Accredited Education

The SMSF CPD activities listed on the SMSF Association National Training Register below are SMSF Association CPD Accredited. These activities, developed by the industry for the industry have all been assessed against the Association’s professional training standards that set the benchmark in the SMSF sector.

This register is a record of activities which have been accredited by the Association and may be claimed as accredited CPD. Please refer to the SMSF Association’s  CPD Policy for more information.

SMSF Association CPD Accreditation provides those delivering SMSF CPD with industry recognition and a range of benefits designed to help develop and promote quality CPD activities like webinars, workshops, seminars, conferences, online training and more.

Apply now to have your CPD activities assessed by the SMSF Association and reap the benefits of the Association’s independent validation, credibility and differentiation.

SMSF Association CPD Accredited Training Programs Brochure

For more information please contacts the SMSF Association’s E-Learning Specialist, Clair Bland on (02) 8311 4183 or email [email protected].

ProviderName of courseCPD PointsDate
Accurium SMSF Webinar series 1
AccuriumWebinar: Commuting defined benefit pensions119-Sep-17
AccuriumWebinar: ECPI and Segregation1Oct-17
AccuriumWebinar - SMSF Cash Flow Strategy - Maximise the SMSF balance1Nov-17
AccuriumWebinar - Aged Care advice opportunities1
AccuriumSeries 1/12TBAMar-18
AccuriumSMSF retirement insights1Mar-18
AccuriumWebinar1
AccuriumTechnical Update: TBAR and disregard small fund assets1Nov-18
AccuriumAdvanced segretation strategies in an SMSF1Feb-19
AccuriumAgenda - What does the budget mean to you?1Mar-19
AccuriumStrategies to maximise ECPI1Mar-19
BDO AustraliaBDO 2018 Webinar series 1/61.5Feb-18
BDO AustraliaBDO 2018 Webinar series 2/6 - Super Update - The Challenges continue1.5Apr-18
BDO AustraliaBDO - Webinar - Super Update - The Challenges continue1.5
BDO AustraliaWebinar - Super Update1.5Mar-18
BDO AustraliaNovember Super Update1.5Nov-18
BDO Australia February 2019 Update1.5Feb-19
Benchmark MediaBenchmark Media - Super Concepts - SMSF Professionals Day 20185.5Jul-18
Class Pty Ltd Class. CUP. Connect Conference 201726-28 July 2017
Sydney
Class Pty LtdWebinar - Event Based Report & TBAR0.5Feb-19
Cooper Grace WardSMSF Training & Advisor Training Day8.7515-Mar-18
DBA NetworkSMSF Strategy Seminar1.5Jun-18
DBA NetworkSMSF Online Update1.5Nov-18
DBA NetworkSMSF Online Update1.5Nov-18
DBA NetworkSMSF Online Update1.5Nov-18
DBA NetworkSMSF Strategy Seminar - March 20193Mar-19
Heffron Consulting2018 Quarterly technical update webinar 2.75Feb-18
Heffron ConsultingMasterclass - Handling the unexpected 3Mar-19
Heffron Consulting2019 Quarterly technical update webinar VariesMar-19
Kaplan ProfessionalsSelf Managed Superannuation Funds programVarious
Kaplan ProfessionalsAdvanced Self-Managed Superannuation FundsVarious
Kaplan ProfessionalsAccountant SMSF PackageVarious
Kaplan ProfessionalsAdvanced SMSF WorkshopVarious
Kaplan ProfessionalsUnderstanding the transitional CGT relief rules1.25Jun-17
Kaplan ProfessionalsOntrack Articles - News in review1Jan-18
Kaplan ProfessionalsThe next generation of work: how the gig economy affects Millennials' superannuation1.25Jan-18
Kaplan ProfessionalsBuilding an ethical corporate culture1Jan-18
Kaplan ProfessionalsFintech: friend or foe for financial advisers?1.25Jan-18
Kaplan ProfessionalsEnhancing Australia's superannuation system: a vision for a sustainable future0.75Jan-18
