SMSF Specialist

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 1

What is an SMSF?
Sole purpose test
Benefits of SMSFs
Establishing an SMSF
Trustee options and trust deeds
SMSF residency
Service providers
Provision of advice
Trustee responsibilities
Investment strategy 
Accepting contributions

Day 2

Loans to members
Borrowing rules
Limited recourse borrowing arrangements
In-house asset rules
Related parties
Collectables and personal use assets
Member accounts
Assessable income of SMSFs
Derivation of income and deductibility of expenses
Non-arm's length income
Deductions
Insurance

Day 3

Use 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
Beneficiaries
Estate planning
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 the same as above (must be done within two weeks, 2 hour and 10 minute time limit)

All attendees who successfully complete the course will receive a certificate of completion from the University of Adelaide.

CPD points are as follows.

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.

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 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