CAPSTONE FINANCIAL PLANNING
|
|
|
- Arleen Simmons
- 9 years ago
- Views:
Transcription
1 CAPSTONE FINANCIAL PLANNING RG146 Guide to External Registered Training Organisations for Accountants
2 PROVIDER COURSE NAME DELIVERY OUTCOMES/QUALIFIED TO PROVIDE ADVICE IN: CAPSTONE AUTHORISATION TIER Integrity Accountants Essentials Advice (AEA) Course Online/Self-Paced or Workshop Superannuation and SMSF Tier 1 fully qualified. Tier 2 - additional study is required. Diploma of Financial Planning. Possible exemption Generic Knowledge and Superannuation. Integrity Accountants Strategic Advice (ASA) Program Online/Self-Paced or Workshop Superannuation, Managed investments and Securities, Risk Insurance and SMSF. Optional Margin Lending. Tier 1 fully qualified. Tier 2 fully qualified. Integrity Self-Managed Super Fund (SMSF) Course Online/Self-Paced or Workshop Kaplan Diploma Financial Planning FNS50611 Online/Self-Paced or Workshop SMSF Superannuation, Managed investments and Securities and Risk Insurance Tier 1 additional study required. Generic knowledge & Superannuation. Tier 2 additional study required. Diploma of Financial Planning. Tier 1 - additional study is required, a SMSF specialist course. Tier 2 - additional study is required, a SMSF specialist course. Kaplan Self-Managed Superannuation Funds Program Online/Self-Paced or Workshop Superannuation and SMSF Tier 1 fully qualified. Tier 2 additional study is required. Diploma of Financial Planning modules Managed Investments and Risk Insurance. Kaplan Accountants SMSF Package Workshop only minimum numbers. IIT Diploma Financial Planning FNS50615 Distance Education Selfpaced or workshop Superannuation and SMSF Superannuation, Managed investments and Securities and Risk Insurance Tier 1 fully qualified. Tier 2 additional study is required. Diploma of Financial Planning modules Managed Investments and Risk Insurance. Tier 1 - additional study is required, a SMSF specialist course. Tier 2 - additional study is required, a SMSF specialist course. IIT Specialist Self-Managed Superannuation Funds Distance Education Selfpaced or workshop Superannuation and SMSF Tier 1 fully qualified. Tier 2 additional study is required. Diploma of Financial Planning modules Managed Investments and Risk Insurance. Mentor Diploma Financial Planning & SMSF FNS50611 Online/Self-Paced Superannuation, Managed investments and Securities and Risk Insurance & SMSF Mentor Diploma Financial Planning FNS50615 Online/Self-Paced Superannuation, Managed investments and Securities and Risk Insurance Tier 1 fully qualified. Tier 2 fully qualified. Tier 1 additional study is required, a SMSF specialist course. Tier 2 additional study is required, a SMSF specialist course. Mentor SMSF Adviser Online/Self-Paced Superannuation and SMSF Tier 1 fully qualified. Tier 2 additional study is required. Diploma of Financial Planning modules Managed investments and Risk Insurance. Mentor Accountants Bridging Course Online/Self-Paced Superannuation, Managed investments and Securities and Risk Insurance & SMSF Tier 1 fully qualified. Tier 2 fully qualified. 2
3 IDEAL FOR: WEBLINK: Integrity Education Group Accountants Essentials Advice (AEA) Course Accountants who simply want to be able to continue to establish or wind up Self-Managed Super Funds for their clients as well as continue to recommend superannuation contributions, pensions etc. The AEA is not designed for Accountants who want to provide holistic, broad-based financial planning advice about a client's investments or personal insurance needs. Online/Self-Study or Workshop Up to 52 weeks from commencement date All major capital cities Assessments / Assignments can be completed in workshop Dependant on numbers 2 days workshops per module Midweek Tuesday to Friday & Saturdays In house on request PFP: Practice of Financial Planning (including Generic Knowledge) PSR: Practice of Superannuation & Retirement Planning PSMSF: Practice of Self-Managed Superfunds COSTS: Online $999 Including workshop = $1,799 (5 days covering all 3 modules) Per module: Multiple choice, Short answer questions, Case Studies PREREQUISITES: NIL Provide advice in: Superannuation and SMSF Tier 1 fully qualified Tier 2 additional study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation 3