Kaplan ProfessionalsNews in review1Feb-18
Kaplan ProfessionalsMillennials' investment philosophies in superannuation1.25Feb-18
Kaplan ProfessionalsTransfer balance cap vs transfer balance amount vs total superannuation
balance
1Feb-18
Kaplan ProfessionalsRevisiting the transitional CGT relief rules1.25Mar-18
Kaplan ProfessionalsAPRA reveals vision for private health insurance0.75Mar-18
Kaplan ProfessionalsSpotlight on culture: conduct in 20181Mar-18
Kaplan ProfessionalsNews in review1Mar-18
Kaplan ProfessionalsWhy codes of practice must move with the times0.75Apr-18
Kaplan ProfessionalsAlternative retirement solutions to annuities0.75Apr-18
Kaplan ProfessionalsWill SMSFs benefit from the new downsizing rules1.25Apr-18
Kaplan ProfessionalsUsing investment bonds to complement superannuation1.25Apr-18
Kaplan ProfessionalsStrategies to reduce risks to SMSFS if a client is living with dementia1May-18
Kaplan ProfessionalsSalary sacrifice: fringe benefits, exempt benefits and superannuation0.75May-18
Kaplan ProfessionalsInquiry pushes for more reforms in superannuation life insurance1May-18
Kaplan ProfessionalsAustralia 'world lending' in ETMFs1May-18
Kaplan ProfessionalsAustralia 'world lending' in ETMFs1May-18
Kaplan ProfessionalsEthical behaviour foundations1May-18
Kaplan ProfessionalsCSI Applications of deposit products in SMSFs1.5May-18
Kaplan ProfessionalsNews in review0.75Jun-18
Kaplan ProfessionalsMonthly recap of global and domestic news0.75Jun-18
Kaplan ProfessionalsEthical considerations when investing in technology1Jun-18
Kaplan ProfessionalsWhen retirement policies need global overhaul1Jun-18
Kaplan ProfessionalsEthics and professionalism: how to lead to a culture of acting in the client's best
interest?
1.25Jun-18
Kaplan ProfessionalsUpping the volume on whistleblower protections1.25Jul-18
Kaplan ProfessionalsASIC on building trust while managing conflicts of interest1Jul-18
Kaplan ProfessionalsMaking life insurance through superannuation better for under-25s1.25Jul-18
Kaplan ProfessionalThe next generation of work: how the gig economy
affects Millennials' superannuation
1.25Jan-18
Kaplan ProfessionalBuilding an ethical corporate culture1Jan-18
Kaplan ProfessionalFintech: friend or foe for financial advisers?1.25Jan-18
Kaplan ProfessionalNews in review1Jan-18
Kaplan ProfessionalEnhancing Australia's superannuation system: a vision
for a sustainable future
0.75Jan-18
Kaplan ProfessionalNews in review1Feb-18
Kaplan ProfessionalMillennials' investment philosophies in superannuation1.25Feb-18
Kaplan ProfessionalTransfer balance cap vs transfer balance amount vs
total superannuation balance
1Feb-18
Kaplan ProfessionalRevisiting the transitional CGT relief rules1.25Mar-18
Kaplan ProfessionalAPRA reveals vision for private health insurance0.75Mar-18
Kaplan ProfessionalSpotlight on culture: conduct in 20181Mar-18
Kaplan ProfessionalNews in review1Mar-18
Kaplan ProfessionalWhy codes of practice must move with the times0.75Apr-18
Kaplan ProfessionalAlternative retirement solutions to annuities0.75Apr-18
Kaplan ProfessionalWill SMSFs benefit from the new downsizing rules1.25Apr-18
Kaplan ProfessionalUsing investment bonds to complement
superannuation
1.25Apr-18
Kaplan ProfessionalStrategies to reduce risks to SMSFS if a client is living
with dementia
1May-18
Kaplan ProfessionalSalary sacrifice: fringe benefits, exempt benefits and
superannuation
0.75May-18
Kaplan ProfessionalInquiry pushes for more reforms in superannuation life
insurance
1May-18
Kaplan ProfessionalAustralia 'world lending' in ETMFs1May-18
