Qualifications

Improve your SMSF prospects with a qualification

One of the best ways to improve your knowledge and career prospects within the SMSF sector is through an industry-recognised qualification. The Graduate Certificate in Self-Managed Superannuation Funds has been designed by the SMSF Association and is available in conjunction with some of Australia’s leading tertiary education providers.

Graduate Certificate in SMSFs

The Graduate Certificate in Self Managed Superannuation Funds is designed to formalise knowledge of self-managed super funds and includes specific SMSF related occupation subjects.

Why should I consider the Graduate Certificate in SMSFs?

  • You’ll gain a post-graduate (AQF8) qualification dedicated to SMSFs through supported learning delivery.
  • You may receive independent and highly regarded industry endorsement for your SMSF expertise as an SMSF Practitioner (SSP™), SMSF Specialist Advisor (SSA™) or SMSF Specialist Auditor (SSAud®) through completion of their corresponding study units
  • Specialist SMSF Association designations allow you to enhance your profile and accessibility to clients through our ‘Find a Specialist’ function, that may lead in business growth.
  • It will showcase your superior and complete understanding of SMSFs to clients, regulators and employers.
  • You’ll improve your understanding of SMSF trustee behavioural finance and SMSF best practice.
  • You’ll be helping to raise the financial advice industry’s education standard.

group-390

group-391

group-392

group-393

What’s the difference between a qualification and an accreditation?

Accreditations:

  • Professional accreditations, such as the SSP™, SSA™ or SSAud® designations are issued by the SMSF Association and highlight your expertise and competence within the SMSF sector.
  • The relevant accreditation is only valid whilst you remain a member of the Association and meet your CPD obligations as required.
  • The SSP™, SSA™ and SSAud® are not taken into account for enrolment into AQF qualifications, i.e. credit, advanced standing.

 Qualifications:

  • An academic qualification means that you have successfully completed a particular course of study.
  • An academic credential remains valid evidence of your education.
  • The Graduate Certificate is an award qualification, meaning that it appears on the Australian Qualification Framework (AQF) table and therefore can be taken into account for enrolment into other qualifications.

Who should enrol

  • Finance professionals seeking advanced technical and specialist knowledge.
  • Members wanting a formal study pathway to achieve the Association designations – SSP™, SSA™, SSAud®.
  • Professionals with other common industry accreditations (CA, CFP, CPA etc) now looking to develop further capacity to work with clients who have SMSFs.
  • Those wanting to add a financial specialist qualification to their academic achievements.

Course outcomes:

Upon completion of this qualification, you will be able to:

  • Consolidate and extend the superannuation and SMSF technical knowledge needed to develop professional SMSF strategies.
  • Demonstrate your capacity to undertake the appropriate steps and execute the operations of an SMSF throughout the various lifecycle stages.
  • Analyse and interpret how specific SMSF trustee behaviour affects the SMSF fund investment strategy.
  • Demonstrate the communication skills necessary to convey complex technical advice to different audiences.
  • Integrate SMSF technical regulations and legislation with trustee objectives and motivations to evaluate, plan and implement various aspects of SMSF advice.

Course outline:

There are 4 subjects to complete to gain the qualification.

This includes 3 core subjects:

1. SMSF Best Practice
2. Understanding SMSF trustees
3. SMSF Strategic Advice

And 3 electives:

4.1 Auditing standards for SMSFs
4.2 SIS Regulations and taxation
4.3 SMSF Trust Deeds

One of the course’s unique features is that it has been designed to provide the student with a qualification and an industry designation, through completion of their corresponding study units.

 

For more information please contact either provider.

KaplanUniversity of Adelaide