SMSF Specialist Advisor Training

Growth of SMSF sector

In the five years to 30 June 2011, SMSFs have been the fastest growing sector of the Australian superannuation industry.

During this period total super assets grew by 45%, while SMSF assets grew by 89%.

The SMSF sector contributed the largest proportion with 47% of the total 45% growth in super assets which can be seen in the figure Total superannuation growth by fund type below.

The overall growth in SMSF asset holdings can be attributed to continued establishment of new SMSFs, annual contributions and net rollovers into SMSFs and investment earnings.

Total superannuation growth by fund type

Growth by fund type

Source: Self-managed superannuation funds: A statistical overview 2009-10

Tap into this emerging market

With such incredible growth in the past five years, the Australian SMSF industry is now worth in excess of $1 Trillion dollar and is expected to top at $2.6 Trillion by 2028.

Such a significant shift to SMSFs presents qualified financial advisors with an excellent opportunity to increase the range and quality of the financial services they offer their clients as more and more people move their superannuation into SMSFs.

Learn from the best

Grant Abbott has been conducting specialist SMSF Adviser courses since 2001 and is regarded as one of Australia's foremost SMSF experts.

Participants not only get to train with the best and most experienced SMSF trainer in Australia but by the end of the course participants will start thinking like Grant and have full access to the suite of tools that Grant has built up over more than a decade of work.

Get qualified online today

SMSF Strategies now offers Specialist SMSF Adviser training online.

Mapped to Australian Securities and Investment Commission's (ASIC) specialist standard for "providing advice on SMSFs" - the Regulatory Guide 146 (RG146) - this course is essential for individuals wanting to sell SMSF related financial products in Australia.

Our Specialist SMSF Adviser training course will not only increase participants level of knowledge and understanding of SMSFs and the laws and regulations covering SMSFs but also accelerate their ability to build SMSF strategies and most importantly of all advance their SMSF career or business.

With resource materials and videos aplenty, this package can also be bundled with up-to-date ongoing training through a continuous professional development (CPD) program.

Our money back guarantee

Grant is so sure that this will be the best course that you have ever attended on-line that he will guarantee to refund your full registration fee if at the end of the course and having completed all the assessments the course did not teach you at least five new strategies to profit from!

And Grant makes this guarantee to his former students - the depth of learning in this course is unparalleled even comparing to the high strategic standards of the SMSF strategies RG 146 face to face course.

Certified RG146 Specialist SMSF Advisor training

Register today

This is the best work that I have ever done in 18 years as a SMSF Trainer and Presenter.

New tools and technology makes this the most comprehensive specialist SMSF Adviser course ever assembled.

Grant Abbott BEc LLM


Specialist SMSF Advisor training includes...

Legislative framework

Learn the SMSF definitional rules, such as what is an Australian super fund and how to cover for secondees and overseas residents. Understand what to do with children, Enduring Power of Attorneys (EPOA) and what to have in place just in case of death

Strategy development

How to use the five point SMSF Strategy wheel to make strategy creation easy and compliant!

Develop a strategy that meets the needs of the members of the fund and the Trustee, covering all requirements including an LRBA

Transfer of assets

How to transfer assets from related parties to a SMSF using a mix of contributions, cash and borrowing incuding business real property such as commercial, residential and land where the conditions fit.

Set up and governance

How to review a trust deed and comparing trust deeds across a wide range of clauses including binding nominations, membership, trusteeship, payment of pensions, contributions and much more.

Contributions

Fully understand all the financial requirements for SMSFs such as concessional, non-concessional, in-specie, deed requirements, deemed contributions, the Commissioner's ruling, deductions and excess contributions cap.

Borrowing with your Super

The requirements under a Limited Recourse Borrowing Arrangement (LRBA) including how to complete a SMSF borrowing using the 20 point LRBA checklist.

Learning the SIS Act compliance guide and how the sole purpose test has been opened up to allow property development and share trading businesses to be run within a SMSF.

Reserves

Learn what Reserves are, when to use them and how to build appropriate documentation.

Pensions

Extend your super beyond death, learn about the real Transition to Retirement Income Stream (TRIS), how to overcome problems with older pensions, and understanding the difference between account based and auto-reversionary pensions

Taxation

How to best use all the taxation benefits in the fund including the tax exemption for pension assets, deductions for death benefit payments, anti-detriment payments and possibly self insurance reserves

Estate Planning

What are the laws, the cases and which is best approach - the SMSF Will or the auto-reversionary pension? Learn how to build a SMSF Will with your own course template

CERTIFIED RG146 - ONLY $1,295

Includes all course materials, online assessment, certificate of attainment and access to our extensive library for 2 years PLUS access to the RG 146 Participants Forum.

Register today
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