SMSF Adviser

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 21 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:

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.