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Certificate in Self Managed Superannuation

• Overview
• Enquiries
• Study Plan
• 2009 Locations and Dates
• Graduate Attributes
• Accreditation

Overview

Investment in superannuation in Australia is accumulating at an astonishing rate and now totals over $1.17 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 387,000 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.

This SMSF course is suited for those wanting to give comprehensive advice of the highest quality to investors in self managed superannuation funds, including Financial Planners, Fund Administrators, Auditors and Accountants.

*Current as at 29th October 2008. Statistics from APRA Quarterly Superannuation Performance Statistics report June 2008 (issued 25 September 2008)

Download the program brochure and application for the Certificate in Self Managed Superannuation. (pdf 106kB)

Enquiries

Enquiries, including details on course time and fees should be directed to:

icfs@adelaide.edu.au 

or contact:

Tania Turner, Assistant Director - Programs
International Centre for Financial Services
Phone: (+61 8) 8303 8398
Room 12 09, Level 12/10 Pulteney Street Adelaide

Study Plan

There are two compulsory courses which comprise the Professional Certificate in Self Managed Superannuation:
SMSF 1 - Establishment & Accumulation
SMSF 2 - 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, issues around trust deeds and the regulations governing them and the Superannuation Industry (Supervision) Act  (SIS Act).  In addition, there will be a detailed review of compliance, investment strategies, taxation at the fund level, CGT small business exemptions and instalment warrants including the new borrowing rules.  The rules concerning related party asset acquisitions, sole purpose, in-house assets, loans to members 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 cover the pension establishment process and will examine issues such as the use of reserves in the pension environment, the segregation of pension assets, preservation rules, the payment of benefits to members and beneficiaries and the process to follow when winding up a SMSF.

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 2009

Please note you are required to attend all four dates listed per course .

All courses are run subject to minimum enrolment numbers being met. The International Centre for Financial Services reserves the right to cancel any course where the minimum numbers are not met.

Graduate Attributes

To download the Graduate Attributes (pdf 26kB).

Accreditation

SMSF Professionals' Association of Australia

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 . It is the first University Course accredited since 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 level as well as contributing to their professional development and satisfying a significant proportion of SPAA's CPD requirements.  

Download a copy of SPAA Education and Training Register Assessment for Self Managed Super 1 - Establishment and Accumulation. (pdf 183kB)

Download a copy of SPAA Education and Training Register Assessment for Self Managed Super 2 - Distribution and Estate Planning.

This course provides 202 SPAA CPD points.

Financial Planning Association of Australia

The Professional Certificate and Certificate in Self Managed Superannuation has been Accredited by the Financial Planning Association of Australia.

Accreditation number 003209 for 35 points credit of continuing professional development.