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SMSF Adviser

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).

SMSF Association Accredited

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 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.

Course Outcome(s)

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 15 CPD points to contribute towards your yearly CPD obligations.

RG146 Registered

Mentor Education’s courses offer more than just compliance training that meets the requirements of Regulatory Guideline 146 (RG146). They are designed to engage and challenge, so that you or your advisers are equipped with both the skills and knowledge required to deliver quality advice outcomes to your clients.

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 corporate regulator competencies achieved.
  • Individuals who do not hold the above, or the Diploma of Financial Planning will receive a Statement of Completion.

SMSF course will equip you with the specialist knowledge and technical skills to provide compliant advice to clients on:

Self Managed Super Funds

  • 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

Competencies

This course includes nationally recognised units

SMSF Personal Advice

FNSSMS501 Invest in self-managed superannuation funds assets
FNSSMS601 Provide advice in self-managed superannuation funds
FNSSMS602 Apply taxation requirements when advising in self-managed superannuation funds
FNSSMS603 Apply legislative and operational requirements to advising in self-managed superannuation funds
FNSSMS505 Support trustee in the selection and performance monitoring of outsourced services

Assessment

We have designed our assessment activities in line with best practice standards to help you deliver quality advice outcomes to your clients. Assessment includes:

  • Multiple choice knowledge test for each part.
  • Short answer responses to a practical case study.

Our friendly and experienced team will provide support and assessment feedback as you progress through your studies.

FLEXIBLE DELIVERY OPTIONS: NATION-WIDE

Mentor specialises in providing professional education and training services to you anywhere, any-time. We appreciate that learning needs differ for each individual and organisation, which is why we allow you to select the approach that works best for you.

Study Online, Workshop or customised In-house Training and start this Monday at 11 am with an Induction Webinar.

Personal Advice

Study Online, Workshop or customised In-house Training and start this Monday at 11 am with an Induction Webinar.

Online
  • No hidden costs
  • Self-Paced
  • start anytime
  • Online assessment
  • 1300 phone support

$520.00

ENROL NOW
Download Enrolment Form
and Payment Form

Enrol by 5pm Friday, to access our induction webinar 11am Monday

Workshop
  • No hidden costs
  • Interactive learning
  • experienced facilitators
  • National Workshops
  • Catering provided

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EXPRESS INTEREST
Download Enrolment Form
and Payment Form

Workshop spaces are limited, so book your spot to avoid disappointment

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TESTIMONIALS

..Mentor Education’s assistance with helping me with both Diploma of Financial Planning and the Adv. Diploma of Financial Planning has been fantastic. I really appreciate their guidance and assistance with helping me obtain my qualifications. Your prompt email responses to my queries are also greatly appreciated..

Linda Pfitzner
Client Service Manager
Leading Australia Bank Financial Planning

..Mentor Education 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 Mentor graduates have what is takes to provide our clients with sound and accurate advice..

Charles Cavallaro
Professional Development Coordinator
Leading Australian Bank

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