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
|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.
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|
|Price single units||Price 10 units|
Feedback in relation to our training is usually excellent and the presenters include some of Australia's leading SMSF lawyers.
For presenter details, click here.