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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 Flexible self-study with optional face-to-face workshops
KAPLAN ADVANTAGE Written by the industry for the industry
INDUSTRY RECOGNITION Earn CPD points with the FPA or SMSF Association by completing the program
BALANCE Fit your study around work and life 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 >> Demonstrate an understanding of the superannuation industry in Australia in relation to retirement planning >> Outline the advantages and disadvantages of SMSFs >> Explain the importance of a trust deed and determine the most appropriate trustee structures for a fund >> Identify the trustees responsibilities >> Understand the implications of contributions in an SMSF >> Explain the investment restrictions imposed on the trustees of SMSFs >> Describe the taxation issues specific to SMSFs >> Outline the estate planning issues and requirements of SMSFs >> Explain the process of paying a pension from an SMSF >> Demonstrate an understanding of a Statement of Advice (SOA) by preparing a compliant document for a client >> Identify various strategy and financial planning opportunities that are available to trustees of SMSFs
Enrolment Date Start anytime. Entry Requirements Accountants who are Certified Practising Accountants (CPAs) or Chartered Accountants (CAs) can enrol in this course. Exemptions Exemptions may be granted on the basis of previous study and/or experience. Duration 12 weeks from activation date. Delivery Online: self-study access to a virtual classroom, or Blended: face-to-face workshops including access to a virtual classroom. Assessment One (1) assignment and one (1) multiple–choice exam.
CPD FPA: 32 CPD hours and Tax (TPB CPE) 32 hours SMSF Association: 55 points Category 3
Completion
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Fees For an updated schedule of fees, please visit our website.
A Statement of Attainment will be awarded on successful completion.
Kaplan is a renowned organisation that offers comprehensive 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
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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. © 2017 Kaplan Education Pty Limited ABN 54 089 002 371 trading as Kaplan Professional RTO 90116.
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