smarter CPD & education solutions
Our mission at Smarter SMSF is to help accountants, financial advisers and other propfessionals to understand and comply with the complexities of SMSFs. At the core of our expertise is a commitment to staying in the know on the ever-evolding SMSF landscape – ensuring that we not only keep up-to-date with changes, but also anticipate them.
As an award-winning SMSF business, we have been delivering education solutions since 2011 and established ourselves as an industry leader in CPD & SMSF education. As an Accredited Educator with the SMSF Association, Smarter SMSF is at the forefront of conversations and strategies that shape the SMSF sector today.
A SMARTER EDUCATION TEAM
Smarter SMSF’s education is powered by two of Australia’s most well-known SMSF specialist: Aaron Dunn and Tim Miller. Together, they bring a wealth of experience and practical expertise, combined with their passion for SMSFs that is reflected in the quality and depth of the education they provide.
DELIVERY OF CPD TRAINING
WEBINARS & MASTERCLASS
Smarter SMSF delivers an ongoing CPD program program throughout the year, including Changing Face of SMSF and a range of specialist topics through our online masterclass events.
SMSF COURSES
Smarter SMSF delivers self-paced e-learning courses for students to learn about the latest technical issues and strategies. Our starter, smarter, smartest approach provides courses to suit all levels of expertise.
FACE-TO-FACE EVENTS
Smarter SMSF each year hosts The SMSF day events around Australia, a full day technical training event to learn more about the latest issues within the SMSF sector.
CPD & EDUCATION MATRIX
OFFERINGS
STARTER
SMARTER
SMARTEST
Support
In-house SMSF training (custom)
F2F events (hosted by Smarter SMSF)
Masterclass (online)
Webinars
TARGETED AUDIENCE
0-3 years
Graduate, Admin staff,
off-shore teams
2-6 years
Senior Accountant, Paraplanner,
Public Accountants, Client Manager
5+ years
Partners, Senior Manager,
SMSF specialists, CPA/CA, CFP
COURSES - STARTER - SMARTER - SMARTEST
SMSF ADVANCED COURSE
Specialist-level course taking an in-depth view and understanding of the various SIS, tax & legal issues across the SMSF industry (SMARTEST)
COMING IN 2024
Target Audience:
People looking to advance to SMSF specialist accreditation (SSA)
Delivery:
20+ CPD hrs. with RPL, credits towards SSA certification.
SMSF ESSENTIALS COURSE
Course designed to master the essentials to successfully undertake your SMSF client work (SMARTER).
Target Audience:
Public Practitioners, Financial Advisers, Senior – Management level staff
Delivery:
7 modules, 18 CPD hours Annual add-on update available (via subscription)
SMSF FOUNDATIONS COURSE
Course introduces SMSFs and broader superannuation concepts to new entrants about the fundamentals to successfully complete their day-to-day work (STARTER).
Target Audience:
New graduates, administrations staff, offshore teams
Delivery:
6 modules 10 hrs.
ENTERPRISE SOLUTION
Our enterprise solution for larger organisations offers the ability to access Smarter SMSF courses through your own Learning Management System (LMS). The courses are available under licence, and provides access to SCORM compliant files, and can be customised to suit specific needs of your team. Smarter SMSF takes on the responsibility of content maintenance, allowing your organisation to concentrate on monitoring the progress of your team. We ensure all courses remain up-to-date, supplying regular updates as changes occur, and changelogs for compliance purposes
Our enterprise fee model encompasses an initial implementation fee followed by a monthly license fee, which is scaled based on the number of users. This solution not only simplifies the training process but also ensures your team stays informed with the latest in SMSF practices.
GENERAL BENEFITS OF OUR COURSES
Knowledge – courses built for different levels of knowledge, to grow and/or keep up-to-date to successfully undertake
- Written by accredited SMSF specialists (SSA)
- Course add-on available via subscription to use as an ongoing resource.
Flexibility – course allows you to learn in your own time and at your own pace (self-paced)
Help – have access to support to assist you successfully complete the course (including AI support)
CPD – currently apply between 10 – 20+ hours for CPD purposes where you successfully complete the course (incl. assessments)
SMSF DAY EVENTS
The SMSF day events are Smarter SMSF’s showcase face-to-face technical training days that are hosted around Australia in March/April each year.
The days provide an opportunity to learn about the latest technical issues, and provide practical insights through real life case studies to apply with your SMSF clients.
IN HOUSE TRAINING
Smarter SMSF offers tailored in-house training, (face-to-face and online) to support your team, organisation, or dealer group with SMSF education.
These sessions are fully customisable and can support the work being completed by accountants, administrators, licensed advisers and auditors. All training can be accredited for CPD purposes.
SMARTER CPD SUBSCRIPTIONS
Choose a CPD subscription to suit you or your business.
Stay up-to-date with our range of CPD subscription packages, available as a single subscription or accessible for CPD across your team. As a member get priority access to attend live webinars and masterclass sessions, along with member discounts to our face-to-face events.
Members also gain access to the Smarter SMSF learning platform, where you can access the library of CPD training anytime, on any device and complete at your own pace. All CPD training on the platform includes access to slides, workbooks and other resources, and requires the completion of a short assessment for the issue of a CPD certificate. A CPD log is included that tracks the training completed via the learning platform.
Subscriptions are available as a monthly or annual payment.
