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 SMSF Core Course
 




SMSF Core Course

Presenters

Daniel Butler
Director
DBA Lawyers

Bryce Figot
Special Counsel
DBA Lawyers



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. 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
(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.


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.

 


Pricing

SMSF Core Course
Price single units Price 10 units
$275.00$1,200.00

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.



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