Kaplan ProfessionalEthical behaviour foundations1May-18
Kaplan ProfessionalCSI Applications of deposit products in SMSFs1.5May-18
Kaplan ProfessionalNews in review0.75Jun-18
Kaplan ProfessionalMonthly recap of global and domestic news0.75Jun-18
Kaplan ProfessionalEthical considerations when investing in technology1Jun-18
Kaplan ProfessionalWhen retirement policies need global overhaul1Jun-18
Kaplan ProfessionalEthics and professionalism: how to lead to a culture of
acting in the client's best interest?
1.25Jun-18
Kaplan ProfessionalUpping the volume on whistleblower protections1.25Jul-18
Kaplan ProfessionalASIC on building trust while managing conflicts of
interest
1Jul-18
Kaplan ProfessionalMaking life insurance through superannuation better
for under-25s
1.25Jul-18
Kaplan ProfessionalASIC tips to improve SMSF advice0.75Aug-18
Kaplan ProfessionalBeefing up retirement income1.25Aug-18
Kaplan ProfessionalCompany culture: what can go wrong?1.5Aug-18
Kaplan ProfessionalMonthly recap of global and domestic news0.75Aug-18
Kaplan ProfessionalNews in review0.75Aug-18
Kaplan ProfessionalSuperannuation and Indigenous peoples1.25Aug-18
Kaplan ProfessionalThe establishment of a new complaints scheme and relevant
changes
1.25Aug-18
Kaplan ProfessionalMonthly recap of global and domestic news0.75Sep-18
Kaplan ProfessionalNews in review0.75Sep-18
Kaplan ProfessionalTrust and trustworthiness in professional ethics1.5Sep-18
Kaplan ProfessionalCommon SMSF trustee stumbling blocks1.25Oct-18
Kaplan ProfessionalEthical competence and community expectations1Oct-18
Kaplan ProfessionalMonthly recap of global domestic news0.75Oct-18
Kaplan ProfessionalNews in review0.75Oct-18
Kaplan ProfessionalTake care when promoting the benefits of SMSF’s0.5Nov-18
Kaplan ProfessionalMonthly recap of global and domestic news0.75Nov-18
Kaplan ProfessionalNews in review0.75Nov-18
Kaplan ProfessionalCountering threats to retiree income0.5Dec-18
Kaplan ProfessionalEstate Planning for the forced removal of superannuation
benefits
1.25Dec-18
Kaplan ProfessionalMonthly recap of global and domestic news1.5Dec-18
Kaplan ProfessionalNews in review0.75Dec-18
Kaplan ProfessionalTen tips for dealing with “downsizer” contributions0.75Dec-18
Kaplan ProfessionalFebruary 2019
News in review
Millennials' investment philosophies in superannuation
Transfer balance cap vs transfer balance amount vs total superannuation balance
VariesFeb-19
Knowledge ShopStructuring Property in a SMSF Webinar2.25
Knowledge ShopSMSF Tax and Administration 20168.75Various
Knowledge ShopSuper & SMSF Fundamentals and Contributions Webinar Series1.25
Knowledge ShopSMSF Strategy & Tactics Workshop7Jun-17
Knowledge ShopSMSF Year End Planning Essentials Webinar1.25
Knowledge ShopSuper 101 Webinar Series1.25Jun-17
Knowledge ShopSMSF Audit and Compliance Workshop 20177.05Nov-17
Knowledge ShopRelated Parties and Inhouse assets webinar1.25
Knowledge ShopSMSF 2018 Workshop PerthTBA16-Mar-18
Knowledge ShopSMSF 2018 Workshop BrisbaneTBA21-Mar-18
Knowledge ShopSMSF 2018 Workshop SydneyTBA26-Mar-18
Knowledge ShopSMSF 2018 Workshop MelbourneTBA28-Mar-18
Knowledge ShopSMSF 2018 Tax & Accounting Workshop Sydney TBA28-Feb-18
Knowledge ShopSMSF 2018 Tax & Accounting Workshop Melbourne TBA6-Mar-18
Knowledge ShopSMSF 2018 Tax & Accounting Workshop Brisbane TBA9-Mar-18
Knowledge ShopSMSF Audit: The Grey Areas1.25 
Knowledge ShopSMSF Year End Planning Essentials1.25 
Knowledge ShopAuditing SMSFs with Property webinar1.25 
Knowledge ShopSMSF Strategy & Tactics Workshop7.5Brisbane: Friday 18 May, Hilton Brisbane

