Events

SMSF Specialist Advisor (SSA) Designation Examination

SMSF Specialist Advisors that cancel their membership may regain their SSA designation if they rejoin as an Associate within 3 years of ceasing their membership and complete the SSA Designation Exam.

1 CPD Hour

Get Tickets A$500.00

SMSF Specialist Auditor (SSAud) Designation Examination

SMSF Specialist Auditors that cancel their membership may regain their SSAud designation if they rejoin as an Associate within 3 years of ceasing their membership and complete the SSAud Designation Exam.

1 CPD Hour

Get Tickets A$500.00

SMSF Specialist Auditor Program

OVERVIEW The SMSF Specialist Auditor (SSAud®) program meets part of the compliance requirements to become a Registered SMSF Auditor. You will examine the requirements of the Australian Auditing Standards and how they should be applied in an SMSF audit. In addition, the practical relationship between the Superannuation Industry (Supervision) Act 1993 (SIS Act) compliance audit […]

42 CPD Hours

Get Tickets A$1,980.00

SMSF Specialist Advisor Program

The SMSF Association SMSF Specialist Advisor™ accreditation is recognised industry-wide as a comprehensive and challenging assessment of an individual’s ability as an SMSF advisor. OVERVIEW The purpose of the SSA accreditation is to qualify individuals who apply a broad and coherent knowledge in a range of contexts to undertake professional work and as a pathway […]

47 CPD Hours

Get Tickets A$1,980.00

SMSF Advice – SMSF Regulatory Framework

The key to specialising in self-managed superannuation funds (SMSFs) is to understand how legislation interacts and how the various regulators of the superannuation industry interpret the law. While there are many pieces of Commonwealth and state legislation that are relevant to superannuation, two Acts and their associated Regulations, are critical to the ongoing management and […]

5 CPD Hours

Get Tickets A$220.00 - A$275.00

SMSF Advice – Establishing an SMSF

This module looks at the steps to establish a self-managed superannuation fund (SMSF) as a regulated superannuation fund in order to become a complying superannuation fund entitled to tax concessions. The module identifies the trustee covenants that all trustees must abide by and are deemed to be incorporated into the governing rules of the fund […]

5 CPD Hours

Get Tickets A$220.00 - A$275.00

SMSF Advice – Contribution Standards

Contributions require a thorough understanding of the Superannuation Industry (Supervision) Regulations 1994 (Cth) (SIS Regulations), and the Income Tax Assessment Act 1997 (Cth) (ITAA 97) and Income Tax Assessment Regulations 1997 as they provide the rules on making and accepting contributions, and determine the taxation treatment, designation and deductibility. This module provides an outline of […]

5 CPD Hours

Get Tickets A$220.00 - A$275.00

SMSF Advice – Investing in an SMSF

Self-managed superannuation fund (SMSF) trustees have ultimate control over the investments of the fund, so long as all investments are made in conjunction with the fund’s investment strategy, the sole purpose test and within the investment restrictions outlined in the Superannuation Industry (Supervision) Act 1993 (Cth) (SIS Act) and Superannuation Industry (Supervision) Regulations 1994 (Cth) […]

5 CPD Hours

Get Tickets A$220.00 - A$275.00