SMSF Core Course

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.

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 a limited SMSF (Australian Financial Services) licence leading up to the mid 2016 transition period and beyond.

The cost of this additional training is $600 and is payable to the Integrity Education Group. Usual RRP is $1,500.

Unit SMSF Core Course Pre-reading
1SMSF fundamentals and regulation3.51.5
2Making and maintaining investments3.51.5
3Contributions and excess contributions tax3.51.5
4Lump sums and accessing benefits3.51.5
6Taxation of SMSFs3.51.5
7Members' estate and SMSF succession planning3.51.5
8Binding death benefit nominations3.51.5
9SMSFs investing via unit trusts, companies and other structures3.51.5
10Limited recourse borrowing arrangements3.51.5
Total CPD time (hrs)35.015.0

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.

Melbourne Workshop

Vibe Savoy Hotel
630 Little Collins Street
Melbourne VIC 3000

Thursday and Friday 19 - 20 July 2018 9:00am - 6:00pm

We can also facilitate workshops in other locations for 20+ attendees. Please contact if interested.

Pricing per attendee

No Price 2 day workshop Price x 10 units Price single units
1 - 4$1,450$1,200$240
5 - 9$1,350$1,100$240
10 +$1,250$1,000$240