|SMSF Online Updates|
|Fri 11 Oct 2019|
|Fri 7 Feb 2020|
|Fri 3 Apr 2020|
|Fri 5 Jun 2020|
|Fri 24 Jul 2020|
|Fri 4 Sep 2020|
|SMSF Strategy Seminars|
|Perth - Fri 8 November 2019|
|Canberra - Tue 12 November 2019|
|Sydney - Wed 13 November 2019|
|Brisbane - Thu 14 November 2019|
|Melbourne - Fri 15 November 2019|
|Launceston - Wed 11 March 2020|
|Newcastle - Tue 17 March 2020|
|Adelaide - Thu 7 May 2020|
|SMSF Core Course|
SMSF Core Course
2 day workshop OR 10 x 1½ hour online training plus technical material
The SMSF Core Course is designed for all SMSF advisers who want to fast track their learning to become SMSF experts. Suitable for both advisers with limited SMSF exposure and experienced advisers seeking to refresh and upgrade their skills.
Advisers obtain a detailed understanding of the SMSF rules and greatly increase their knowledge of the key SMSF strategies, legislation, court and tribunal cases and ATO materials (including ATO rulings, determinations, taxpayer alerts, etc). This knowledge is applied to practical case studies.
The course is taught via 10 x 1½ hour online units or a 2 day workshop. Each unit covers a core topic (see below) and includes relevant technical material with practical case studies. There is a recommended minimum pre-reading time per unit to ensure attendees maximise their learning outcome and have an understanding of the background material. This pre-reading allows the presenters to focus on the key material, strategies and case studies. On successful completion of this course, a CPD certificate is issued.
|Unit||SMSF Core Course||Pre-reading
|1||SMSF fundamentals and regulation||3.5||1.5|
|2||Making and maintaining investments||3.5||1.5|
|3||Contributions and excess contributions tax||3.5||1.5|
|4||Lump sums and accessing benefits||3.5||1.5|
|6||Taxation of SMSFs||3.5||1.5|
|7||Members' estate and SMSF succession planning||3.5||1.5|
|8||Binding death benefit nominations||3.5||1.5|
|9||SMSFs investing via unit trusts, companies and other structures||3.5||1.5|
|10||Limited recourse borrowing arrangements||3.5||1.5|
|Total CPD time (hrs)||35.0||15.0|
DBA Network firmly believes that its SMSF Core Course positions advisers with the background skills and technical knowledge to become an SMSF Specialist Advisor™.
The SMSF Association is the peak professional body representing SMSF professionals and the SMSF sector in Australia. The SMSF Association has developed an accreditation program to ensure professional standards are achieved and maintained by advisers specialising in the provision of services to the SMSF sector.
The SMSF Association has developed the accreditation program that offers advisers an independent certification of their competence, independence, experience and knowledge. Through accreditation, Specialist Members can promote their SMSF specialisation in the marketplace via the SMSF Specialist Advisor™ (SSA™) brand.
Attendees who complete the full DBA Network SMSF Core Course (ie, all 10 online units or if they enrol for the two day SMSF Core Course workshop) are entitled to:
- A discount of $250 off the usual cost of the SMSF Core Course registration fee if they enrol in the SMSF Association’s SMSF Specialist Advisor (SSA) Express or Pathway Program to become a SSA™. Click here for further details on the SSA Express and Pathway Programs. Certain terms and conditions apply such as enrolment must be within 6 months of completing DBA Network’s SMSF Core Course; and
- The SMSF Association provides a discount off its usual price of the SSA Express and Pathway Programs for attendees who enrol in DBA Network’s SMSF Core Course.
Streamlined supplemental units are available via the Integrity Education Group (an independent registered training organisation) on successful completion for those wanting ASIC compliant RG146 SMSF specialisation accreditation at a significantly reduced price. This is a great pathway for those seeking RG146 recognition.
An extra cost is payable to the Integrity Education Group and attendees who satisfactorily complete the SMSF Core Course are entitled to a discounted price.
For a brief overview on what the course involves and whether to register for online or the workshop, click here.
SMSF Core Course - Online
You can register for single or for all 10 online units.
Registration includes extensive written materials, case studies and online recording.
SMSF Core Course
Registration includes extensive written materials, case studies and the two day workshop.
Vibe Savoy Hotel
Thursday and Friday 16-17 July 2020 9:00am - 6:00pm
We can also facilitate workshops in other locations for 20+ attendees. Please contact firstname.lastname@example.org if interested.
Pricing per attendee
|No||Price 2 day workshop||Price x 10 units||Price single units|
|1 - 4||$1,450||$1,200||$275|
|5 - 9||$1,350||$1,100||$275|