SMSF101 caters to you.

If you’re already RG146 compliant, wanting to upskill so you can provide the best advice to your SMSF clients, or are just looking to meet your CPD requirements, you can purchase either the full SMSF101 course or individual modules to gain FPA or SMSF Association CPD points.

Unlike other CPD options, such as conferences and traditional courses, SMSF101 is self-paced and can be started at any time. This makes it perfect for topping up your professional education just in time for the deadline, as well as breaking down multiple points’ worth of learning in to smaller, more manageable portions.

Each module comes complete with its own separate assessment* and has been allocated the following CPD points:

*Modules 5 & 6 are assessed together.

The Units

Unit name

A. RG146 knowledge refresher

B. SMSF adviser skills

1. Introducing super and SMSFs

2. Establishing an SMSF

3. Introducing estate planning

4. SMSF contributions

5&6. SMSF investment rules/investment strategies

7. SMSF taxation

8. Paying SMSF benefits

9. Tax effective SMSF benefit and estate planning strategies

C. Basic Deposit Products

D. Insurance Program

E. Managed investments

F. Securities

TOTAL CPD Points

CPD Points (SMSF Assoc.)

3

5

4

5

4

6

9.5

6

5

5

1.5

4.5

2

2.5

63

CPD Points (FPA)

3

5

3

4

3

5

7.5

5

4

4

1.5

4.5

2

2.5

54

Staying on top of your CPD requirements

Specialist members of the SMSF Association are currently required to earn 120 CPD points in each three year period, with a minimum of 30 CPD points in any one year. Associate members are required to earn 90 points in the triennium, with at least 20 in each year. For full details on what’s required of you as a member, download a copy of the Self Managed Super Fund Association’s CPD Policy.

At the Financial Planning Association, Associate and Financial Planner members need to do 90 hours’ worth of CPD in a three year period, including at least 25 each year. Those with CFP Professional status are required to earn 120 hours per triennium, including 35 hours per financial year. For full details on what you need to do as a member, contact the Association’s Member Enquiries line or refer to their written CPD Policy.
Your licensee may require you to meet higher CPD benchmarks as part of your agreement. If you are unsure, please contact them directly.

Have a question?

Check out our frequently asked questions (FAQs) page or get in touch with us by calling 1300 789 765 or emailing us at info@smsf101.com.au.

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