Sydney: Friday 25  May , Radisson Blu Sydney

Melbourne: Tuesday 29  May, Mercure Melbourne Treasury Gardens 

Perth: Thursday 31  May , Duxton Hotel, Perth
Knowledge ShopSMSF Event Based Reporting webinar1.25
Knowledge ShopSMSF 101 Workshop6.918 June 2018 - Sydney
20 June 2018 - Brisbane
26 June 2018 - Melbourne
Knowledge ShopSMSF Tax & Accounting Workshop4.5Mar-19
Legalwise Seminars3rd Annual Superannuation Essentials ConferenceUp to 14October & November 2017
Legalwise SeminarsSMSF Symposium75 June 2018 - Sydney
21 June 2018 - Perth
22 June 2018 - Melbourne
22 June 2018 - Brisbane
Legalwise Seminars5th Annual SMSF Conference 2018713 November 2018 - Perth
14 November 2018 - Melbourne
16 November 2018 - Brisbane
20 November 2018 - Sydney
22 November 2018 - Adelaide
Legalwise SeminarsSMSF Conference 20187 to 8Nov-18
Legalwise SeminarsSMSF Symposium 20197.25Mar-19
LightYear GroupSMSF Strategies, Systems & Bloodline Planning Roadshow with Grant Abbott. 1.5Mar-19
Miller Super SolutionsIn-house Training - SMSF Pension Planning1.5 
Miller Super SolutionsPost 30 June checklist1.5 
Miller Super SolutionsSMSF Bootcamp - Investing in an SMSF3.75
Miller Super SolutionsTotal Super Balance & Contributions1.5
NowInfinity
June 30 Strategies webinar0.75
NowInfinity
Webinar Series 3/120.75
NowInfinity
Webinar Series 8/120.5
NowInfinityWebinar Series 10/120.75 
NowInfinityFamily Law and SMSF's webinar0.5 November 2018
Partners Wealth GroupSMSF Seminar 2018 - Melbourne5.25 
Partners Wealth GroupSMSF Seminar 2018 - Sydney & Perth4 
Partners Wealth GroupSMSF Seminar - Melbourne3.75Feb-19
Smarter SMSFSMSF Day 20185.75 
Smarter SMSFSMSF Day 20195.75Mar-19
Super Concepts1/2 Day Masterclass - Estate Planning5.75Mar-18
Super Concepts1/2 Day Masterclass - Estate Planning3May-18
Super ConceptsSpecialist SMSF Online Learning Module - Key features & regulations1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Individual versus Corporate Trustee1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Overseas Residency1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSFs v APRA Funds1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSFs v APRA Funds (part 2)1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Investment Standards1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Investment Strategy1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Related Parties1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - In-House Assets1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Acquisitions from Related Parties1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Business Real Property1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Collectables & personal use assets1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Insurance1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Substitute Trustees1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSF Establishment1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSF Borrowing1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Trustees Responsibilies1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSF Penalties1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSF Advice1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Contributions1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Reserves1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Benefit Payments1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSF Pensions1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Taxation1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSF Audit1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Trust Deeds1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSF Administration1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Death Benefits1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - Estate Planning1.1Aug-18
Super ConceptsSpecialist SMSF Online Learning Module - SMSF windup1.1Aug-18
Switzer Financial GroupSwitzer Listed Investment Conference2
Tax BanterWebinar superannuation training 20171.5Various
Tax BanterFace to face superannuation training 20172.5Various
Tax BanterSpecial Topic - Structuring and SMSFs
Tax BanterSuperannuation Update Online 20181.5
Tax BanterSpecial Topic - Structuring and SMSFs 1.5 
Television Education NetworkSound Education in SuperannuationVarious
Television Education NetworkSound Education - Super Report0.5Jul-17
Television Education NetworkContributions following the super reforms0.5
Television Education NetworkBorrowing & SMSFs - Alternative Borrowing Arrangements that are Compliant0.25
Television Education NetworkUsing Insurance for Liquidity in SMSFs0.5
Television Education NetworkSMSF Audit Independence Webinar1.5
Television Education NetworkDivorce & SMSFs0.5
Television Education NetworkFamily Feuds: Dealing with a Disputed Death Benefit0.5
Television Education NetworkSound Education in Super (January 2018) Varies
Television Education NetworkSound Education in Super (November 2018) VariesNov-18
Television Education NetworkSound Education in Super (March 2019) VariesFeb-19
University of AdelaideGraduate Certificate in Self-Managed Superannuation Funds80
University of AdelaideSuperConcepts/ICFS Specialist SMSF Course