CPD Quarterly (Training)

Accredited technical training webinars

$300.00 (+ GST) / year 

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Learn the smarter way

CPD Quarterly is the easiest way to keep you up to date with all the technical and regulatory issues, enabling practitioners to stay at the forefront of the SMSF industry.

You do not have to be an expert, as you can rely on our specialist knowledge to ensure that you are providing better retirement outcomes for your clients.

Includes:

  • Quarterly accredited technical and regulatory updates via webinars (Changing Face of SMSF)
  • Slides, workbooks & recordings from all Changing Face of SMSF sessions
  • Discounts to industry events and face-to-face training workshops
  • Discounts on reports and online courses (e.g. SMSF day and Future of SMSF)
  • Access to a resource library (Checklists, eBooks, Flowcharts) available at PAYG pricing

Smarter SMSF evolved from The SMSF Academy, founded in 2010 by accountant, Aaron Dunn and lawyer, Ian Glenister – both accredited SMSF specialists. Our focus is simple. To bridge the gap in training, education and tools so you can grow your business through self-managed super funds.

Our quarterly webinars are popular because it enables members to access it whenever you like and as many times as you like. Fully mobile responsive, this cost effective solution works on any device so it is also available for practitioners on the go. It accommodates people who want to watch it individually or collectively as part of team training events.  And because it is available anytime, it is perfect for reviewing and refreshing knowledge.

Simply watch at your own pace then take the quiz to confirm your progress and CPD points.  Smarter SMSF offers regular updates on SMSF specialist topics, sourced directly from leading industry professionals such as accountants, financial planners and lawyers. Every quarter, as part of your subscription, you will receive ‘The Changing Face of SMSF’ webinar – a technical and regulatory update that keeps members informed on key compliance issues as they arise.

All training is accredited for professional development obligations via the SMSF Association, FPA Australia and the major accounting bodies, as well as FASEA requirements.

Winner of the Training and Education Provider of the Year Award VIC,  presented at the SMSF and Accounting Awards 2018.

Ordering online

Simply follow these steps:

  1. Purchase CPD Quarterly (annual subscription) to become a member.
  2. You will receive payment confirmation and an email to login to the Smarter SMSF platform.
  3. Select the webinar, course or any other related training topic on the platform and begin earning your CPD points.
  4. Available all the time, anytime, to refer back to if need be.

Need assistance?

If you require help, please get in contact with us by telephone on 1300 95 94 76, or email team@smartersmsf.com

Become a Member

We offer the following training subscriptions:

CPD Quarterly – $300 (+ GST) per year

provides quarterly industry-leading web-based live training to navigate the complexities of SMSF, including changing regulatory requirements. Less than $21 p/m when paid annually (normal cost $99.00 each x 4 per year)

CPD Regular – $80 (+ GST) per month / $800 (+ GST) per year

provides regular industry-leading web-based live training to navigate the complexities of SMSF, including changing regulatory requirements. As well as full access to Resource Library (Checklists, eBooks, Flowcharts) and Online Courses as part of subscription.

Why choose Smarter SMSF CPD training products?

We are an industry recognised, award-winning technical education provider in Australia. We can assist you with our Continuing Professional Development (CPD) learning packages to help you excel in your role. Providing increased value to your organisation and your clients. Aaron Dunn, Certified Practising Accountant (CPA) and SMSF Specialist Advisor (SSA), has worked within the SMSF sector for more than 20 years.

That is why financial service professionals rely on Aaron for expertise on SMSF’S and the growth of the sector. Aaron’s insights into technical issues and the SMSF industry means he is regularly asked to participate in government and regulatory reviews. It truly is the ‘Dunn difference’ that makes our training world-class.

Is the training accredited for CPD?

Yes, all training is accredited with the SMSF Association, FPA Australia and counts towards CPE hours for the major accounting bodies – CPA Australia (CPA), Chartered Accountants (CAANZ) & Institute of Public Accountants (IPA).

When does the CPD certificate get issued?

CPD assessment for the SMSF Association and FPA is submitted quarterly (April, July, Oct, Jan) so you will receive the certificate for any training during that quarterly post assessment.  For the accounting bodies, you will get your certificate shortly after the training.

Can I watch the webinars online at a later time?

Yes, all ‘Changing Face of SMSF’ webinars are uploaded into our platform for you to view at any time and on any device.  You will need to complete a short CPD quiz after watching to get your CPD certificate.

Webinar sample

Have a taste by watching Aaron’s Top 5 SMSF strategies for 2022 – watch here.