The SMSF Foundations Course has been built by leading SMSF specialist, Aaron Dunn, CEO of co-founder of Smarter SMSF. The course contains 6 modules, providing a total of 21 accredited CPD hours, which can be applied towards obligations with the SMSF Association, the major accounting bodies (CPA, CAANZ, IPA), Tax Practitioner’s Board, and for FASEA purposes.
All modules include interactive activities, workbooks, additional supporting materials, and important links (e.g. rulings). Each module includes CPD assessment that must be completed as you work through the course.
Course provided by Smarter SMSF, hosted by BGL.
Aaron Dunn, Course Author
SMSF Specialist Advisor & CPA, Smarter SMSF
On successful completion of the course, students should be able to:
Four months from the date of purchase. You will get access to any changes made to modules throughout this time should you wish to revisit the materials during this time.
Each module includes self-paced audio and video based learning, along with a range of supporting materials including workbooks within each module (180+ pages in total), links to important references (e.g. ATO rulings), sample documents provided by Smarter SMSF and other supporting materials.
The course is regularly reviewed and updates made within a reasonable timeframe following any superannuation and tax laws changes.
You can contact Smarter SMSF at any time throughout the completion of the modules. Contact details are included within each module.
Immediately after successful completion of all modules and assessments.
A CPD certificate is only issued for the registered user that purchases the course.
Who is the course built for?
- Individual with up to intermediate knowledge on SMSFs
- e.g. up to 3 years experience as SMSF practitioner
- General practitioners working with SMSF clients – need to update core knowledge on current superannuation and SMSF rules
- Development of offshore teams CPD training
Who is the course NOT built for?
- Professionals with ‘specialist’ level knowledge of SMSFs
- Some modules may be advantageous as a refresher (e.g. taxation of SMSFs)