UNIVERSITY OF ADELAIDE GRADUATE CERTIFICATE IN SMSF (ACCRED #009721)
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1 UNIVERSITY OF ADELAIDE GRADUATE CERTIFICATE IN SMSF (ACCRED #009721) Time Session CPD Hours Professional Dimensions (FPA CPD) Knowledge Areas (Licensee CPD) Course 1 SMSF Best Practice Topic 1 SMSF history 2 Capability (1 hour) Superannuation (2 Topic 2 Barriers to entry, suitability and setting up a fund 3 Capability (1.5 Superannuation (3 Topic 3 Managing investments 3 Capability (1.5 Superannuation (3 Topic 4 Contributions 3 Capability (1.5 Superannuation (3 Topic 5 SMSF reporting 3 Capability (1.5 Superannuation (3
2 Topic 6 Benefit payments 3 Capability (1.5 Superannuation (3 Topic 7 Taxation 3 Capability (1.5 Superannuation (1.5 Taxation (1.5 Topic 8 Winding up a fund 3 Capability (1.5 Superannuation (3 Topic 9 SMSF trustee guidance 3 Capability (1.5 Superannuation (1.5 Taxation (1.5 Weekly quizzes 1 Assessment 1 3 Critical Thinking (3 Exam 1.25 Critical Thinking (1.25 TOTAL: Course 1 SMSF Best Practice Capability (13 Critical Thinking (18.25 Superannuation (23 Taxation (3
3 Course 2 Understanding SMSF Trustees Topic 1 Origins of behavioural finance 3 Capability (1.5 Financial Planning (3 Topic 2 Traditional and behavioural finance 3 Capability (1.5 Financial Planning (3 Topic 3 Emotional decision making 2 Attributes and Performance (1hour) Generic Knowledge (2 Topic 4 Personality traits 3 Attributes and Performance (1hour) Critical Thinking (2 Generic Knowledge (3 Topic 5 Risk perception and risk tolerance 2 Capability (0.5 hour) Financial Planning (2 Topic 6 Behavioural portfolio theory 3 Attributes and Performance (1hour) Critical Thinking (2 Generic Knowledge (3 Topic 7 Advising the behavioural investor 2 Attributes and Performance (0.5 hour) Generic Knowledge (2
4 Topic 8 Financial therapy 2 Attributes and Performance (0.5 Generic Knowledge (2 Topic 9 SMSF trustee coaching and observational awareness 3 Capability (2 Generic Knowledge (3 Assessment 1 3 Exam 3 Critical Thinking (3 Critical Thinking (3 TOTAL: Course 2 Understanding SMSF Trustees 29 Capability (5.5 Critical Thinking (19.5 Attributes and Performance (4 Financial Planning (8 Generic Knowledge (15
5 Course 3 SMSF Strategic Advice Topic 1 Identifying SMSF strategy advice opportunities 4 Capability (2 Critical Thinking (2 Financial Planning (1.5 hour) Superannuation (2.5 Topic 2 Limited recourse borrowing 5 Capability (2.5 Critical Thinking (2.5 Superannuation (5 Topic 3 Alternatives to gearing 4 Capability (2.5 Critical Thinking (1.5 hour) Superannuation (4 Topic 4 Insurance inside vs outside an SMSF 3 Capability (2 Insurance (1 hour) Superannuation (2 Topic 5 Developing SMSF investment strategies 5 Professional Conduct (0.5 hour) Capability (2 Critical Thinking (2.5 Skill Requirements (3 Superannuation (2 Topic 6 Small business CGT relief 4 Capability (2.5 Taxation (4 Topic 7 SMSF estate planning 5 Capability (2.5 Critical Thinking (2.5 Estate Planning (2.5 Superannuation (2.5
6 Topic 8 Paying a pension 4 Capability (2.5 Critical Thinking (1.5 hour) Skill Requirements (1.5 Superannuation (2.5 Topic 9 Personal succession 3 Capability (2 Financial Planning (3 Weekly Quizzes 2 Critical Thinking (2 Assessment 1 3 Exam 3 Critical Thinking (3 Critical Thinking (3 TOTAL: Course 3 SMSF Strategic Advice 45 Capability (20.5 Critical Thinking (24 Professional Conduct (0.5 hour) Financial Planning (4.5 Superannuation (20.5 Estate Planning (2.5 Taxation (4 Skill Requirements (4.5 Insurance (1 hour)
7 Course 4 SIS Regulation and Taxation Topic 1 SMSF Regulatory framework 3 Capability (2.25 Critical Thinking (0.75 hour) Superannuation (3 Topic 2 Regulating SMSFs 4 Capability (2 Critical Thinking (2 Superannuation (4 Topic 3 Contribution standards 4 Capability (2 Critical Thinking (2 Superannuation (4 Topic 4 Investing in an SMSF 4 Capability (2.5 Superannuation (4 Topic 5 Taxing an SMSF 3 Capability (1.5 Superannuation (1.5
8 Taxation (1.5 Topic 6 Members interests and preservation standards 3 Capability (1.5 Superannuation (1.5 Taxation (1.5 Topic 7 Payment standards and paying a benefit 4 Capability (2.5 Superannuation (4 Topic 8 Taxing superannuation payments 3 Capability (1.5 Superannuation (1.5 Taxation (1.5 Topic 9 SMSF controls Planning for life events 3 Capability (2 Superannuation (3 Assessment 1 3 Critical Thinking (3 Exam 2 Critical Thinking (2 TOTAL: Course 4 SIS Regulation and Taxation 36 Capability (17.75 Critical Thinking (18.25 Superannuation (26.5 Taxation (4.5 GRAND TOTAL Capability (56.75 Critical Thinking (80.5 Professional Conduct (0.5 hour) Superannuation (70 Generic Knowledge (15
9 Attributes and Performance (4 Financial Planning (12.5 Taxation (11.5 Skill Requirements (4.5 Estate Planning (2.5 Insurance (1 hour)
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