SMSF RG146 Compliant Course
Comprehensive training for practitioners.
Equips you for advice. Provides up to 34 CPD points/hrs.
Nationally-recognised SMSF course
This course offers comprehensive SMSF training reflective of the very latest legislation. It provides up to 34 CPD points/hrs. And with the course listed on ASIC’s training register, you'll achieve the specialist knowledge required to give SMSF advice.
The course consists of a workshop held over three consecutive days, 9am to 5pm, 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.
Dress code: business casual.
Day 1What is an SMSF?
Sole purpose test
Benefits of SMSFs
Establishing an SMSF
Trustee options and trust deeds
Provision of advice
Day 2Loans to members
Limited recourse borrowing arrangements
In-house asset rules
Collectables and personal use assets
Assessable income of SMSFs
Derivation of income and deductibility of expenses
Non-arm's length income
Day 3Use of reserves
Determining benefit entitlements
Conditions of release
Proportioning of benefits
Taxation of benefits
Commencing a pension
Taxation of pensions
Exempt current pension income
Segregation v non-segregation
Continuing pension liability on death
SMSFs and family law
SMSFs and bankruptcy
Winding up an SMSF
Simple online assessment process:
- Following the three day workshop you will be sent a link to an online exam
- You must sit the exam within two weeks of receiving the link
- The exam comprises 120 multiple choice questions which must be completed in a single sitting and within a time limit of 2 hours and ten minutes
- You can request up to three resits; the conditions for each resit are per the original exam
Provides 27 CPD hours for FASEA
This course is a ‘qualifying CPD activity’ and provides 27 CPD hours in the category of ‘Technical Competence’.
Each year you must earn 40 CPD hours from ‘qualifying CPD activity’, 28 of which must be approved by your licensee, with the remaining 12 hours not requiring approval. Furthermore, the activity must spread across FASEA’s CPD categories, with minimum hours applicable in each category.
CPD accreditation for other bodies
|SMSF Association||34 CPD points|
|Financial Planning Association||27 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 one hour of training with one CPD point or one CPE hour.
Certificate of completion
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 satisfy ASIC’s requirements to give SMSF advice provided you are already RG146 compliant in superannuation and you’re licensed to provide that advice.
$1,665 (incl. GST) for three day workshop and exam
Early bird discount
- 10% discount available
- Valid until two weeks prior to course commencement
- When registering online enter promotional code earlyspecial