Let us create a workshop especially tailored to you, covering the topics that are relevant to your business, at a time that suits you and your employees.

We understand that getting out of the office at times that scheduled courses run can sometimes prove difficult. We also understand that individual firm’s needs vary when it comes to advising in the SMSF space.

Our ability to tailor workshops and programs can assist in making things that little bit easier and ensures you receive training to suit your requirements.  Because its tailored, training can be provided in-house and the assessment process can be customised.

Based on a minimum of 10 people


Peter Burgess, Head of Policy, Technical and Education Services; Philip La Greca, National Manager, SMSF Technical Solutions; and David Busoli - National Manager - SMSF Education, who have extensive experience in assisting advisers on a daily basis with their SMSF estate planning strategies.

CPD Points

  • Dependent on the topics covered and duration of the event

Course cost

  • Starting at $250 per person for a 1/2 day event with minimum of 10 people.
  • We offer better value rates for more attendees and longer durations.

Have a question? 

If you would like to discuss organising a tailor-made workshop, please get in touch or call our education co-coordinator on 02 9257 3218.