Professional education for SMSF custody framing, ownership evidence, trustee control, valuation, audit evidence, workflow boundaries and escalation awareness.
Learning Path
Module 1: Digital Assets in SMSF Context
Module 2: Trustee Responsibilities & Governance
Module 3: Custody & Ownership Evidence
Module 4: Wallet & Exchange Documentation
Module 5: Valuation & Reporting
Module 6: Audit Evidence & Auditor Variability
Module 7: Workflow Integration & Escalation
Module 8: Risk Framing & Role Boundaries
Module 9: Enterprise / Firm Overlay Inputs
Module 10: Bringing the SMSF File Together
Course Summary
- Build a practical understanding of digital assets in a regulated professional context.
- Work through each module in sequence, then complete the final assessment to confirm your result.
- Successful completion provides certificate evidence you can reference for CPD purposes.
- Accredited by the SMSF Association for 3.25 CPD hours
