Graduate Certificate in SMSFs

Take your SMSF knowledge to the highest level

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.

The Graduate Certificate in Self Managed Superannuation Funds is designed to formalise the 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 (AQF Level 8) qualification dedicated to SMSFs through supported learning delivery.
  • You may receive independent and highly regarded industry endorsement for your SMSF expertise as an 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.

 Qualifications:

  • 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.
  • Academic qualification is recognised nationally and internationally and means that you have completed a particular course of study.
  • An academic credential remains valid evidence of your education and is portable.
  • FASEA now requires all new entrants who provide financial advice in the SMSF industry to hold an approved tertiary qualification.

Designations:

  • Professional designations, such as the SSA™ or SSAud® are issued by the SMSF Association and highlight your expertise and competence within the SMSF sector.
  • The relevant SMSF Association designation is valid whilst you remain a member of the Association and meet your CPD obligations as required.  If you relinquish your membership your SMSF designation can no longer be used.
  • Finance professionals seeking advanced technical and specialist knowledge.
  • Members wanting a formal study pathway to achieve the Association designations – 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 Outline

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.

There are 4 subjects to complete to gain this qualification, this includes 3 core subjects, and 1 of 3 electives options.

CORE SUBJECTS
SMSF
Best Practice

1st Core Subject

Core subject outline
SMSF
Strategic Advice

3rd Core Subject

Core subject outline
Understanding
SMSF Trustees

2nd Core Subject

Core subject outline
ELECTIVE OPTIONS
Auditing Standards
for SMSFs*

*SMSF Association members who complete the 'Auditing Standards for SMSFs' elective may attain the SMSF Specialist Auditor (SSAud®) designation, assuming all other conditions are met.

SIS Regulations
and Taxation*

*SMSF Association members who complete the 'SIS Regulations and Taxation' elective may attain the SMSF Specialist Advisor (SSA™) designation, assuming all other conditions are met.

SMSF
Trust Deed

For more information, please contact either provider: