into SMSF advice functions. Research, assess and apply best practice methodologies to the operation of an SMSF. Subject Content TopicTitle Topic 1Self managed superannuation fund history Topic 2Barriers to entry, suitability and setting up a fund Topic 3Managing investments Topic 4Contributions Topic 5SMSF reporting Topic 6Benefit payments Topic 7Taxation Topic 8Winding up a fund Topic 9SMSF trustee guidance Duration The duration of this subject is one study period (12 weeks). CPD Please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au. Assessment Assessment TypeAssessedWeighting Topic QuizzesWeek 4, 5, 7, 8, 910% AssignmentWeek 635% ExaminationWeek 1255% Click here for an assessment timetable. Prerequisites 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 Not applicable 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: there are no equivalences for this subject. Reading List Prescribed Text Negline, T, (2019), The Essential SMSF Guide 2019-2020, Thomson Reuters: Australia
This course is no longer accepting new student applications. Single subject enrolments will be open until Study Period 6 2022. Contact us for further details. This subject focuses on the concepts and theories of SMSF operations. Individuals study and evaluate complex financial retirement scenarios to identify best practice methods for guiding SMSF Trustees through the various stages of an SMSF. Individuals are given the opportunity to write a critical review and evaluation of an Australian Securities and Investments Commission report. The quizzes and final exam provide individuals an opportunity to apply their learnings via multiple choice questions, and case-study based short answer questions. For more information, please refer to the subject outline. Enrol nowEmail us
Learning Outcomes Subject Content Duration CPD Assessment Prerequisites Assumed knowledge Course transition subject equivalence Reading List Learning Outcomes On successful completion of this subject, individuals should be able to: Explain how the different SMSF-related occupations can contribute to the optimal operation of an SMSF. Integrate regulatory and legislative requirements into SMSF advice functions. Research, assess and apply best practice methodologies to the operation of an SMSF. Subject Content TopicTitle Topic 1Self managed superannuation fund history Topic 2Barriers to entry, suitability and setting up a fund Topic 3Managing investments Topic 4Contributions Topic 5SMSF reporting Topic 6Benefit payments Topic 7Taxation Topic 8Winding up a fund Topic 9SMSF trustee guidance Duration The duration of this subject is one study period (12 weeks). CPD Please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au. Assessment Assessment TypeAssessedWeighting Topic QuizzesWeek 4, 5, 7, 8, 910% AssignmentWeek 635% ExaminationWeek 1255% Click here for an assessment timetable. Prerequisites 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 Not applicable 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: there are no equivalences for this subject. Reading List Prescribed Text Negline, T, (2019), The Essential SMSF Guide 2019-2020, Thomson Reuters: Australia
