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International Centre for Financial Services
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Certificate in Self Managed SuperannuationOverviewInvestment in superannuation in Australia is accumulating at an astonishing rate and now totals over $1.15 trillion. In particular the Self Managed Super Fund (SMSF) industry is rapidly increasing with over 2000 new accounts opening each month taking the total to over 337,000 SMSF's. This makes it the fastest growing sector in financial planning and wealth management. The SMSF industry is subject to legislative changes, compliance issues and vigorous scrutiny. Advisors in SMSF's need to increase their knowledge and skills as well as increasing the financial literacy skills of consumers. Download the program brochure and application for the Certificate in Self Managed Superannuation. (pdf 104kB) EnquiriesEnquiries, including details on course time and fees should be directed to: or contact: Tania Turner, Assistant Director - Programs 
Study PlanThere are two compulsory courses which comprise the Certificate in Self Managed Super Funds: Establishment & Accumulation, and Distribution & Estate Planning. Self Managed Super I - Establishment & Accumulation Participants will analyse the benefits of SMSF's and the factors that have resulted in them being adopted by a wide range of self-employed people, employees on higher salaries with flexible remuneration arrangements and those close to retirement. The topics covered will include the formation of SMSF's, trust deeds and the regulations governing them, and the Superannuation Industry (Supervision) Act (SIS Act). In addition there will be a detailed review compliance, investment strategies, taxation and CGT small business exemptions. The rules concerning audit, in house assets test, exempt benefits and accepting contributions will also be examined. Additionally the participants will learn the rights and obligations of the trustees, members and other parties that are connected with the operation of the fund.
Self Managed Super II - Distribution & Estate Planning This course consists of two sections. Three days will focus on SMSF's and examine estate planning, investment strategies, alternative investments, strategic opportunities and taxation. This section will also examine issues such as family and marriage breakdown, transfer of assets into a SMSF, preservation rules and building a retirement income. Payment of benefits, pensions, how various pensions are tested, payments to beneficiaries and death of members. One day of the course is devoted to giving participants a general overview of the techniques used for portfolio construction and how to critically assess performance measurements.
Locations and Dates for 2008
Graduate AttributesTo download the Graduate Attributes (pdf 26kB).
Accreditation
This course is of extremely high standard and has been designed to the required standards of the Self Managed Super Fund Professional's Association of Australia (SPAA) National Education Register, and also independently certified by LASA. It is the first University Course accredited in the two and a half years that SPAA has been compiling and developing its Education Register. The course presents and ideal opportunity for SPAA Specialist Advisors to complete studies at a Postgraduate or Masters level as well as contributing to their professional development and satisfying a significant proportion of SPAA's CPD requirements.
Financial Planning Association of Australia The Professional Certificate and Certificate in Self Managed Superannuation Funds has been Accredited by the Financial Planning Association of Australia. Accreditation number 003209 for 35 points credit of continuing professional development.
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© 2005 The University of Adelaide Last Modified 19/07/2008 ICFS CRICOS Provider Number 00123M |
SMSF Professionals' Association of Australia