Self-managed Super Fund Introduction Course for Accountants
At Advisers Digest we have an Introduction to SMSFs course. This course is perfect for new entrants in accounting or financial planning firms that use SMSFs. It is also a great refresher for more experienced accountants or accountants that only deal with a small number of SMSFs.
As accountants and financial planners, we receive no formal training about SMSFs prior to graduation. We then start a job with an accounting firm and are required to do SMSF accounting from day one. The only training the graduate can receive is from the partners who need to invest heavily in their time to train the employees.
You can now get the training that you have always wanted.
Why have we created this course?
We have noticed that there is no formal introduction course available on SMSFs. Sure, you can send your staff member on a very expensive university course but then what if they leave in two years time just as they finish?
We have also noticed that accountants who only deal with a small number of SMSFs do not want to commit to a long and expensive course but they still need some training. It is also a reason they are holding back on expanding their SMSF offering.
What you will get
At Advisers Digest, we have a 10 week Introduction to SMSFs course. This course is perfect for new entrants in accounting or for financial planning firms that use SMSFs. It is also a great refresher for more experienced accountants or accountant's that only deal with a small number of SMSFs.
Over ten one hour weekly modules, we will cover:
The laws relating to SMSFs (rarely does a court refer to the SIS act in judgements) and who this impacts on your advice
The definition of an SMSF
The administrative duties of trustees
The investment rules of funds
A particular section on borrowing to invest in assets
Death benefits, BDBNs
Withdrawing your money from super
Specific accounting issues relating to SMSFs
Taxation of superannuation
How to execute trust deeds and other legal documents
Limited Time Bonus Offer
10 week private group support - get all your questions answered
5 Bi-weekly Q&A sessions
Who is this course for?
Any accountants who have just started working with SMSF
Accountants who only deal with a small number of SMSFs and just want a solid base of knowledge
Students who have finished their degree and want to move to a firm that services SMSFs.
Who is this course NOT for?
You already have an SMSF specialist qualification
Experienced SMSF practitioners who would already have a solid base of SMSF knowledge
Admin staff
Who designed this training?
Peter Johnson is one of Australia’s leading SMSF accountants. Primarily, Peter provides advice to other accountants and often they refer complex matters to him. Similar to a GP referring to a specialist medical practitioner.
Peter is one of only 3 external contributors to Tax & Super Australia’s SMSF Manual.
Peter regularly presents to accountants all over Australia on SMSF matters.
Packages | |
|---|---|
Light $97/Month | |
All the necessary SMSF auditor CPD hours covered via monthly webinars |  |
Access to technical phone call backup from Peter Johnson for those hairy questions that keep coming along | |
Full access to our weekly technical advice video series | |
Ability to submit questions to be answered in our weekly technical advice video series | |
MOST POPULAR Full $197/Month | |
|---|---|
All the necessary SMSF auditor CPD hours covered via monthly webinars |  |
Access to technical phone call backup from Peter Johnson for those hairy questions that keep coming along | |
Full access to our weekly technical advice video series | |
Ability to submit questions to be answered in our weekly technical advice video series | |
One Off $297 | |
|---|---|
All the necessary SMSF auditor CPD hours covered via monthly webinars | |
Access to technical phone call backup from Peter Johnson for those hairy questions that keep coming along | |
Full access to our weekly technical advice video series | |
Ability to submit questions to be answered in our weekly technical advice video series | |
I couldn't speak more highly of the experience I have had with Peter to date...
- Excellent technical support as access to the owner of the business
- Fantastic turnaround time
- Managed to get me an SOA for a new set-up including LRBA in anticipation of an
Auction within a couple of days.
- Great process of initial SOAs for existing SMSFs and then ROA thereafter
- Training provided is very practical
I am very happy to recommend this service.
David Cooke
Accumen Accountants and Business Advisors, Bathurst NSW
In late February, 2018, Peter and I discussed one of my clients and a possible
Estate Planning Exercise for them.
I presented a proposal to the client recently and today they have agreed to the
proposal. We’re going to look at their super as well (Mum and Dad are close to the
$1.6m caps) and combined with the Estate Planning exercise, they’ve just signed
off on a $26K + GST contract.
The past 18 months has been a lot of “head down and tail up” in this transition to my
new business life. It is only with Peter's input on that Tuesday afternoon that it
dawned on me what we should be doing for this client. I wanted to thank them
sincerely for being the sounding board that afternoon, and raising with me this idea.
I appreciate it immensely.”
Dean Robinson
WWW.DEANROBINSON.COM.AU4 ways to get started
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