4 Integrity Education Group Accountants Strategic Advice (ASA) Program (Diploma Financial Planning and SMSF) IDEAL FOR: WEBLINK: Accountants wanting to engage on a deeper level with their clients and provide strategic 'class of product' financial advice without recommending a product solution. Online/Self-Paced or Workshop Up to 52 weeks from commencement date All major Capital cities COSTS: Online = $1,699 PREREQUISITES All Assessments / Assignments completed in workshop 8 person minimum 1.5 days workshops per module Midweek Tuesday to Friday & Saturdays (In house on request) PFP: Practice of Financial Planning (including Generic Knowledge) PRM: Practice of Risk Management PSR: Practice of Superannuation & Retirement Planning PIP: Practice of Investment Planning PSMSF: Practice of Self-Managed Superfunds Optional Module: PML: Practice of Margin Lending Workshop = $3,499 (8 days covering all 5 modules) Add Margin Lending module = $399 online / $799 workshop (1 additional day) Facilitated experience. Multiple choice, Short answer questions, Role plays / Workplace simulations, Case Studies in workshop. NIL Provide Advice in: Financial Planning; Risk Insurance; Superannuation; Managed Investments; Securities, SMSF (& Margin Lending) Tier 1 fully qualified Tier 2 fully qualified 4
5 Integrity Education Group Self-Managed Super Fund (SMSF) Core Course IDEAL FOR: Individuals who already full RG146 Accreditation and are seeking to provide comprehensive SMSF advice. Online/Self-Paced or Workshop Up to 52 weeks from commencement date Assessments / Assignments can be completed in workshop Dependant on numbers held over 2 days Midweek Tuesday to Friday & Saturdays In house on request MODULES Introduction to SMSFs and Trustee Responsibilities SMSFs: Making and maintaining investments Paying and structuring benefits Limited Recourse Borrowing Arrangements Estate Planning and administering on death Anti-detriment deductions COSTS: Online $550. Including workshop = $999 (2 days). Facilitated experience. Multiple choice, Short answer questions, Workplace simulations, Case Studies in workshop environment. PREREQUISITES NIL Provide advice in: Self-Managed Superannuation Funds (SMSF) Tier 1 - additional study required: Generic Knowledge & Superannuation Tier 2 - additional study required: Diploma of Financial Planning 5
6 Kaplan Professional Diploma Financial Planning - FNS50611 Online/Self-Paced or Workshop Up to 12 weeks from commencement date Corporate Only*. Minimum numbers apply. Call to discuss. DFP1: Generic Knowledge and Foundations of Financial Planning DFP2: Insurance and Risk Protection DFP3: Superannuation and Retirement Planning DFP4: Securities and Managed Investments COSTS: DFP 1 4 = $1995 Individual Subjects = $585 Capstone Price: DFP 1 4 = $1595 Individual Subjects = $490 Reading, 1 x open book online exam and 1 x assignment PREREQUISITES: NIL Provide Advice in: Risk Insurance; Superannuation; Managed Investments and Securities Tier 1 - addition study is required: SMSF Specialist Course Tier 2 - addition study is required: SMSF Specialist Course As at December Capstone does not guarantee the accuracy of this information. Check with the RTO before making a decision. (*) Corporate is for individuals who have prior studies and work experience. Call to discuss face-to-face delivery. V
7 Kaplan Professional Self-Managed Superannuation Funds Program Online/Self-Paced or Workshop Up to 12 weeks from commencement date Corporate Only*. Minimum numbers apply. Call to discuss. Topic 1: Introduction to self-managed superannuation funds Topic 2: Trustee roles and responsibilities Topic 3: Contributions, rollovers and transfers Topic 4: Investment restrictions Topic 5: Taxation issues Topic 6: Preservation and conditions of release Topic 7: Benefit payments Topic 8: Estate planning Topic 9: Strategies and financial planning opportunities Topic 10: Self-managed superannuation funds and the financial planning process COSTS: $585 Capstone Price: $490 Reading, 1 x open book online exam and 1 x assignment PREREQUISITES: Generic Knowledge and Superannuation Provide Advice in: Superannuation and SMSF Tier 1 fully qualified Tier 2 - addition study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation As at December Capstone does not guarantee the accuracy of this information. Check with the RTO before making a decision. (*) Corporate is for individuals who have prior studies and work experience. Call to discuss face-to-face delivery. V1.0 7
