POWERED BY MOMENTUM MEDIA
SMSF grad cert launches
Kaplan Professional has partnered with the SMSF Association to launch a graduate certificate in self-managed superannuation funds (SMSFs).
The qualification will allow students to explore behavioural finance to gain insights into investment decision-making to develop specialist knowledge and best practices when guiding trustees through the three stages of the SMSF lifecycle, enabling advisers to develop critical thinking, problem-solving and communications skills the super sector.
Kaplan Professional chief executive, Brian Knight, said "as SMSFs continue to grow not only in number but in value, more trustees are seeking advisers who will help manage their fund".
"The qualification would be well suited to those with professional accreditations looking to develop further capacity to work with clients who have SMSFs and those wanting to add a specialisation to their financial qualifications," he said.
Also commenting, SMSF Association head of education, Liz Ward said the program would enable students to attain an academic qualification but also the Association's industry designations.
Individuals are required to complete three core subjects and one elective subject.
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
Global X GlobalX FANG+ ETF
33.51 3 y p.a(%)
2
Spire Oaktree Opportunities XI Second Close
32.68 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.62 3 y p.a(%)
4
Spire Oaktree Opportunities XI First Close USD
31.36 3 y p.a(%)
5
Fidante Credit Suisse Global Private Equity
29.60 3 y p.a(%)
