SMSF Specialist

Comprehensive training + CPD points + accreditation

Run by some of Australia's leading experts, this course offers comprehensive SMSF training reflective of the very latest superannuation legislation, together with 38 CPD points. Successful course completion confers RG146 compliance in SMSFs.

Join the many hundreds who’ve completed this programme – whatever your particular needs.

Strengthen your SMSF knowledge — learn the latest rules & strategies

Earn a full 38 points, significantly helping your annual CPD requirements

Needing accreditation? This course confers RG146 compliance in SMSFs

Learn from some of Australia's most sought-after SMSF educators and experts

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 attempt the exam within two weeks of receiving the link
The exam comprises 120 multiple choice question which must be completed within a time limit of 2 hours and ten minutes
You can resit up to three times

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.

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

SMSF Association	38 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 one hour of training with one CPD point or one CPE hour.

$1,665 (incl. GST) for three day workshop and exam