This course offers comprehensive SMSF training reflective of the very latest legislation. It provides up to 24 CPD points/hrs. And with the course listed on ASIC’s training register, you’ll achieve the specialist knowledge required to give SMSF advice.
Due to the situation with COVID-19 we've made the decision to change the delivery method for some of our SMSF Specialist Course from face to face to a series of interactive webinars.
Giving you the option to learn in-person or online.
This course offers comprehensive SMSF training reflective of the very latest legislation. It provides up to 24 CPD points/hrs. And with the course listed on ASIC’s training register, you'll achieve the specialist knowledge required to give SMSF advice.
Since mid-2020, we’ve made the decision to add a delivery method for select dates from face to face to a series of virtual workshops.
The series will be held over two consecutive weeks on Tuesdays, Wednesdays, and Thursdays from 10 am to 2 pm AEDT, followed by an online exam.
Please view available session dates for more information.
As part of the workshop, a comprehensive electronic workbook and e-copy of the slide presentation will be provided.
Requirements for virtual workshops:
The course consists of a workshop held over three consecutive days, 9 am to 5 pm, followed by an online exam.
As part of the workshop, a comprehensive workbook and copy of the slide presentation is provided. There is no requirement to bring a laptop.
The workshop is fully catered with all food and refreshments.
Please view available session dates for more information.
Dress code: business casual.
Simple online assessment process:
This course is a ‘qualifying CPD activity’ and provides 24 CPD hours across the following categories:
Note: Under the standard, FASEA requires advisers to complete 40 hours of CPD each year of which 70% needs to be approved by your licensee. Furthermore, the activity must spread across FASEA’s CPD categories, with minimum hours applicable in each category.
| SMSF Association | 23 CPD points |
| Financial Planning Association | 24 CPD points |
| Institute of Public Accountants | 24 CPE hours* |
| Chartered Accountants Australia & New Zealand | 24 CPE points* |
| Tax Practitioners Board | 24 CPE hours* |
*You should use your own professional judgement and assess whether our programme provides professionally relevant training and the appropriate number of CPD points or CPE hours. The above allocation assumes professionally relevant training and equates to one hour of training with one CPD point or one CPE hour.
All attendees who successfully complete the course will receive a certificate of completion from the University of Adelaide.
This is an industry-recognised course listed on ASIC’s Training Register.
By successfully completing this course you will satisfy ASIC’s RG146 SMSF specialist knowledge requirements. You will also need to satisfy FASEA competency requirements to give SMSF advice and you’re licensed to provide that advice.
$1,665 (incl. GST) for workshop and exam
$1,498.50 (incl. GST) for workshop and exam
Date
Week 1: Tues 7 Sep - Thurs 9 Sep
Week 2: Tues 14 Sep - Thurs 16 Sep
Time
10am - 2pm AEST
Early bird ends Monday 23 August - only $1,498.50 save 10%. Use promotional code earlyspecial.
Date
Week 1: Tues 30 Nov - Thurs 2 Dec
Week 2: Tues 7 Dec - Thurs 9 Dec
Time
10am - 2pm AEDT
Early bird ends Monday 15 November - only $1,498.50 save 10%. Use promotional code earlyspecial.
Upon completion, you will satisfy ASIC's RG146 SMSF specialist knowledge requirements. Combined with FASEA competency requirements, you're licenced to provide that advice.
