The Smarter SMSF Learn (training) Platform (member only access)

This document will assist you to access and navigate the Smarter SMSF Learn (training) Platform.

As a Member (either you have a CPD Regular subscription or are part of a team that has a CPD Business subscription), you have access to Webinars, Masterclasses and upcoming events.

Associated event checklists, case studies, and activities can be accessed along with completing assessments to gain accreditation and even awarded CPD hours with the Platform to generate and house CPD Certificates. There are no time limits and you can log in at any time to complete assessments, review materials or utilise the Learn platform as a resource library.

1. Go to the Smarter SMSF website: https ://smartersmsf.com/ , from the top menu.

2. Select Login and then Platform Login.

You are now logged into the Learn (training) platform. Your Dashboard displays the various training areas. As a member, you can access various areas such as Webinars, Masterclasses and upcoming events.

If you have purchased an online SMSF Course, students can then access either (the purchased) SMSF Foundations or Essentials Course.

Webinars

3. Selecting Webinars you enter the library of CPD webinars where you can select a Webinar playback. You can also complete the associated assessment for the Webinar and access any additional support materials. Once assessments are deemed passed, the system will generate a CPD certificate.

Resources associated with an event

Both the Tax Planning webinars held in May 2023 and May 2024, can be accessed via the Webinars area for the playback recordings, associated assessment for gaining CPD awarded knowledge hours, and the additional resource of the Tax Planning checklists.

4. Select the Lesson tab for access to the playback recording.

5. Select the Materials tab to download the Checklist.

Masterclass

Members can access the Masterclasses from August, November 2023 and June 2024. Work at your own pace to access the Case Studies and Activities. Even if you complete the assessment for the associated Masterclass, the system notes you have Enrolled or Completed tasks, you can continue to enter the Masterclass to review materials or look up information.

6. Select the Lesson tab to watch the playbacks.