SMSF Training

Length:  1.5 Sessions

A minimum number of 2 people per session apply.

We recognize 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 authorized representative.

We provide Self-Managed Super Fund (SMSF) program which is intended to give you essential information of the foundation, operation and administration of a SMSF. It particularly covers issues identified with tax assessment and home arranging, the means required in setting up an annuity from a SMSF and the distinctive techniques accessible for particular customer circumstances.

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

Under this program intermediate accounting skill will be require and selection criteria’s will apply.