Introducing “SMSF Training Group” – in partnership with I Love SMSF, offering formal accreditation as well as its own accreditation for Family SMSF Advisers.

SMSF TRAINING GROUP SPECIALIST ACCREDITATION

The SMSF Training Group Specialist Accreditation is made up of 9 short courses designed to provide a comprehensive in-depth look at various topics relating to SMSFs.  The online short courses are packaged into independent modules including all of the following elements:

  • Specific topic content
  • Additional audio-visual resources providing valuable topic insights
  • Relevant ATO rulings and guidelines
  • Applicable legislation
  • Self-guided Knowledge Checks (does not form part of assessment)
  • An assessment (in the form of a quiz) – to validate CPD and accreditation achieved

The course is designed for both entry level and advanced SMSF advisers looking to refresh their strategy knowledge and gain CPD hours.

Upon completion of the SMSF Training Group course, participants will be awarded with up to 53.5 CPD hours consistent to the new FASEA CPD rules and the LightYear Group CPD policy.

EXISTING SMSF TRAINING GROUP STUDENTS: Click here to login to the Learning Management System or visit www.smsftraininggroup.com

The SMSF Training Group Learning Management System

  • Easy to navigate curated content
  • Self-guided Knowledge Checks at the end of each topic
  • Accessible and fully responsive eLearning on any device
  • Self-paced learning

What courses will be covered under the SMSF Training Group Specialist Course?

  • Introduction to SMSFs, Family SMSFs and Strategic Thinking
  • The Law and SMSFs
  • Family bloodline SMSF Planning
  • Contributions & Excess Contributions
  • SMSF Investments, Investment Strategies & Compliance Laws
  • In-House Assets & Borrowings
  • Taxation of a SMSF
  • Accessing Superannuation Benefits
  • SMSF Estate Planning

FREQUENTLY ASKED QUESTIONS

Q) How do I enroll in the SMSF Training Group Specialist Course?

Proceed to the I Love SMSF Shop and purchase the full 9 courses bundle or select from the individual courses listed. Once you have completed your purchase, a representative from I Love SMSF will contact you and provide you with instructions on how to login to the education portal and complete your course. The course notes are all available online however a print option is available to you should you wish to print these notes.

Q) Do I receive CPD Hours upon completion of this course?

This course offers 30 CPD hours with the SMSF Association, and 53.5 CPD hours with the Financial Planning Association of Australia.

Q) Can I complete single courses or do I need to complete all 9 courses?

You can purchase all 9 courses for $795 or individual courses for $99 each. CPD hours will vary depending on what course or courses you choose to enroll in.

Q) What happens after I complete the course or courses?

Upon completion of the courses you will receive an SMSF Training Group Specialist Accreditation certificate, relevant CPD hours, and an SMSF Training Group SMSF Specialist badge that you are able to show on your email or website to support your knowledge as a true SMSF strategist. The badge is only provided to participants who complete all 9 courses.

Q) What nationally approved competencies does the SMSF Training Group Specialist Course cover?

Competency list

FNSASIC301    Establish client relationship and analyse needs

FNSASIC302    Develop, present and negotiate client solutions

FNSINC501      Conduct product research to support recommendations

FNSIAD502      Provide appropriate and timely information and advice to clients

FNSASICT503  Provide advice in managed investments

FNSASICU503 Provide advice in superannuation

FNSASICW503 Provide advice in securities

FNSASICX503  Provide advice in life insurance

FNSCUS505    Determine client requirements and expectations

FNSCUS506    Record and implement client instructions

FNSSMS501    Invest self-managed superannuation funds assets

FNSSMS505    Support trustee in the selection and performance monitoring of outsourced services

FNSSMS601    Provide advice in self-managed superannuation funds

FNSSMS602    Consider taxation requirements when advising in self-managed superannuation funds

FNSSMS603    Apply legislative and operational requirements to advising in self-managed superannuation fund

Need more information?

For more information about the I Love SMSF & SMSF Training Group SMSF Specialist Accreditation, please enter your details below and we will be in contact within 24 hours.