Kaplan’s Accountants’ SMSF Package is specifically designed for recognised* accountants who are currently working in, or about to commence work in, the financial planning services sector. It enables participants to build on their existing skills and provide advice on SMSFs while meeting the ASIC Tier 1 RG 146 training requirements for superannuation.

1. 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
KAPLAN ADVANTAGE
Written by the industry
for the industry
TAILORED TO YOUR NEEDS
Flexible self-study with optional
face-to-face workshops
PRACTICAL AND RELEVANT
LEARNING
Ensure you stand out from your
peers in the fastest growing sector
of the superannuation industry
BALANCE
Fit your study around
work and life
commitments
INDUSTRY RECOGNITION
Earn CPD points with the
FPA or SMSF Association by
completing the program

2. 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
CPD
FPA: 32 CPD hours and Tax (TPB CPE) 32 hours
SMSF Association: 55 points Category 3
001016
“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
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.
Completion
A Statement of Attainment will be awarded on
successful completion.
Fees
For an updated schedule of fees, please visit our website.
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.
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
ASICTier 1 RG 146 training requirements for superannuation.