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 to further learning. The SSA™ accreditation program analyses the unique intersection of the Superannuation Industry (Supervision) Act 1993 (SISA), the Superannuation Industry (Supervision) Regulations 1993 (SISR) and the Income Taxation Assessment Acts 1936 and 1997 (ITAA).
To be eligible for recognition as an SMSF Specialist Advisor (SSA™) designation with the SMSF Association you are required to complete 9 modules and successfully complete a 2-hour online examination with a pass mark of 50% or higher. The modules offer deep technical content and focus on examining, in detail, the array of regulations and legislation that underpin the operation of an SMSF.
The modules cover the following topics:
1. SMSF regulatory framework
2. Regulating SMSFs
3. Contribution standards
4. Investing in an SMSF
5. Taxing an SMSF
6. Members interests and preservation standards
7. Payment standards and paying a benefit
8. Taxing superannuation payments
9. SMSF controls – planning for life events
LEARNING OUTCOMES:
On successful completion of this subject, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
KNOWLEDGE
Graduates of the SSA accreditation will have a broad and coherent theoretical and technical knowledge in one or more disciplines of areas of SMSF practice.
SKILLS
Graduates of the of the SSA accreditation will have well-developed cognitive, technical and communication skills to select and apply methods and technologies to:
• Analyse and evaluate information to complete a range of activities
• Analyse, generate and transmit solutions to unpredictable and sometimes complex problems
• Transmit knowledge, skills and ideas to others
APPLICATION OF KNOWLEDGE AND SKILLS
Graduates of the SSA accreditation will apply SMSF industry knowledge and skills to demonstrate autonomy, well-developed judgement and responsibility;
• In contexts that require self-directed work and learning
• Within broad parameters to provide specialist advise and functions
FASEA CPD CATEGORIES
The SSA designation is aligned to competencies under the FASEA CPD categories. The designation supports demonstration for ongoing professional practice in the categories of:
• Technical competence
• Regulatory compliance and consumer protection
• Client care and practice
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 to further learning. The SSA™ accreditation program analyses the unique intersection of the Superannuation Industry (Supervision) Act 1993 (SISA), the Superannuation Industry (Supervision) Regulations 1993 (SISR) and the Income Taxation Assessment Acts 1936 and 1997 (ITAA).
To be eligible for recognition as an SMSF Specialist Advisor (SSA™) designation with the SMSF Association you are required to complete 9 modules and successfully complete a 2-hour online examination with a pass mark of 50% or higher. The modules offer deep technical content and focus on examining, in detail, the array of regulations and legislation that underpin the operation of an SMSF.
The modules cover the following topics:
1. SMSF regulatory framework
2. Regulating SMSFs
3. Contribution standards
4. Investing in an SMSF
5. Taxing an SMSF
6. Members interests and preservation standards
7. Payment standards and paying a benefit
8. Taxing superannuation payments
9. SMSF controls – planning for life events
LEARNING OUTCOMES:
On successful completion of this subject, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
KNOWLEDGE
Graduates of the SSA accreditation will have a broad and coherent theoretical and technical knowledge in one or more disciplines of areas of SMSF practice.
SKILLS
Graduates of the of the SSA accreditation will have well-developed cognitive, technical and communication skills to select and apply methods and technologies to:
• Analyse and evaluate information to complete a range of activities
• Analyse, generate and transmit solutions to unpredictable and sometimes complex problems
• Transmit knowledge, skills and ideas to others
APPLICATION OF KNOWLEDGE AND SKILLS
Graduates of the SSA accreditation will apply SMSF industry knowledge and skills to demonstrate autonomy, well-developed judgement and responsibility;
• In contexts that require self-directed work and learning
• Within broad parameters to provide specialist advise and functions
FASEA CPD CATEGORIES
The SSA designation is aligned to competencies under the FASEA CPD categories. The designation supports demonstration for ongoing professional practice in the categories of:
• Technical competence
• Regulatory compliance and consumer protection
• Client care and practice
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 to further learning. The SSA™ accreditation program analyses the unique intersection of the Superannuation Industry (Supervision) Act 1993 (SISA), the Superannuation Industry (Supervision) Regulations 1993 (SISR) and the Income Taxation Assessment Acts 1936 and 1997 (ITAA).
To be eligible for recognition as an SMSF Specialist Advisor (SSA™) designation with the SMSF Association you are required to complete 9 modules and successfully complete a 2-hour online examination with a pass mark of 50% or higher. The modules offer deep technical content and focus on examining, in detail, the array of regulations and legislation that underpin the operation of an SMSF.
