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

As a Smarter SMSF CPD Member, this document will help you access and navigate the Smarter SMSF Learn (training) Platform.

As a CPD Member, you have access to recordings of Webinars, Masterclasses and invites to upcoming CPD training events.

Associated event checklists, case studies, and activities can be accessed, along with completing assessments to gain accreditation and even awarding 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.

Some users may also hold a document subscription. The opening page may be the Dashboard.

3. Click the link to Learn > Webinars.

The Learn (training) Platform opens on the Dashboard. You can access several training areas. Webinars, SMSF Masterclasses, and Upcoming events. If you have purchased an SMSF course separately, you can access this area. The right side of the page displays your profile and the number of Courses undertaken, how many courses have been completed, how many certificates issued, and the total points awarded.

Webinars

4. Select the View Webinars link to enter the library of CPD webinars. A list of previously held Webinars is displayed. Associated recordings for each event are provided.

5. Click the arrow next to the Year to reset the numerical list of Webinars (refreshing the listing).

You can also complete the associated assessment for a Webinar and access any additional support materials (if they are located within the resources tab). Then, once your assessment is deemed passed, the system will generate a CPD certificate for you to download.

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.

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

7. 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.

8 Select the Lesson tab to watch the playbacks.