SMSF Adviser
Course
Online
Description
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Type
Course
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Level
Intermediate
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Methodology
Online
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Duration
Flexible
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Start date
Different dates available
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Online campus
Yes
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Delivery of study materials
Yes
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Support service
Yes
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Virtual classes
Yes
Mentor Education's SMSF Adviser is designed for advisers wishing to meet the RG146 requirements of providing advice with regards to self-managed super funds (SMSF).
We recognise that employers are increasingly looking for candidates who are aware of the challenges of being a successful financial adviser. Often a candidate’s Qualification is the only evidence that they possess the technical knowledge and skills requirements to conduct themselves professionally as an authorised representative. Unfortunately, this can not be said for all training providers.
With a Mentor Education qualification or short course, you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.
Facilities
Location
Start date
Start date
About this course
The SMSF course will equip you with the specialist knowledge and technical skills to provide advice to clients on:
Forming a SMSF Obligations and Responsibilities of Trustees
Contributing to a SMSF
Investments by a SMSF
Pensions and Withdrawals from a SMSF
Estate Planning in a SMSF
Winding up a SMSF
This course is suitable for advisers who are required to provide specialist knowledge in Self Managed Superannuation Funds.
Individuals who are RG146 compliant to give personal advice in Superannuation will be issued with a Statement of Attainment, listing the corporate regulator competencies achieved.
Individuals who do not hold the above, or the Diploma of Financial Planning will receive a Statement of Completion.
Reviews
Subjects
- Superannuation
- Managed
- Introducing
- SMSFs
- SMSF
- Responsibilities
- Obligations
- Contributing
- Investments
- Withdraws
- Planning
- Pensions
Course programme
Self Managed Super Funds
- Part 1 Superannuation Basics
- Part 2 Introducing SMSFs
- Part 3 Forming an SMSF
- Part 4 Obligations and Responsibilities of Trustees
- Part 5 Contributing to an SMSF
- Part 6 Investments by an SMSF
- Part 7 Investment opportunities for an SMSF
- Part 8 Pensions and Withdraws from an SMSF
- Part 9 Estate Planning in an SMSF
- Part 10 Winding up an SMSF
This course includes nationally recognised units
SMSF Personal Advice
- Invest in self-managed superannuation funds assets
- Provide advice in self-managed superannuation funds
- Apply taxation requirements when advising in self-managed superannuation funds
- Apply legislative and operational requirements to advising in self-managed superannuation funds
- Support trustee in the selection and performance monitoring of outsourced services
Additional information
No hidden costs - $416.00
Self-paced - $520.00
SMSF Adviser