Self Managed Super Funds (SMSF) Course
The Self Managed Superannuation Funds course is designed for advisers who need to know how to set-up, operate and comply with the regulatory requirements of operating a SMSF.
Focused on your Success
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 RG 146 Training Australia (formerly known as PS146 Training Australia) qualification 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.
“RG146 Training Australia simply makes our lives easier. Their professional problem-solving approach allows us to focus on other parts of the business; safe in the knowledge that RG146 graduates have what is takes to provide our clients with sound and accurate advice.” Charles Cavallaro, Professional Development Coordinator, Asgard, Securitor, St George
Course Outcome
The SMSF course will equip you with the specialist knowledge and technical skills to provide compliant 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
Who Should Enrol?
This course is suitable for advisers who are required to provide specialist knowledge in Self Managed Superannuation Funds.
Course Entry Requirement
Applicants must be RG146 compliant to provide advice in Superannuation and Managed Investments.
Course Structure
Competencies
- Invest Self Managed Superannuation Funds assets
- Support trustee in the selection and performance monitoring of outsourced services
- Provide advice in Self Managed Superannuation Funds
- Apply legislative and operational requirements to advising in Self Managed Superannuation Funds
- Apply taxation requirements when advising in Self Managed Superannuation Funds
Content
Self Managed Superannuation Funds Course
- Superannuation Basics
- Introducing SMSFs
- Forming an SMSF
- Obligations and Responsibilities of Trustees
- Contributing to an SMSF
- Investments by an SMSF
- Investment opportunities for an SMSF
- Pensions and Withdraws from an SMSF
- Estate Planning in an SMSF
- Winding up an SMSF
Assessment
This course is assessed via completion of multiple choice questions and a case study.
Course Options
This course is available for $550 per enrolment by self-paced Distance Learning or $1,100 to attend a Facilitated Workshop.
Enrol Now
- Call 1300 306 146 to speak to one of our trained consultants, or
- email enquiry@rg146courses.com.au for more information.
