We hold regular Training Days in major centres to provide Induction and ongoing training for our Authorised Representatives.
The Dates for upcoming training are shown in the "Drop Down Box" on this page.
The Training day is free for Authorised Representatives of The SMSF Expert Pty Ltd. If you are not a member of our licensee a charge of $330.00 applies (this amount is refunded if you choose to join our Licensee group).
Please contact Matthew Morris at "firstname.lastname@example.org" or phone on 0402 515 007 for details of other scheduled dates or training requirements.
Some feedback from previous SMSF Expert Training Days:
“Excellent, clear & practical explanations and advice”
“Gave me a great understanding of where we are and where we need to head”
“Practical approach and solutions to solving how to apply SMSF advice in an accounting practice”
“Information was practical and can easily be applied to the business”
“Great to have access to Peter and Matthew’s expertise”
This Comprehensive day will cover:
- What the new rules mean for Accountants,
- How to provide SMSF advice in the new environment,
- When licensing is needed and where your authority starts and stops,
- What ASIC means when it refers to "Appropriate Advice",
- How to deliver compliant and relevant advice to your clients.
- How to deliver advice documents efficiently.
The day commences at 8:30am and concludes at 4:30pm.