SMSF Personal Advice Solution

Are you an Accountant wanting to give advice on Self-Managed Superannuation Funds?

Under the FoFA* reforms the removal on 1 July 2016 of the accountants' exemption requires you to demonstrate that you have completed the necessary training and are authorised under an AFSL to give Personal Advice in relation to Self-Managed Superannuation Funds ('SMSF'). Pinnacle’s SMSF Personal Advice course is designed to provide you with the requisite training to meet ASIC RG146 minimum standards to provide Personal Advice on Superannuation and Self-Managed Superannuation Funds.

 

   
Delivery method Online/face-to-face workshop
Assessments

Online Multiple Choice Questions (80 questions over 10 chapters)

Assignment (Complete a Fact Find and a Statement of Advice from a case study)

Skills Assessment Interview
Education support

Comprehensive course notes

Workbooks online with answers for practising your skills and knowledge

Unlimited Education Support via email or phone from our team of assessors

Student Support from enrolment to completion by our team of student advisors
Study duration 6 months/2 day workshop
Timeframes

Assignments can take up to 21 days to assess;

Skills Assessments can take up to 14 days to arrange;

Issuing certificates/RG146 Compliance Letters can take up to 21 days.

Payment options/ Fees1

NTAA Member2: eLearning, $600/workshop, $1500

Non-member: eLearning, $750/workshop, $1700
Printed materials3, $45

Nationally accredited Yes 

1for more information about payment options please refer to the Enrolment Form. 
2 visit the NTAA website for more information on becoming a member.
3 printed materials are included in the workshop price and are an optional extra for eLearning.

* As part of the FOFA (Future of Financial Advice) reforms, accountants, as of 1 July 2016 now need to be authorised under an AFSL to provide advice on SMSFs. Under an AFSL, accountants can provide advice regarding SMSF set up, pensions, closures, rollovers, withdrawals and consolidation involving SMSFs and members’ other retail superannuation funds. 

 

Focus

Areas covered by our SMSF program:

  • ASIC knowledge and skills requirements
  • Full understanding of SMSFs
  • Contributions, transfers and taxation effects
  • Income streams
  • Trustee rules and responsibilities
  • Investment rules and strategies
  • Financial services legal and regulatory requirements
  • Use of Fact Finders
  • Creation of an effective Statement of Advice (SoA)
  • Skills for providing advice on SMSFs
  • RG146 requirements and compliance

Assessment only options are available for this course. Please refer to the brochure for more information or Contact Us. 

Benefits

This qualification will ensure that you meet all the necessary financial education standards for offering advice on SMSFs. Completion of this course will enable the student to apply for or be licensed under an Australian Financial Services License ('AFSL'), to then be able to provide SMSF advice.

 

 

Brochures

  • SMSF Personal Advice Brochure

Contact Us

  • Pinnacle Financial Services Academy Pty Ltd
  • 29-33 Palmerston Cres
  • South Melbourne VIC 3205
  •  
  • Phone: 1300 782 822
  • International: +61 2 8014 3350
  • Fax: 1300 794 820
  • RTO Provider Number: 91217
  • ABN: 74 116 541 256
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