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
(minimum)
Attend
seminar
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
5Pensions3.51.5
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

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.


Register

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 18 - 19 July 2019 9:00am - 6:00pm

We can also facilitate workshops in other locations for 20+ attendees. Please contact dba@dbanetwork.com.au 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
10 +$1,250$1,000$275


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