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Australia’s super industry is the 3rd largest private pension fund market in the world. As it continues to grow, so will the need for experienced, skilled advisers. Advanced Superannuation builds on a working knowledge of super to develop insights and expertise across a broad range of issues.

With Australia’s superannuation industry continuing to grow - especially in SMSF (Self Managed Super Funds) - it’s vital that tax practitioners build their knowledge of the complex strategies, risks and issues.

Advanced Superannuation has been developed by experienced tax experts to provide an academically rigorous, yet thoroughly practical, working knowledge of super.

Delivered over a series of modules, this subject provides extensive training on contributions, pensions, the investment rules, the taxation of superannuation funds, retirement planning opportunities and estate planning with respect to SMSFs.

ATL007
6 credit points
30 CPD hours
$1,650
distance
13 weeks
advanced
2 study periods

1300 TAX EDU
(1300 829 338)

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Elective subject in the Graduate Diploma of Applied Tax Law

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Complete the TPB approved Course in Commercial Law

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Gain skills that are directly applicable to the workplace

Get Your Information Pack

Complete the form with your details to receive an email with expanded program overviews and exclusive sample learning materials.

"[The Tax Institute] balances technical material and practical application, bridging academia with the practice of tax law."

Rachel Vijayaraj, ATI, Brown Wright Stein Lawyers

"The weekly webinars and on line study format made it possible to combine the course work and full time work."

Wendy Miller, FTI, Damien Greer

“Studying with The Tax Institute gave me the confidence to understand and tackle detailed taxation issues.”

Mathew Coombes, CTA, Borough Australia Pty Ltd

“What I learnt I was actually applying every day to my work with my clients and the notes I received are now my tax bible.”

Lauren Whelan, HLB Mann Judd

“The topic areas covered provided me with technical knowledge on areas of tax which I could apply to real life situations.”

Geoff Tierney, CTA, ESV Chartered Accountants

“The fact that active and highly experienced practitioners are teaching the course content has been invaluable to me.”

Erin Shields, Dixon Advisory

 

Learning outcomes

ATL007 Advanced Superannuation will help candidates to identify the appropriate superannuation strategy for employees and employers, while ensuring compliance with the superannuation guarantee contributions.

Who is this for?

  • accountants who wish to advise on SMSFs
  • estate planners
  • financial advisers
  • lawyers
  • lawyers who wish to specialise in superannuation
  • tax professional advising high net worth clients.

Entry requirements

  • 1. hold current membership of The Tax Institute1
  • 2. hold an Australian degree or diploma in:
    • a. accounting; or
    • b. commerce; or
    • c. finance; or
    • d. law; with
    • e. tax or commercial law subjects
  • 3. have completed CTA1 Foundations, CTA2A Advanced and CTA2B Advanced subjects, or an equivalent qualification from The Tax Institute’s accredited education provider register.
  • 4. meet English language requirements if the language of instruction for your 6 years of high school qualifications was not English.
  • 5. have at least 12 months’ relevant Australian tax or tax law experience.

1. [A discounted membership is available at the time of enrolment for all new members. Membership fees attract GST. Membership will expire on 30 June. Find out more about membership benefits and resources]

Learning outcomes

On completion of ATL007 Advanced Superannuation you will be able to identify and provide expert guidance on the appropriate superannuation strategy for employees and employers while ensuring compliance with the superannuation guarantee contributions including income tax deductions and treatments and SMSFs.

Subject structure

Modules

  • types of contributions
  • contribution refund provisions & division 293 tax 
  • employer obligations
  • corporate restructures
  • taxation of superannuation funds
  • exempt current pension income
  • investment provisions
  • benefits on pre-retirement and retirement
  • benefits on death.

Modes of study

Distance study

Distance study utilises group web/teleconference tutorials every 2-3 weeks.

Assessment-only study

Assessment-only study allows candidates to accelerate their studies by progressing directly to the assessments for the subject based on prior study, qualifications and experience.

