SUPERCONCEPTS BRINGS YOU


2016 SMSF Pathways Course dates


PERTH 
Fri, 11 March 2016


ADELAIDE 
Tue, 22 March 2016

SYDNEY 
Fri, 18 March 2016


BRISBANE
Tue, 22 March 2016

MELBOURNE 
Fri, 18 March 2016



1/2 Day Entry-Level Workshop

This course is run as a half day workshop supported with interactive discussion, reference materials and online assessment.


SMSF Pathways provides a strong introduction to key SMSF learning areas. It is ideal for those wanting a working level knowledge of SMSFs to complement their on the job experience or for those contemplating becoming an SMSF practitioner.


Why should you attend?

To gain a better depth of knowledge around SMSF fundamentals, including:

  • The SMSF market and how it is regulated.
  • The structure of a complying SMSF.
  • The sole purpose test in practice.
  • Practical investment standards applying to SMSFs.
  • The mechanics of SMSF contributions and benefit payments.
  • SMSF specific taxation issues.
  • SMSF specific estate planning considerations.

Who should enrol?

  • Financial planners, accountants and para-planners that are primarily investment or administration focused or wanting a greater understanding of the sector and its strategic practicalities. This is a pathways program designed to provide a firm foundation for entry into our 3 day SMSF Specialist course.
  • Those supporting SMSF practitioners such as client service managers, office administrators or BDMs wanting a greater understanding and appreciation of the context for SMSF advice.

CPD/CPE Points awarded

  • FPA CPD points 3.75 with assessment (3.25 without assessment)
  • SMSF Association CPD points 5 with assessment (3.25 without assessment) 
  • TPB CPE points 3.75 with assessment (3.25 without assessment)

Format and cost

  • Duration: 3.5 Hours, 9:00 am - 12:30 pm.
  • Format: Classroom style/workshop.
  • Facilitator: David Busoli, National Manager, SMSF Education.
  • Refreshments: Morning tea, will be provided.
  • SMSF Pathways course attendance only: $275.