8 Kaplan Professional Accountants SMSF Package Online/Self-Paced or Workshop Up to 12 weeks from commencement date Corporate Only*. Minimum numbers apply. Call to discuss. Topic 1: Superannuation overview Topic 2: SMSF overview and trustee responsibilities Topic 3: Contributions Topic 4: Investments and restrictions Topic 5: Taxation Topic 6: Preservation Topic 7: Benefit payments Topic 8: Death benefits Topic 9: Financial planning and Statement of Advice Topic 10: Strategies COSTS: CA or CPA: $585 IPA: $685 Capstone Price: $490 PREREQUISITES : Reading, 1 x open book online exam and 1 x assignment Certificate of Public Practice. Only recognised accountants can enrol in this course. Provide Advice in: Superannuation and SMSF Tier 1 fully qualified Tier 2 addition study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation As at December Capstone does not guarantee the accuracy of this information. Check with the RTO before making a decision. (*) Corporate is for individuals who have prior studies and work experience. Call to discuss face-to-face delivery. V1.0 8
9 COSTS: IIT International Institute of Technology Diploma Financial Planning - FNS50615 Distance Education self-paced or Tutorial workshop Up to 52 weeks from commencement date All major cities. 2 days per module in class (plus pre study) certain dates FPP: Financial Planning in Practice PIP: Principles of Investment Planning PRS: Principles of Retirement and Superannuation PRM: Principles of Risk Management $450 per module + $449 per workshop All four modules together for full diploma: Distance education $1,450 or Workshop $2,899 PREREQUISITES : Reading, True/False, Multiple Choice, Short Answer Questions, Case Study and role-play Nil Provide Advice in: Risk Insurance; Superannuation; Managed Investments and Securities Tier 1 - addition study is required: SMSF Specialist Course Tier 2 - addition study is required: SMSF Specialist Course 9
10 IIT International Institute of Technology COSTS: Specialist Self-Managed Superannuation Funds Distance Education self-paced or Tutorial workshop Up to 8 months from commencement date All major cities. 2 days per module in class (plus pre study) certain dates FPP: Financial Planning in Practice PRS: Principles of Retirement and Superannuation PSMSF: Principles of Self-Managed Superannuation Funds $450 per module + $449 per workshop All three modules together for full SMSF: Distance education $1,200 or Workshop $2,100 PREREQUISITES : Reading, True/False, Multiple Choice, Short Answer Questions, Case Study and role-play Nil for this course. To complete the PSMSF module only, previously attained competency units contained in modules of FPP and PRS. Partial completion towards FNS50611 Diploma of Financial Planning. Provide Advice in: in: Superannuation and SMSF Tier 1 fully qualified Tier 2 - addition study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation 10
11 Mentor Education Diploma Financial Planning - FNS50611 Online/Self-Paced Up to 10 months from commencement date DFS1: Financial Advice DFS2: Life Insurance Advice DFS3: Superannuation Advice DFS4: Investment Advice SMSF Financial Plan Preparation Part 1 Financial Plan Preparation Part 2 COSTS: Diploma of Financial Planning & SMSF - Online Learning $2,300 Full Course Enrolment Discount special pricing for IPA members Online Learning $2,150. Or Individual Subjects = $460 Per module: multiple choice knowledge test & short answer response to practical case study PREREQUISITES: NIL Provide Advice in: Risk Insurance; Superannuation; Managed Investments and Securities Tier 1 - Fully qualified Tier 2 - Fully qualified 11
12 Mentor Education Diploma Financial Planning - FNS50615 Online/Self-Paced Up to 10 months from commencement date DFS1: Financial Advice DFS2: Life Insurance Advice DFS3: Superannuation Advice DFS4: Investment Advice Financial Plan Construction: SoA research, develop, implement, present & review COSTS: DFS 1 4 = $1890 Or Individual Subjects = $520 PREREQUISITES: Per module: multiple choice knowledge test & short answer response to practical case study NIL Provide Advice in: Risk Insurance; Superannuation; Managed Investments and Securities Tier 1 - addition study is required: SMSF Specialist Course Tier 2 - addition study is required: SMSF Specialist Course 12
13 Mentor Education SMSF Adviser Online/Self-Paced Up to 4 months from commencement date Part 1: Superannuation Basics Part 2: Introducing SMSFs Part 3: Forming a SMSF Part 4: Obligations & Responsibilities of Trustees Part 5: Contributing to a SMSF Part 6: Investments by a SMSF Part 7: Investment Opportunities for SMSF Part 8: Pensions and Withdrawals for a SMSF Part 9: Estate Planning for a SMSF Part 10: Winding Up a SMSF COSTS: $520 Multiple choice questions, short answer response to practical case study & client engagement simulation (role play) PREREQUISITES: Generic Knowledge and Superannuation Provide Advice in: Superannuation and SMSF Tier 1 - Fully qualified Tier 2 - Addition study is required: Diploma of Financial Planning. Possible exemption Generic Knowledge & Superannuation 13
14 Mentor Education Accountants Bridging Course Online/Self-Paced Up to 12 months from commencement date Financial Advice Australian Industry Essential Financial Advice Fundamentals Life Insurance Core Area Specialist Area Superannuation Advice Investment Advice SMSF Advice Financial Plan Construction: SoA research, develop, implement, present & review COSTS: $2,390 Or Individual Subjects $520 PREREQUISITES: Multiple choice knowledge tests, short answer response to practical case study & client engagement simulation (role play) Open to Accountants Only Provide Advice in: Risk Insurance; Superannuation; Managed Investments; Securities and SMSF Tier 1 fully qualified Tier 2 fully qualified 14
DIPLOMA OF FINANCIAL PLANNING RG 146 ACCREDITATION
DIPLOMA OF FINANCIAL PLANNING RG 146 ACCREDITATION COURSE OVERVIEW STUDY OPTIONS The Diploma of Financial Planning enables you to quickly gain the required Diploma of Financial Planning (FNS 50611) allowing
NowInfinity Specialist SMSF Adviser Course. and applying for a limited AFS licence
NowInfinity Specialist SMSF Adviser Course and applying for a limited AFS licence 1 The Partnership Training: Grant Abbott Grant Abbott, Principal of NowInfinity, has been presenting and training on SMSFs
face of RG146 Training Australia s advanced education program. Our high level of student satisfaction is attributed to the quality of our courses.
Diploma Of Financial planning DIPLOMA OF FINANCIAL PLANNING (FNS 50611) SMSF RG146 TRUSTED EDUCATOR IS 10 YEARS AS A A PROUD LEGACY THAT WE AIM TO UPHOLD TODAY AND FOR THE NEXT GENERATION OF FINANCIAL
RG146 COMPLIANCE SOLUTION
RG146 COMPLIANCE SOLUTION TRANSCRIPT OF ONLINE CHAT INTRODUCTION CPA Australia s RG146 Compliance Solution is your education pathway to apply for the limited AFS licence or to be licensed under another
FNS50615 RG146 Life Insurance. Start today 1300 738 955. 5 star education experience. Education for the real world
FNS50615 RG146 Life Insurance - part of the FNS50615 Diploma of Financial Planning Start today 1300 738 955 5 star education experience RG146 / ASIC compliant Nationally accredited courses Qualified trainers
FINANCIAL SERVICES PRACTICE MANAGEMENT CERTIFICATE IV IN BUSINESS (BSB 40215)
FINANCIAL SERVICES PRACTICE MANAGEMENT CERTIFICATE IV IN BUSINESS (BSB 40215) 10 YEARS AS A TRUSTED EDUCATOR IS A PROUD LEGACY THAT WE AIM TO UPHOLD TODAY AND FOR THE NEXT GENERATION OF FINANCIAL ADVISERS
(RTO 21683) Diploma of Financial Planning (FNS 50615)
(RTO 21683) Diploma of Financial Planning (FNS 50615) Launch your career in financial services with the Diploma of Financial Planning Established in 2003, we are Australia s largest privately owned training
ADVANCED DIPLOMA OF FINANCIAL PLANNING
ADVANCED DIPLOMA OF FINANCIAL PLANNING ISSUANCE OF QUALIFICATION FOR ADVANCED DIPLOMA PROGRAM The successful completion of all modules is required to achieve the Advanced Diploma of Financial Planning
(RTO 21683) Life Insurance Adviser. Regulatory Guide 146 (RG146) Short Course for Financial Product Advisers
(RTO 21683) Life Insurance Adviser Regulatory Guide 146 (RG146) Short Course for Financial Product Advisers is designed for individuals requiring RG146 compliance and authorisation by an Australian Financial
How super is taxed. About this document. Tax on concessional contributions. Concessional contribution tax rates from 1 July 2015:
How super is taxed Date of issue: 1 July 2015 mtaasuper.com.audate Phone: 1300December 362 415 2014 Fax: 1300 365 142 of issue: The information in this document forms part of the Product Disclosure Statement
SMSF Solutions for Advisers & Accountants.
