By 2015 SMSF assets will top $1 trillion and SMSF accountants and financial planners will only be able to provide advice on SMSFs having met specialist competency standards.  To that end the government reviews into SMSF have recommended that by 2012 any person providing SMSF advice to clients – whether an accountant or financial planner should have completed specialist RG 146 SMSF adviser training.  At the moment many financial planners have completed generalist SMSF training however the Cooper Panel has recognised that this is not sufficient given the $400 billion in SMSF assets – those planners will need to update their competency standards.       

In addition the Government has announced that accountants will need to be licensed to provide SMSF advice by 2012 which will include being trained to the relevant specialist competency standard.

The SMSF Strategies RG 146 specialist SMSF Adviser Course conducted by Grant Abbott is registered with ASIC.  Unlike other SMSF adviser courses and Financial Planning courses and diplomas the SMSF Strategies course is set at a specialist level ensuring that participants can read, understand and apply the law as well as the read and understand a fund trust deed – key components of specialist SMSF advice.  This will be the requisite standard in years to come. The six important benefits in completing the SMSF Strategies RG 146 Specialist SMSF Adviser Training include:

1.      The only training created and conducted by Grant Abbott, Australia’s leading SMSF trainer, author and presenter;

2.      Learn intimately about the latest SMSF strategies including establishing a family super fund, limited recourse loans, fund control, SMSF Wills, auto-reversionary pensions, reserves, earnings streaming within a fund and several important Commissioner’s statements and rulings including running a business from a fund, limited recourse lending and business real property;

3.      RG 146 accredited for specialist SMSF advice purposes for more than four years;

4.      Extensive notes, opportunity to ask questions, interact with fellow participants and learn at your own pace;

5.      Refreshments, lunches, afternoon ice-creams and cocktail drinks on Wednesday night included in the course fees.