Self-Managed Super Funds (SMSF) Adviser

Provider Mentor Education
Course Outcome 15 CPD points
Study Mode Online
Duration Max. 6 months
Start Date Anytime – start today!
Cost $520.00
  • What you'll learn


    Expand your skillset and gain authorisation to provide personal advice in relation to superannuation in this online Self-Managed Super Funds Adviser course.

    Delivered by Mentor Education, the course is designed to equip you with the knowledge you need to advise clients on the best practices in relation to setting up, operating and complying with the regulatory provisions of an SMSF.

    You’ll cover specialist components including providing compliant advice on forming and contributing to an SMSF, the obligations and responsibilities of trustees, pensions and withdrawals from an SMSF, estate planning in an SMSF and winding up an SMSF.

    This course meets the requirements of ASIC’s RG146 guidelines, and will see you awarded with 15 SPAA accredited CPD points.

  • Ideal for


    There are no formal entry requirements for this course. It is best suited to professional advisers who are required to provide personalised advice in self-managed superannuation fund management.

  • Career Outcomes


    If you have already completed a Diploma of Financial Planning or are RG146 compliant to provide personal advice in superannuation, you will be issued a Statement of Attainment. Individuals who do not hold the above will receive a Statement of Completion. You will also be awarded with 15 SPAA accredited CPD points.

  • Course Content

    • 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
  • Payment Information


    Ready to get started straight away?

    Pay and enrol for this course through our quick and secure checkout system. MasterCard, Visa and PayPal accepted.

  • Why Mentor Education?


    Mentor Education is one of Australia’s leading RG146 compliance training providers for the financial services industry. By specialising exclusively in this field of training, Mentor is able to focus on delivering professional development courses of the highest quality. Thanks to their flexible delivery options, you can complete a nationally recognised qualification in financial planning entirely online, and without disrupting your career. Take advantage of Mentor Education’s long-standing industry reputation and commitment to ongoing professional development by enquiring about a course today.

    As a student of Mentor Education, you’ll receive access to an experienced financial adviser Monday to Friday, 9am-5pm by telephone and email, so you’re always assured of timely feedback and assistance.

    Students of this program will also benefit from complementary inclusion of Mentor Education’s Career Pathway Program. This comprehensive suite of career-building tools includes a 12-month professional development subscription, association membership and regular updates on industry news and events.