Candidates will only receive access to past exam papers and online checkpoint tests prior to the exam.

Enrolment inclusions

Resources made available to a candidate (excluding assessment-only study) are:

  • access to an online learning portal
  • study materials (soft copy)
  • access to Legal Research and Reasoning Course
  • access to J Sanderson, 2014 SMSF Guide: current issues and strategies for the self-managed funds adviser, 6th edition, online publication
  • access to The Tax Institute’s TASA 2009 and the Code of Professional Conduct online module
  • complimentary subscription to The Tax Institute’s Tax Knowledge eXchange for the duration of the subject
  • recorded webinars
  • online checkpoint tests
  • past exam papers (where applicable)
  • email access to a subject convenor for technical questions
  • access to a Tax Research session to build research skills
  • access to effective business writing skills module
  • support from trained subject coordinators.

Assessment structure

Assessment taskPass markWeighting
Online checkpoint tests 50% 10%
Exam (3 hours) 50% 40%
2,500-3,000 word assignment 50% 50%

Please note that all assessment tasks must be passed in order to complete the subject.

Recognition

Tax profession and employer

The Tax Institute is a not-for profit membership-based organisation which has been supporting and educating the tax profession for over 70 years. With over 12,000 members ranging from graduates to tax experts in the Big 4, mid-tier and SME firms, The Tax Institute is known as Australia’s leading educator and professional association in tax.

All subjects are designed and delivered by leaders in the tax field, providing candidates with flexible and applicable knowledge which can be used immediately in the workforce. As a higher education provider, our subjects hold recognition with other learning institutes, the Tax Practitioners Board, and other accounting and international bodies.

Recognition of prior learning (RPL)

RPL is a process for providing candidates credit for prior learning gained from The Tax Institute’s accredited education provider register. To apply for RPL, please complete the RPL form. 1

If you believe that your subject is the equivalent of one of The Tax Institute’s subjects, but it is not on the register list, please contact the Education Adviser team for further information about your RPL application.

Advanced standing

Advanced standing is a process of transferring credits from subjects you have previously completed with The Tax Institute. To apply for advanced standing, please complete the advanced standing form.

1. [Please note from 1 February 2016, all RPL applications will incur a fee per application.]

Your tax professional instructor

Jemma Sanderson, Subject convenor

Jemma Sanderson, Subject convenor

Jemma Sanderson is a Director of Cooper Partners Financial Services, heading up their self-managed superannuation fund specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support and consultancy to accounting, legal and financial planning groups. Jemma has a Bachelor of Commerce from University of Western Australia and is a Chartered Tax Adviser, a Certified Financial Planner and a specialist member the Self-Managed Superannuation Fund Professionals Association of Australia (SPAA). Jemma is a regular presenter throughout Australia on the topics of superannuation and SMSFs. Jemma presented the National Superannuation Roadshow for the Tax Institute across Australia from 2008 to 2013 and is heavily involved with the Institute, previously as Chair of WA’s State Council, as a member of technical and conference committees, and as the author of the SMSF Guide, currently in its eighth edition.

Timetable

Subject Study period 1 Study period 2 Study period 3
ATL007 Advanced Superannuation check check close
file_download Timetable (PDF)

Call us at 1300 TAX EDU (1300 829 338) or email us.

Fees

ATL007 Advanced Superannuation1
New member fee2 $300
Subject fee3 $1,650

View our structured education policies

1. [Prices are per subject.]
2. [To enrol in an education subject it is a requirement to become a member of The Tax Institute. All new members will receive Affiliate membership valued at $454.00 upon enrolment (Fellow membership required for CTA3 Advisory) until June 30 in the subsequent calendar year. You are also eligible to upgrade to voting membership valued at $649.00 for no additional cost if you meet the required membership eligibility criteria. Attracts GST, price quoted is GST inclusive.]
3. [Subjects accredited within the Graduate Diploma do not attract GST.]