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Home > Subjects > FPE016 – Self Managed Superannuation Funds
This subject is designed to provide students with detailed knowledge of the regulation, establishment, operation and management of an SMSF.
This subject has been discontinued.
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No new enrolments after SP6 2022. Individuals seeking to enrol in SMSF studies should refer to FPE020 SMSF Regulations and Taxation.
This subject focuses on the regulation, establishment, operation and management of a Self Managed Superannuation Fund (SMSF). The subject covers issues related to taxation, estate planning, the steps involved in setting up a pension from an SMSF and the different strategies available for specific client situations.
Students will follow a fictitious case study through the assessment, so that they may apply their understanding of the above concepts for specific client situations.
For more information, please refer to the subject outline.
On successful completion of this subject, individuals should be able to:
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.
The duration of this subject is one study period (12 weeks).
There is no prescribed text for this subject.
Individuals are provided with key readings and access to Kaplan’s online databases. Individuals are encouraged to research and read widely on the topic.
Click here for an assessment timetable.
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.
Whilst there are no prerequisites for this subject, Kaplan assumes that students have completed FPC001B Economic and Legal Context for Financial Planning, FPC002B Ethics and Professionalism in Financial Advice, FPC003 Superannuation and Retirement Advice, FPC004 Insurance Advice, FPC005 Estate and Succession Planning, FPC006 Tax and Commercial Law for Financial Planning, FPC007B Client Engagement Skills, FPC008 Investment Advice, FPC009 Complex Financial Planning, or understand the content covered in those subjects, prior to undertaking FPE016 Self Managed Superannuation Funds.
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: