Kaplan Professional - SMSF Association

The register below lists a range of SMSF events and education that are SMSF Association CPD accredited, please refer to the SMSF Association’s CPD Policy for more information.

2023 events

Event Date	Course Name	SMSF Association CPD hours	Legislated CPD
January 2023	What is a covered call strategy?	1	1
January 2023	S&P Master Class global and domestic trends shaping indexing and ETF investing	0.5	0.5
January 2023	Industrial micro-cap stocks	1	1
January 2023	Private equity risk factors	1	1
January 2023	Breach reporting	1.5	1.5
January 2023	Estate planning as part of a business offering	1.5	1.5
February 2023	Commodities investing	1	1
February 2023	What is SPIVA?	0.5	0.5
February 2023	Technology: The heart of efficient advice	1.5	1.5
February 2023	Is the client a tax resident of Australia?	1	1
February 2023	Insurance: Alternatives to cancellation	1	1
February 2023	February 2023Social security changes January 2023	0.5	0.5
March 2023	Pro Bono	0.5	0.5
March 2023	Thematic investing	0.5	0.5
March 2023	INFO Sheet 274: Updated SMSF guidance	1	1
March 2023	Managing managed accounts	1	1
March 2023	Insurance: Field underwriting tips	0.75	0.75
March 2023	ETF landscape: Part 1	0.5	0.5
April 2023	ETF landscape: Part 2	1.5	1.5
April 2023	Property investment: Lessons and caveats for clients	1	1
April 2023	Credit analysis of corporate bonds	1	1
April 2023	Cross Rates: They can make people very angry	1	1
May 2023	Fixed rate debt cilff	1.25	1.25
May 2023	ASX 2023: Equity options fundamentals	1	1
May 2023	Foreign exchange forward markets	1	1
May 2023	Anniversary milestone: 30 years of ETFs	0.75	0.75
May 2023	ASX 2023: Increasing client awareness of Greenwashing	1	1
May 2023	Retirement Villages - Lifestyle and Longevity choices	1	1
May 2023	Independent Living in Retirement	1	1
May 2023	Superannuation death benefit nomination fundamentals	0.5	0.5
May 2023	Trusts and other ownership structures	1.5	1.5
May 2023	Demystifying ETFs	1	1
June 2023	Ageing workforce and superannuation rules	0.5	0.5
June 2023	Stapled super funds	1	1
June 2023	ETF 101: The fundamentals
June 2023	CGT Small Business Concessions: Part 1	1.5	1.5
June 2023	Notional estate claim hurdles	1	1
June 2023	Indexing the retail investor	1	1
June 2023	ASX Financial Adviser Day 2023: Liquid fixed income: the evolving role of fixed income ETFs	1	1
June 2023	CGT Small Business Concessions: Part 2	1.5	1.5
June 2023	Retire with confidence	1	1
July 2023	Mapping a clients taxation journey	1.25	1.25
July 2023	Golden opportunities: Part 1	0.25	0.25
July 2023	ASX Financial Adviser Day 2023: Responding to changes in retail investor behaviour	1	1
July 2023	Lost trust deed implications	1	1
July 2023	UK pension transfer considerations in relationship breakdowns	1	1
August 2023	Investing in retail stocks	1	1
August 2023	Code of Ethics - Part three: Quality process	1	1
August 2023	Insurance: Claims advocacy	1.5	1.5
August 2023	Navigating BDBNs and incapacity	1	1
August 2023	Navigating BDBNs and incapacity	1	1
August 2023	S&P Masterclass: Global and Australian passive investing trends to watch	1	1
September 2023	S&P Masterclass: Persistence in challenging times	0.25	0.25
September 2023	Coed of Ethics - Part four: Professional commitment	1	1
September 2023	The power of personal connection	0.5	0.5
September 2023	S&P Masterclass: Evidence-based portfolio construction in challenging markets	1	1
September 2023	Managed futures in a diversified portfolio	1	1
September 2023	Borrowing using an SMSF	1	1
October	S&P Masterclass: Personalising investment principles	0.5	0.5
October	S&P Masterclass: Sustainability investment solutions showcase	1	1
October	Design and distribution obligations: Considerable room for improvement	1.5	1.5
October	S&P Masterclass Part 1: Best practice for index-based solutions	1	1
October	S&P Masterclass Part 2: Best practice for index-based solutions	1	1
October	Self-licensing: A guide for financial advisers	1	1
October	Gearing strategies during periods with high interest rates	1	1
November	S&P Masterclass Part 1: Maximising income for retirement planning	1	1
November	S&P Masterclass Part 2: Maximising income for retirement planning	1	1
November	Navigating insurance and longevity risk	0.25	0.25
December	Covered calls	0.25	0.25
December	Regulating OTC derivative products in the age of social media	1	1
December	Barriers to ethical decision making	2	2