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.

With a RG146 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 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

CPD Hours

Upon successful completion of this online course, you will achieve 7.25 accredited CPD points to contribute towards your yearly CPD obligations. What is CPD? Click here

Who Should Enrol?

This course is suitable for advisers who are required to provide specialist knowledge in Self Managed Superannuation Funds.

Course Entry Requirement

This course is open entry.

Upon successful completion of this course:

• Individuals who are RG146 compliant to give personal advice in Superannuation will be issued with a Statement of Attainment, listing the ASIC competencies achieved.
• Individuals who do not hold the above, or the Diploma of Financial Planning will receive a Statement of Completion.

Course Structure

Competencies

Content

Assessment

Course Options

This course is available for $520 by self-paced online Distance Learning.

Course Duration: Assessment tasks must be completed within six (6) months of enrolment.

Student Support: Students have access to an experienced facilitator/adviser for technical support by email or telephone from 9am – 5pm, Monday to Friday.

Enrol Now

• Download an enrolment form
• Call 1300 306 146 to speak to one of our training advisers, or
• Email learn@rg146.edu.au for more information.