Courses

What our students say

Self Managed Super Funds RG146 Compliant Course

Program Overview

Duration:           6 months

Fee Type:          Full Fee 

Fees:                 $699 Online;  $1,100 Blended (workshop)

Integrity Education's RG146 compliant SMSF Training accreditation module is designed for entrants to the SMSF advice industry and is well suited to Financial Advisers / Planners looking to expand their range of services. This course is RG146 compliant and provides you with the in-depth knowledge and skills required to provide advice in the fastest growing segment of the superannuation industry - SMSFs.

Topics covered

  • Fundamentals of SMSFs
  • Trustee Responsibilities
  • Making and maintaining investments
  • Paying and structuring benefits
  • Borrowing within SMSFs
  • Estate Planning and SMSFs
  • Reserves and anti-detriment payments

Who should enrol?

* Individuals looking to upskill their knowledge and skills in Self-Managed-Super Funds and meet ASIC's qualification requirements as an authorised financial adviser.

* Individuals working within the financial planning profession looking to upskill.

* Individuals working within the financial planning profession looking to expand their revenue opportunities by providing SMSF advice.

* Please note that Accountants, depending on previous studies undertaken, may find the Accountants Essential Advice or the Accountants Strategic Advice programs more appropriate for their training needs. -

Pre-requisite Requirements

The pre-requisite requirements for this course are the ASIC RG146 areas of financial planning and superannuation. To satisfy these requirements, evidence of competency in must be provided through our credit transfer or RPL process.  

Alternatively, learners may complete these units by enrolling into the following modules offered by Integrity:

  • PFP - Practice of Financial Planning and
  • PSR - Practice of Superannuation

*Please contact one of our course consultants to discuss your options further.

Pre-enrolment Information

There are many factors to consider prior to enrolling into any course. Please click here for our pre-enrolment information and pick up the phone to speak with one of our experienced course consultants.

Program Delivery & Support

Online

This study options offers complete flexibility - Students can study at a time and place that suits their work and family schedule. There are no requirements to attend any classes.

All online students have unlimited telephone and online access to a trainer between 9am-5pm.

Blended

This study option provides students with 2 Face-to-Face workshop classes where you can learn from experienced industry practitioners who can provide you with valuable tips and you can learn from their experiences.  

Our Melbourne based workshops are conducted in our training rooms at Level 4, 84 William Street, Melbourne, VIC 3000. Workshops are delivered in a central location in the CBD of each capital city in all other states.  Our course schedules can be viewed here

All workshop classes commence at 9am and finish at 5pm. In addition to the support you will receive from your 2 days with your trainer you will also have unlimited telephone and online access to a trainer between 9am-5pm for duration of your enrolment.

Online students have the option to upgrade their enrolment to join into a blended program at any time, subject to availability.

Units of Competency

Upon successful completion of this course learners will receive a statement of attainment for the following units of competency:

  • FNSSMS505 Support trustee in the selection and performance monitoring of outsourced services
  • FNSSMS601 Provide advice in self-managed superannuation funds