CPD & EDUCATION

Smarter CPD solutions to help you and your team to maintain & grow your SMSF knowledge

We understand that maintaining your SMSF currency of knowledge remains the biggest challenge for practitioners today. Super and tax laws continue to change, so having access to content that is up-to-date and delivered in a timely manners is crucial within your firm and how it can be applied to your SMSF clients.

At Smarter SMSF, we offer a reliable, scalable and low cost automated model that leverages technology with our SMSF specialisation to help support your SMSF clients to comply with the super tax and laws efficiently and cost-effectively.

An award-winning educator, led by two of Australia’s leading and trusted SMSF specialists who help to shape conversation within the SMSF sector.

  • Accredited CPD

  • Live & self-paced learning

  • Access any time, on any device

A smarter way to meet your CPD hours

At Smarter SMSF, we provide a ‘starter, smarter, smartest’ approach to delivering SMSF education to professionals working within the financial services industry.

Led by two of Australia’s award winning SMSF specialists, Aaron Dunn and Tim Miller, our accredited CPD training is delivered in multiple ways, allowing you access to attend face-to-face events, live online training, or e-learning via our courses – all of these formats provide structured CPD/CPE hours to help meet your professional association obligations.

Aaron Dunn

SMSF Association Chairman Award winner 2023

Tim Miler

SMSF Association CEO Award winner 2022

SMSF Accredited Educator

Smarter SMSF is an Accredited Educator with the SMSF Association, which sets us apart from other educators apart, as a pillar of SMSF education in the sector. All of our CPD is assessed against the Association’s education standards that set the benchmark in the SMSF sector.

Smarter SMSF’s CPD training will help you as a either a specialist member or associate member to maintain your minimum of CPD hours each triennium, and minimum hours required each year (1 July – 30 June) across a range of knowledge areas

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Available CPD subscriptions

Smarter SMSF has a range of CPD subscriptions to suit you and your team.

  • CPD Quarterly

    Access to our quarterly Changing Face of SMSF events online 8 CPD hours p.a.

  • CPD Regular

    Access to all webinars and masterclasses online throughout the year, including access to the platform library and key resources. 24 CPD hours available p.a.

  • CPD Business

    Get all the benefits of CPD Regular across your team by accessing the CPD business membership for 5 or more team members. 24 CPD hours p.a. per subscriber

How do we deliver training?

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    SMSF webinars

Smarter SMSF deliver a range of regular webinars throughout the year to keep our members up-to-date with the latest technical issues and strategies within the SMSF sector.

These webinars provide members with accredited CPD hours and form part of the structured hours required for the various professional associations.

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    SMSF courses

Whether you are at the start of your SMSF education journey, want a better understanding of the essentials of self-managed super funds, or strive to become an SMSF specialist, Smarter SMSF has created a suite of self-paced online courses to help you and your team to grow your SMSF knowledge.

Smarter SMSF’s course are designed as e-learning that are fully mobile responsive, allowing you to access the modules to complete via a PC, laptop, tablet or mobile device.

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    SMSF masterclasses

Smarter SMSF hosts a number of masterclass events throughout the year focusing on SMSF specialist topics, using our case study family.

These 3 hour online masterclasses are interactive and include activities for attendees to complete as we work through a number of important technical issues, key strategies and takeaways for your SMSF clients.

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    SMSF Day events

The SMSF Day events are our showcase full-day technical CPD event hosted in 5 capital cities around Australia each year, and provides 8 CPD hours to attendees. These face-to-face events provide a highly engaging and thought provoking training day for attendees, using our popular case study format. The sessions provide attendees with key insights into the latest technical issues, key strategies and a range of important takeaways that can be implemented with your SMSF clients.

VIEW SMSF DAY 2025

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    In-house training

Smarter SMSF offers tailored in-house training (face-to-face and online) to support your team, organisation or dealer group with accredited SMSF education.

These sessions are fully customisable and can support the work being completed by accountants, administrators, licensed advisers and auditors. All training is available are structured CPD and can be accredited by Smarter SMSF.

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Smarter CPD subscriptions

Benefits of becoming a CPD subscription member for you or your team

  • Save money by choosing a subscription for you and/or your team that can provide 25+ accredited CPD hours each year to meet your professional obligations
  • Manage your CPD hours and Smarter SMSF certificates via the platform
  • Access to checklists, flowcharts and other resources to better understand topics and to utilise with your SMSF clients.
  • Access live webinars and masterclasses, along with viewing recordings of all accredited CPD training via a login to the Smarter learning platform.
  • Get access to member-only discounts to face-to-face events, including the SMSF Days around Australia.
  • Access CPD training via the Smarter SMSF platform at anytime or on any device.
VIEW CPD PACKAGES

Watch webinars

Learn more about our CPD packages, courses and Smarter learning platform

View our YouTube channel for more videos

Kylie Anderson

We are most happy with our membership to The SMSF Academy and hold regular team training sessions around the webinars and blog topics.  Should we have any additional questions or issues that come up with our clients, Aaron responds to our emails quickly and thoroughly!  It is an excellent resource for our accounting business.

Kylie Anderson

We are most happy with our membership to The SMSF Academy and hold regular team training sessions around the webinars and blog topics.  Should we have any additional questions or issues that come up with our clients, Aaron responds to our emails quickly and thoroughly!  It is an excellent resource for our accounting business.

Damian Monahan

Aaron always presents in a clear, easy to understand manner and we can take away insights that can be use in a very practical way in dealing with days to day client matters.

Ati Ardian – Pascoe Partners Accountants
SMSF Manager

As a member, I love that we have access to what is going on with super legislation via webinar updates and the ability to watch these at anytime via the Smarter SMSF platform.  It allows us to keep up-to-date and take advantage of opportunities with our clients in a timely fashion.

Kylie Anderson – RJS Accounting
Director

As a small firm it is great having access to training, documents and support and when needed to deliver a high level of service to our clients.  The response time is incredible and the BGL integration to create these documents for our clients is invaluable, saving us significant time.

Trent Alexander

I get great value from my membership.  Aaron is always willing to assist with technical queries and keeps us updated with the latest strategies and industry developments on SMSF with his regular webinar training.  

Kylie Anderson

We are most happy with our membership to The SMSF Academy and hold regular team training sessions around the webinars and blog topics.  Should we have any additional questions or issues that come up with our clients, Aaron responds to our emails quickly and thoroughly!  It is an excellent resource for our accounting business.

Kylie Anderson

We are most happy with our membership to The SMSF Academy and hold regular team training sessions around the webinars and blog topics.  Should we have any additional questions or issues that come up with our clients, Aaron responds to our emails quickly and thoroughly!  It is an excellent resource for our accounting business.

Damian Monahan

Aaron always presents in a clear, easy to understand manner and we can take away insights that can be use in a very practical way in dealing with days to day client matters.

Ati Ardian – Pascoe Partners Accountants
SMSF Manager

As a member, I love that we have access to what is going on with super legislation via webinar updates and the ability to watch these at anytime via the Smarter SMSF platform.  It allows us to keep up-to-date and take advantage of opportunities with our clients in a timely fashion.

Kylie Anderson – RJS Accounting
Director

As a small firm it is great having access to training, documents and support and when needed to deliver a high level of service to our clients.  The response time is incredible and the BGL integration to create these documents for our clients is invaluable, saving us significant time.

Trent Alexander

I get great value from my membership.  Aaron is always willing to assist with technical queries and keeps us updated with the latest strategies and industry developments on SMSF with his regular webinar training.  

So, what’s your next smart move?

BOOK A DEMO
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or… give us a call on 1300 95 94 76 or email team@smartersmsf.com