SMSF Family Wealth Protection Accreditation Course - In Person

Dear Colleague,

For over 30 years I have trained accountants, advisers, and lawyers in the art and science of SMSFs. I built the very first SMSF courses, establishe d the SMSF Association, and authored the Guru’s Guide to SMSFs. Now, in 2025, the profession faces another seismic shift. Artificial Intelligence is transforming every corner of advice. Those who embrace it will lead; those who don’t will be left behind.

That is why I have fused my three-day SMSF Specialist Adviser Course with a purpose-built SMSF Strategist AI—a tool trained to deliver compliant strategies, cite legislation, test scenarios, and answer the “what if” questions your clients ask every day.

This is not just another course. It is the pinnacle of SMSF strategic education in Australia. Every participant, irrespective of their current level of experience, leaves in the top 1% of SMSF advisers in the country.

And now, for the first time, successful participants who also hold SAPEPAA accreditation can progress to become a Board Certified SMSF Family Wealth Protection Adviser—the highest recognition in the industry, proving your authority not only in SMSFs but in bloodline succession, estate planning and asset protection.

Why This Course Is Unmatched

• Created and delivered by Grant Abbott, the leading authority on SMSFs, succession, and family wealth planning.

• Backed by legislation and rulings, not marketing slides or theory.

• Reinforced by AI, ensuring every strategy you learn is repeatable, scalable, and client-ready.

• Pathway to Board Certification, positioning you at the absolute forefront of SMSF and family wealth protection advice.

Five Benefits You Cannot Afford to Miss

1. Top 1% Capability – Gain mastery in SMSF strategies, structures, compliance, and succession that instantly set you apart.

2. AI Advantage – Learn to harness the SMSF Strategist AI to draft strategies, test compliance, and produce client-ready explanations in seconds.

3. Future-Proofing – In an industry where regulation and technology are accelerating, being both SMSF and AI literate ensures you stay indispensable.

4. Client Impact – Walk out with proven strategies for contributions, pensions, Division 296 tax planning, SMSF Wills, family protection trusts and more.

5. Accredited Authority – With SAPEPAA accreditation, this course now unlocks your eligibility to become a Board Certified SMSF Family Wealth Protection Adviser, a title recognised as the highest mark of SMSF strategy and succession expertise in Australia.

A Final Word of Caution

The world of SMSF advice is shifting. Regulation is stricter. Family dynamics are more complex. Litigation is rising. And now, AI is the differentiator. Those who do not adapt will be overtaken by those who combine human wisdom with AI precision.

This course is your line in the sand. Step up, master SMSF strategy at the highest level, and enter the elite 1% of advisers who will shape the next decade of SMSF advice in Australia.

Do not get left behind.

Yours sincerely,

Grant Abbott

Author, The Guru’s Guide to SMSFs

Founder, SMSF Specialist Adviser Course

Chair, SAPEPAA | SMSF & AI Strategist

$5 of all ticket sales donated to our chosen charity. To find out more, click here.

LENGTH:

3 Days

CPD:

25 hours - SAPEPAA, TPB and CAANZ plus 3 hour Professionalism, 3 Hour client care and 5 hours ethics and 14 hours technical