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This module considers the features of a member account and how a member can access their money. It also discusses how money can be taken either as a superannuation lump […]
5 CPD Hours
This module provides the final overlay of taxation on benefit payments. Having identified the components of a member’s interest, the proportioning that applies to benefit payments and the types of […]
5 CPD Hours
This module provides the relevant references to paying benefits from a self-managed superannuation fund (SMSF) in the event of the death of a member. It revisits the trustee requirements on […]
5 CPD Hours
Express SMSF Specialist Advisor Accreditation Pathway for holders of the CFP® designation. The purpose of the SSA accreditation is to qualify individuals who apply a broad and coherent knowledge in […]
2 CPD Hours
The FPE016 SSA Bridging Exam is for those individuals that have previously completed the Kaplan Professional FPE016 Self-Managed Superannuation Funds course.
2 CPD Hours
Our latest EOFY webinar is packed with practical strategies, tips, and traps to help you navigate the contribution rules with confidence. Whether it’s timing, eligibility, or maximising opportunities, this update […]
1 CPD Hour
