Learn, to lead.

Accountants SMSF Package

The Accountants SMSF Package is specifically designed for qualified

accountants who are currently working in, or about to commence work in the
financial planning services sector.

This course is designed to enable individuals to advise on self managed

superannuation funds (SMSFs) and meet the ASIC Tier 1 training requirements
for superannuation.

kaplanprofessional.edu.au

TAILORED TO YOUR NEEDS

KAPLAN ADVANTAGE Flexible self-study with optional
Written by the industry face-to-face workshops
for the industry

INDUSTRY RECOGNITION BALANCE

Earn CPD points with the Fit your study around
FPA or SMSF Association by work and life
completing the program commitments

PRACTICAL AND RELEVANT

LEARNING
Ensure you stand out from your
peers in the fastest growing sector
of the superannuation industry
Designed for qualified accountants wanting to provide advice in SMSFs. It enables
individuals to build on their existing skills and provide advice on SMSFs, while meeting the
ASIC Tier 1 RG 146 training requirements for superannuation.

LEARNING OUTCOMES
Enrolment Date
>> Demonstrate an understanding of the superannuation
Start anytime.
industry in Australia in relation to retirement planning
>> Outline the advantages and disadvantages of SMSFs Entry Requirements
>> Explain the importance of a trust deed and determine the Accountants who are Certified Practising Accountants
most appropriate trustee structures for a fund (CPAs) or Chartered Accountants (CAs) can enrol in this
>> Identify the trustees responsibilities course.
>> Understand the implications of contributions in an SMSF
Exemptions
>> Explain the investment restrictions imposed on the
Exemptions may be granted on the basis of previous study
trustees of SMSFs
and/or experience.
>> Describe the taxation issues specific to SMSFs
>> Outline the estate planning issues and requirements of Duration
SMSFs 12 weeks from activation date.
>> Explain the process of paying a pension from an SMSF
Delivery
>> Demonstrate an understanding of a Statement of Advice
Online: self-study access to a virtual classroom, or
(SOA) by preparing a compliant document for a client
Blended: face-to-face workshops including access to a
>> Identify various strategy and financial planning
virtual classroom.
opportunities that are available to trustees of SMSFs
Assessment
One (1) assignment and one (1) multiplechoice exam.
CPD
FPA: 32 CPD hours and Tax (TPB CPE) 32 hours Completion
SMSF Association: 55 points Category 3 A Statement of Attainment will be awarded on
successful completion.

Fees
Kaplan is a renowned organisation that offers comprehensive For an updated schedule of fees, please visit our website.
study compared to other providers. I found the online model
very efficient and easy to use, which provided me with
professional insight into several areas of my work life.
Michael Curnow

Correct at time of printing. Please refer

to our website for more information.
kp.edu.au/accountantsmsf

Contact us on 1300 662 203 or via email at mail@kaplan.edu.au or

alternatively speak to your Business Development Manager.
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