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.