SMSF Specialist Course

For SMSF proficiency + 46 CPD points

Course overview

Designed to enhance your proficiency in self-managed super. Ideal for:

  • Advisers/accountants wanting to extend into SMSF advice
  • Existing SMSF advisers wanting CPD points and a skills refresher
  • Support staff servicing SMSFs

This is one of the most highly respected courses of its type, developed in association with the University of Adelaide.

Strengthen your grasp of the new super rules

The Government's super reform package launching 1 July, together with the 2017 federal budget measures, represent the biggest changes to the SMSF sector in many years. This course will provide you with a solid grasp of the new rules and the steps that need to be taken with clients.

Length

Three consecutive days, 9am to 5pm.

Format

Classroom style workshop.

Course material

Comprehensive workbook and copy of the slide presentation - no need to bring a laptop.

Attire

Business casual.

Assessment

Assessment is optional with a choice of exams:

  • Adelaide University online exam
  • SMSF Association SMSF Specialist Advisor (SSA) exam
    This option is for AMP-aligned advisers who are (or are willing to become) a member of the SMSF Association. Those sitting this exam may also choose to sit the Adelaide Uni exam as practice.

Becoming licenced to provide SMSF advice

Successful course completion satisfies RG146 SMSF Specialist Knowledge requirements. Provided you are also RG146 compliant in superannuation, you will have met the necessary educational requirements to be licenced to provide SMSF advice.

Certificate from the University of Adelaide

All attendees receive a certificate of completion from the University of Adelaide (International Centre for Financial Studies).

Option 1

Attendance only

  • Ideal for those seeking SMSF proficiency and not licensing
  • $1,500 (incl. GST)

Option 2

Attendance plus University of Adelaide exam

  • Provides the foundation to become licenced to give SMSF advice
  • Satisfies RG146 SMSF Specialist Knowledge requirements
  • $1,665 (incl. GST) for course attendance and exam

Option 3 - for AMP-aligned advisers only

Attendance plus the SMSF Association’s SMSF Specialist Advisor (SSA) exam

  • Provides SSA accreditation from the SMSF Association
  • Also satisfies RG146 SMSF Specialist Knowledge requirements
  • As a pre-requisite you must be an associate member of the SMSF Association - sign-up for membership then register for SSA accreditation
  • $2,210 (incl. GST) for course attendance and exam

Option 4 - for AMP-aligned advisers only

Attendance plus both exams

  • Suited to those eligible for Option 3 and wanting to maximise their qualifications
  • The University of Adelaide exam is good practice for the SSA exam
  • $2,375 (incl. GST) for course attendance and exams

SMSF Association

  • 46 CPD points for attendance and assessment
  • 30 CPD points for attendance only

Financial Planning Association

  • 24 CPD points

Tax Practitioners Board

  • 24 CPE points
Upcoming course dates
Sydney18 Jul - 20 JulRegister
Melbourne25 Jul - 27 JulRegister
Sydney03 Oct - 05 OctRegister
Brisbane10 Oct - 12 OctRegister
Melbourne17 Oct - 19 OctRegister
Perth24 Oct - 26 OctRegister
Adelaide31 Oct - 02 NovRegister