The modules cover the following topics:
1. SMSF regulatory framework
2. Regulating SMSFs
3. Contribution standards
4. Investing in an SMSF
5. Taxing an SMSF
6. Members interests and preservation standards
7. Payment standards and paying a benefit
8. Taxing superannuation payments
9. SMSF controls – planning for life events
LEARNING OUTCOMES:
On successful completion of this subject, participants should be able to:
• Research and explain the legal regulations that apply to SMSFs.
• Research and critically evaluate the special taxation rules applicable to superannuation contributions, superannuation funds and superannuation benefits.
• Develop and critically evaluate an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
• Justify an SMSF strategy to deal with regulatory and tax requirements in a complex SMSF scenario.
KNOWLEDGE
Graduates of the SSA accreditation will have a broad and coherent theoretical and technical knowledge in one or more disciplines of areas of SMSF practice.
SKILLS
Graduates of the of the SSA accreditation will have well-developed cognitive, technical and communication skills to select and apply methods and technologies to:
• Analyse and evaluate information to complete a range of activities
• Analyse, generate and transmit solutions to unpredictable and sometimes complex problems
• Transmit knowledge, skills and ideas to others
APPLICATION OF KNOWLEDGE AND SKILLS
Graduates of the SSA accreditation will apply SMSF industry knowledge and skills to demonstrate autonomy, well-developed judgement and responsibility;
• In contexts that require self-directed work and learning
• Within broad parameters to provide specialist advise and functions
FASEA CPD CATEGORIES
The SSA designation is aligned to competencies under the FASEA CPD categories. The designation supports demonstration for ongoing professional practice in the categories of:
• Technical competence
• Regulatory compliance and consumer protection
• Client care and practice
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEST.
Join SMSF Association Head of Membership & Corporate Development, Neil Sparks and guest speaker for the In Practice Webinar Series.
In Practice is a monthly session of peer-to-peer learning, by Advisers for Advisers.
This month’s topic: It’s the final countdown to 30 June—are your SMSFs ready?
Presented by Jeevan Tokhi
General Manager, BGL Corporate Solutions
Synopsis
June 30 is fast approaching and the final countdown is on. This webinar is your EOFY action plan for advisers and accountants supporting SMSF clients. We’ll cover what needs doing now to stay ahead of compliance issues, avoid documentation pitfalls, and streamline workflows. Learn how to engage trustees early, align your team, and use tech tools like data feeds, APIs, and integrations to stay in control.
Walk away with practical tips to finish the financial year strong without the last-minute scramble.
Time is reflected as AEST.
Join SMSF Association Head of Membership & Corporate Development, Neil Sparks and guest speaker for the In Practice Webinar Series.
In Practice is a monthly session of peer-to-peer learning, by Advisers for Advisers.
This month’s topic: Attracting High Value Clients: Marketing Strategies for SMSF Advisers to Maximise Their Return on Specialist Advice.
Presented by Mark Laing
Founder, Formidable Business
Synopsis
To attract high-value clients, SMSF advisers must position themselves as specialists, and be effective communicators of their expertise and value. This presentation will explain proven marketing strategies to establish authority, optimise personal branding, and leverage educational content to engage ideal clients.
We’ll discuss how to create targeted messaging, build referral networks with key influencers, and use digital platforms for maximum reach. By implementing a structured marketing strategy and a proprietary advice process, advisers can command premium fees and enhance client loyalty. Learn how to turn expertise into a powerful marketing asset that drives growth and ensures long-term success in the competitive SMSF advice market.
Time is reflected as AEST.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEDT.
Please Note Change of Date: This session will be available on demand from Thursday 3 July, 9.00am.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEST.
Join our technical team in the latest quarterly update as they keep you informed on current developments and trends occurring within the SMSF industry.
OVERVIEW:
The purpose of the quarterly SMSF Industry Update is to provide SMSF Association members with the latest industry insights. Hear all you need to know on current developments and trends, statistics, as well as the latest legislative and policy developments. These quarterly updates are a must for practice owners and SMSF industry practitioners wanting to stay abreast of the latest industry trends, developments, challenges, and opportunities!
The webinar also highlights current submissions that the Association’s Policy team are currently working on to help shape the sector, and provides our members with the opportunity to extend their SMSF technical competence in SMSF advice and practice.
Please note time is reflected as AEST.
The FPE016 SSA Bridging Exam is for those individuals that have previously completed the Kaplan Professional FPE016 Self-Managed Superannuation Funds course.