SMSF Adviser (Personal Advice)

Mentor Education
  • Awarded by
    Mentor Education (RTO 21683)
  • Qualification
    Short Course
  • Study Mode
  • Course Cost
  • Duration
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  • Payment Option
    Upfront payment
  • Duration
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  • Start Date
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  • Location

overviewCourse Overview

We recognize that employers are increasingly looking for candidates who are aware of the challenges of being a successful financial adviser. Often a candidate’s Qualification is the only evidence that they possess the technical knowledge and skills requirements to conduct themselves professionally as an authorized representative. Unfortunately, this can not be said for all training providers.

With Mentor Education SMSF Adviser course, you have confidence in the fact that you will be equipped with the skills and knowledge gained from a credible industry-endorsed program that employs best practice assessment standards, helping you graduate at the leading edge of your chosen field.

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What you'll learnWhat You'll Learn

In this SMSF Advisers course, the subjects you may study include:

  • 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


Why study withWhy Study With Mentor Education

Want to get into the field of finance? Perhaps you have years of experience and want to excel in a certain area? Whatever your goals, Mentor Education can help get you there! As one of Australia’s leading RG146 compliance training providers, Mentor knows what it takes to excel in the financial services and business industry.

With a key focus on delivering professional development courses at the highest quality, you can trust that you’ll get a valuable and enjoyable learning experience. Upskill and boost your qualifications with one of the industry’s finest when you study with Mentor Education.

When you become a student of Mentor Education you’ll have access to an experienced financial advisor who’ll offer you feedback and assistance throughout your time studying.

You’ll also receive the right tools to help build your career thanks to Mentor Education’s 12-month professional development subscription to their Career Pathway Program.

Where will it lead meWhere Will It Lead Me?

Upon successful completion of this SMSF Advisers course from Mentor Education:

  • you will achieve 21 CPD points to contribute towards your yearly CPD obligations.
  • Individuals who are RG146 compliant to give personal advice in Superannuation will be issued with a Statement of Attainment, listing the corporate regulator competencies achieved.
  • Individuals who do not hold the above or the Diploma of Financial Planning will receive a Statement of Completion.

How much will it costHow Much Will It Cost?

An upfront payment of $364 is required to enroll in this course. Enquire now to find out more!

Pre-requisitesWhat You'll Need To Get In

There are no prerequisites for this course.


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