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"This is the best work that I have ever done in 18 years as a SMSF Trainer and Presenter. With the new tools and technology today with the ease of stop and play plus on-line assessment, the mix of video - including screen capture video, detailed notes, Commissioner’s rulings and guidelines - this is the most comprehensive specialist SMSF Adviser course plus library ever assembled."

Grant Abbott BEc LLM
SMSF Strategies - Principal



INTRODUCTION

The SMSF Strategies On Line SMSF Adviser Course is ready to take its first participants. Mapped to the specialist standards of RG 146 and with resource materials and videos aplenty, this course will not only increase participants level of knowledge and understanding of SMSFs and the laws and regulations covering SMSFs but also accelerate their ability to build SMSF strategies and most importantly of all advance their SMSF career or business.



THE TWELVE MODULES FOR SMSF ADVICE SPECIALIASTION

There are twelve modules in all covering all that is required under ASICs RG146 specialist standard for "providing advice on SMSFs". These include:

  • The SMSF definitional rules and what to do with children, EPOAs and on death

  • What is an Australian super fund and how to cover for secondees and overseas residents

  • How to use the five point SMSF Strategy wheel to make strategy creation easy and compliant!

  • How to review a trust deed and comparing trust deeds across a wide range of clauses including  binding nominations, membership, trusteeship, payment of pensions, contributions and much more

  • Learning the SIS Act compliance guide and how the sole purpose test has been opened up to allow property development and share trading businesses to be run in a SMSF
     
  • How to transfer assets from related parties to a SMSF using a mix of contributions, cash and borrowing incuding business real property such as commercial, residential and land where the conditions fit 

  • The requirements under a Limited Recourse Borrowing Arrangement including how to complete a SMSF borrowing using the 20 point LRBA checklist

  • What is an investment strategy and developing a strategy that meets the needs of the members of the fund and the Trustee covering all requirements including an LRBA

  • Contributions, in-specie, deed requirements, deemed contributions, the Commissioner's ruling, deductions and excess contributions cap

  • SMSF Reserves - what they are, when to use them and how to build appropriate documentation What is a Pension - extending beyond death, the real Transition to Retirement Income Stream, overcoming problems with older pensions, account based and auto-reversionary pensions

  • How to best use all the taxation benefits in the fund including the tax exemption for pension assets, deductions for death benefit payments, anti-detriment payments and possibly self insurance reserves

  • SMSF Estate Planning - the laws, the cases and how to build a SMSF Will with your course template and which is best the SMSF Will or the auto-reversionary pension?

As you can see the material covered is comprehensive but most of all - strategic! Grant Abbott has been conducting specialist SMSF Adviser courses since 2001 so participants not only get to train with the best and most experienced SMSF trainer in Australia but by the end of the course participants will start thinking like Grant and have full access to his tools built over more than a decade. Completing this course is an investment in the $ Trillion SMSF industry - one that has grown by 46% over the past five years and is expected to top at $2.6 Trillion by 2028.

 

THE PERSONAL GUARANTEE

Grant is so sure that this will be the best course that you have ever attended on-line that he will guarantee to refund your full registration fee if at the end of the course and having completed all the assessments the course did not teach you at least five new strategies to profit from! And Grant makes this guarantee to his former students - the depth of learning in this course is unparalleled even comparing to the high strategic standards of the SMSF strategies RG 146 face to face course.



SPECIAL INCLUSIONS

Included in the registration fee is full access to the materials for two years post registration which allows specialist SMSF Advisers to come back, refresh their minds or use their SMSF strategy library as a training tool for their staff and clients. In addition all participants will be able to access our special participants only forum to ask questions of Grant including strategy and technical questions deriving from the course.



ASSESSMENT

This is always the big question - what do I need to do to pass? Well there are five multiple choice questions after each module with the answers taken from the Learners Guide or Training Video. The pass mark for each module is 60% and you have three attempts.



ACCREDITATION

ACCREDITATION Many of our participants already have their RG146 accreditation - Provide advice in superannuation when they do the course BUT at a generalist level. They are looking at taking their learning to the next level by completing this course to include SMSF specialisation. For those who do not have RG146 ASIC accreditation, this online course provides a major milestone in achieving SMSF specialist accreditation requirements, which also include prior learning and experience. Enrolment in the RG146 accreditation component is $250. To find out the full requirements in your special case contact our Registered Training Organisation - terra cordis pty limited at Kerry@terracordis.com.au   

REGISTRATION FEE

The registration fee for the on-line course is $1,295 which includes GST, access to the site's extensive library  for two years, materials, assessment plus access to the RG 146 Participants Forum.



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