POWERED BY MOMENTUM MEDIA
Deakin and Kaplan to offer SMSF adviser designation
The SMSF Association (SMSFA) has entered into new partnership agreements with Kaplan Professional and Deakin University to offer its SMSF Specialist Advisor designation (SSA).
The partnership would allow students to complete the SSA educational requirements as an elective unit in their respective Master of Financial Planning degrees.
SMSF Association chief executive, John Maroney, said self-managed superannuation fund (SMSF) advice should be underpinned by specialist education.
“These new partnerships offer a professional pathway for financial planning students wanting to obtain both a Master of Financial Planning degree and the SMSF Association’s SMSF Specialist Advisor designation,” Maroney said.
“Students who successfully complete this elective may be eligible to have their SMSF Association membership upgraded to specialist member status and be able to use the SMSF Specialist Advisor designation – the symbol of excellence in a dynamic and rapidly-growing SMSF sector.”
Brian Knight, Kaplan Professional chief executive, said Kaplan was committed to offering more opportunities and support to advisers.
“Now being able to choose the new elective unit, which not only counts towards our Master of Financial Planning but provides access to the coveted SSA designation, is another incentive for advisers who are seeking to further specialise in their career,” Knight said.
Marc Olynyk, Deakin University financial planning program director, said: “The SMSF sector is one of the fastest growing sectors of the superannuation industry and having a recognised designation to provide professional and competent SMSF advice is becoming increasingly important for advisers”.
Recommended for you
The impact of identity theft and its threat to superannuation savings were highlighted in a case that went before the Federal Court at the end of 2023.
A recent NSW Supreme Court decision is an important reminder that while super funds may be subject to restrictive superannuation and tax laws, in essence they are still a trust and subject to equitable and common law claims, says a legal expert.
New research from the University of Adelaide has found SMSFs outperformed APRA funds by more than 4 per cent in 2021–22.
The SMSF Association has made a number of policy recommendations for the superannuation sector in its pre-budget submission to the government.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI Second Close
61.07 3 y p.a(%)
2
Spire Oaktree Opportunities XI First Close USD
59.21 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.73 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
30.15 3 y p.a(%)
5
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
26.71 3 y p.a(%)
