Engaging face-to-face workshop hosted by industry experts in small class sizes. There is an in-depth focus on SMSF strategies to provide participants with the competitive edge needed to build successful client relationships.
Specifically designed for recognised accountants who are currently working in, or about to commence work in, the financial services sector. It enables individuals to build on their existing skills and provide advice on SMSFs while meeting the Tier 1 RG 146 training requirements for superannuation.
Designed to provide individuals with a fundamental knowledge of the establishment, operation and management of an SMSF. It specifically covers issues related to taxation and estate planning, the steps involved in setting up a pension from an SMSF, and the different strategies available for specific client situations.
For those wanting to get an overview of the superannuation industry with a focus on SMSFs, the fastest growing segment of the superannuation industry. It provides individuals with an understanding of the contribution rules and conditions, and the investment restrictions that apply to SMSFs.
Tailored to various levels of industry experience, Kaplan Professional provides a wide range of courses and training solutions to help individuals gain the confidence and skills needed to succeed in Australia’s fastest growing sector of the superannuation industry. To determine the appropriate course for you, please select one of the options below.