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SMSF Adviser

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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 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:

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

Units of Competency

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.

Personal Advice

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

$416.00

$520.00 SAVE!
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Workshop
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  • Interactive learning
  • experienced facilitators
  • National Workshops

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Terms and Conditions
* This offer is only for select online Certificate, Diploma, Advanced Diploma qualifications and Short Courses and Skill sets listed on this web page and requires full upfront payment. No payment plans available for discount offer. No discounts available for Workshops. To be eligible for discounts, you will need to have fully paid for your course enrolment before 31/10/2018, 4pm AEST. Cannot be used in conjunction with other offers/existing quotes or applied to past enrolments. Enrolments must be completed online using either the Enol buttons and links on this page or links provided by your Course Adviser. Discounts are based on recommended retail price listed on the Mentor Education website as at 01/10/2018. Excludes all workshops; online study only. Offer ends either prior to the 31/10/2018 or when removed from this website.

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TESTIMONIALS

Great company to complete online learning with.
Education had a flexible approach to my programme and helped me with all my queries. I know I have taken a few years to complete my DFP but it was worth the time since I had no cut off time. I am planning in doing my ADFP soon. I would recommend "Mentor Education" to anyone that is interested.

Nancy Gansalvez

You can actually talk to a Teacher!
I completed my Diploma of Financial Planning RG 146 with Mentor last year long distance while still working, they were very helpful and there when ever I needed help. You can actually talk to a Teacher or email them. They are polite and always check by email to make sure you were happy with their help, and to email back if not. Great 110% service. I had to use "another company " for another course because the Boss paid for it and honesty there was 0 service, no teachers at all and rude/money hungry people.

Andrew Hughes

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