Self Managed Superannuation Fund (SMSF) Course

Enrol today and save your Super

Our SMSF course is specifically designed for you to learn how to start your own SMSF and deliver advise in this area.

Students completing our SMSF course become qualified to run their own fund and are awarded with a nationally recognised qualification under the Australian Qualifications Framework. Advanced Diploma Superannuation.

You will learn the benefits of creating your own SMSF and have a thorough understanding in the rapidly growing specialist sector in superannuation area. Designed for participants wanting to build their knowledge and skills in the SMSF area or are considering starting a their own SMSF.

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Geelong SMSF Schedule

Melbourne SMSF Schedule

Why do the IBI SMSF Course program?

Successful students attain the knowledge and skills to deliver advice in regards to SMSFs. You can complete the IBI SMSFs program, offered by classroom workshop and distance learning. Start any time and take advantage of the opportunities available in this area.

Self managed super funds now hold the largest proportion of superannuation assets, demonstrating that Australians have certainly embraced SMSFs as a useful tool to save for their retirement.

IBI Student Support Centre

IBI has dedicated technical support via our dedicated 1300 numbers and email platform that connects you to our industry experts. Your SMSF questions about course materials and assessments as well as other student support services help you complete your studies. Our comprehensive course materials and learner resources were developed by SMSF experts and delivered straight to your door

Study anywhere, anytime

IBI's flexible study options and use of the latest internet technology allows you to advance your career and life at the same time. IBI allows you to complete your course at your own pace and study wherever you are and adjust your study load to suit your lifestyle.

SMSF Course is endorsed by AIBA

This SMSF course is endorsed by the Australian Investment Banking Association (AIBA), the leading professional body in the financial, corporate finance and investment banking advisory services industry.

SMSF Course Overview

Course Structure	The SMSF course consists of the following modules: Module 1: Introduction to Superannuation Module 2: Introduction to Self Managed Super Funds Module 3: SMSF Regulators Module 4: SMSF Regulations Module 5: SMSF Taxation issues Module 6: SMSF and Estate Planning Module 7: SMSF Pensions Module 8: Buying property through SMSF Module 9: SMSF Strategies (borrowing & negative gearing) Module 10: How to create our own SMSF
Learning Outcomes	On successful completion of these modules, you should be able to: Module 1 : Superannuation Fundamentals purpose of superannuation size and structure of the industry importance of super Module 2 - SMSF including: Purpose of SMSF Size and structure of SMSF industry Growth and flexibility of SMSF Advantages and disadvantages of SMSF Differences between single versus multiple member SMSF Key SMSF Documents Types of SMSF benefits How to create our own SMSF Module 3 - SMSF Regulators Role of APRA, ATO & ASIC Complying versus non complying SMSF Penalties Module 4: SMSF Regulations Sources of compliance SIS Act Regulations that apply to SMSF Role of SMSF Trustees Major Investment Restrictions Exemptions from the main investment restrictions Investment strategy for SMSFs Module 5: SMSF Taxation issues Types of contributions to SMSF Contribution caps and exemptions to SMSF Contributions tax payable by SMSF Capital gains tax payable by SMSF Treatment of Capital Losses in SMSF Income tax payable by SMSF Deductibility of insurance premiums in SMSF Module 6: SMSF & Estate Planning Death benefits & tax treatment Issues with binding death nominations Tax free and tax exempt of death benefit Business ownership structures through SMSF Module 7: SMSF Pensions Different types of pensions available Calculating the annual pension payments Allocation of contributions to member accounts Application of preservation rules Application of earnings and withdrawals Accumulation versus pension phase Module 8: Buying property through SMSF Key Documents required Bare trust structures Business real property Can residential property be purchased through SMSF Acquisition Strategies Module 9: SMSF Strategies and Opportunities Acquisition Strategies advantages and disadvantages Financial Planning opportunities Module 10: How to create our own SMSF Key Documents required Legal structures
What Students receive on completion?	A Statement of Attainment if only SMSF units completed or Advanced Diploma of Financial Services.
Delivery Mode	Distance (self-study) or; Workshop (Optional Fulltime 4 Days or 8 nights part time evenings), in addition to self-study
Assessment	Multiple Choice Questions (open book) Case Studies Role Play
SMSF Units of Competency	FNSSMSF501B FNSSMSF505B FNSICORG613B FNSICCUS601B FNSICORG612B FNSSMSF601B FNSSMSF602B FNSSMSF603B Where ASIC RG146 Compliance has previously been gained for personal advice in superannuation, the following competency will be achieved: FNSSMSF601B. The SMSF course also contains Financial Advice units of competency for the purposes of delivering advice.
Timeframes for completion	Within 12 months of enrolment
Study Support	Unlimited 1300 support Unlimited email support : This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Who Should Enrol	SMSF fundamentals and advice thereof that include: those considering starting a SMSF SMSF trustees and members Financial Planners/advisers Administrators Auditors Accountants Professionals seeking to specialise in SMSF