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
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 31.25 Capability (13 Critical Thinking (18.25 Superannuation (23 Taxation (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
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
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
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)
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
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 141.25 Capability (56.75 Critical Thinking (80.5 Professional Conduct (0.5 hour) Superannuation (70 Generic Knowledge (15
Attributes and Performance (4 Financial Planning (12.5 Taxation (11.5 Skill Requirements (4.5 Estate Planning (2.5 Insurance (1 hour)