SMSF Solutions for Advisers & Accountants. 1 November 2015 www.multiport.com.au Multiport Pty Ltd ABN 76 097 695 988 AFS LICENCE NO: 291195 Contents Taking the hassle out of SMSF administration and compliance
PROFESSIONAL STOCKBROKERS PROGRAM
PROFESSIONAL STOCKBROKERS PROGRAM The Professional Stockbrokers Program is designed for stockbroking advisers and investment banking professionals. It is Australia s only professional qualification for
Diploma of Financial Services (Superannuation) Australian Institute of Superannuation Trustees
Diploma of Financial Services (Superannuation) Australian Institute of Superannuation Trustees Contents Diploma of Financial Services (Superannuation) Page 1 RG146 for the superannuation industry & RG146
Products at a glance. Macquarie Wrap
Products at a glance Macquarie Wrap Over 15 years experience with inception in 1999 More than $40 billion in funds under management (FUM) (as at April 2014) 1 in 3 investments with Macquarie Wrap are held
Licensing: Training of financial product advisers
REGULATORY GUIDE 146 Licensing: Training of financial product advisers July 2012 About this guide This is a guide for: advisers (i.e. Australian financial services (AFS) licensees and representatives who
Tax on contributions. Non-concessional (after tax) contribution caps. Age at 1 July 2015 Annual cap Tax rate Under 65 $180,000* Nil 65-74 $180,000 Nil
This section summarises the main Federal Government taxes that apply to superannuation at the time of preparation. For more information, contact MyLife MySuper on 1300 MYLIFE (695 433) or the Australian
Tax deductible superannuation contributions
Tax deductible superannuation contributions TB 35 TECHNICAL SERVICES ISSUED ON 29 OCTOBER 2014 ADVISER USE ONLY VERSION 1.1 Summary Employers and certain individuals can claim a tax deduction for contributions
Information Pack. TAE40110 Certificate IV in Training and Assessment. Central Coast Community College. Shirley Street (PO Box 156), Ourimbah NSW 2258
TAE40110 Certificate IV in Training and Assessment Central Coast Community College Shirley Street (PO Box 156), Ourimbah NSW 2258 P: 02 4348 4300 I F: 02 4348 4345 E: [email protected] I W: ww.cccc.nsw.edu.au
How To Get A Limited Accountants Exemption Licence
Information guide: Accountants exemption reform This information guide has been developed for members of CPA Australia and Chartered Accountants Australia and New Zealand (Chartered Accountants ANZ). 1.
If you work in Australia, your employer may have to contribute to a superannuation fund for you under the Superannuation Guarantee system if you:
Superannuation is a tax advantaged way of saving for retirement and makes up two of the three pillars of the Government s retirement income policy. The three pillars are: A Government funded means-tested
Rules for SSA and SSAud members holding a SPAA Public Practice Certificate (SPAA PPC)
SMSF Professionals Association of Australia Rules for SSA and SSAud members holding a SPAA Public Practice Certificate (SPAA PPC) Responsibilities of holding a SPAA PPC December 2012 2 Table of Contents
PRODUCT DISCLOSURE STATEMENT. 02 9331 8664 [email protected] www.nowinfinity.com.au PO BOX 1409 Potts Point NSW 1335 ABN 16 154 927 376
PRODUCT DISCLOSURE STATEMENT 02 9331 8664 [email protected] www.nowinfinity.com.au PO BOX 1409 Potts Point NSW 1335 ABN 16 154 927 376 SMSF Product Disclosure Statement CONTENTS SMSF Product Disclosure
AMP Eligible Rollover Fund
AMP Eligible Rollover Fund Fact sheet Issued 30 June 2014 Issued by AMP Superannuation Limited ABN 31 008 414 104, AFSL No. 233060, the Trustee of AMP Eligible Rollover Fund ABN 32 931 224 407. Registered
Understanding Self Managed Superannuation Funds Version 5.0
Understanding Self Managed Superannuation Funds Version 5.0 This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to
Financial Markets Accreditation Program
Financial Markets Accreditation Program A pathway to: Diploma of Financial Markets AFMA Accredited Individual Status ASIC Regulatory Guide 146 ASIC Regulatory Guide 105 Accredited Derivatives Adviser Level
MASTER OF FINANCIAL PLANNING COURSE BROCHURE. Your success is how we measure our own
MASTER OF FINANCIAL PLANNING COURSE BROCHURE Your success is how we measure our own Contents Master of Financial Planning 4 Graduate Diploma of Financial Planning 5 Graduate Certificate of Financial Planning
Exposure Draft Proposed Guideline TPB(PG) D04/2014
Exposure Draft Proposed Guideline TPB(PG) D04/2014 Course in Australian taxation law that is approved by the Board for tax (financial) advisers Tax Practitioners Board Exposure draft The Tax Practitioners
CHC80208 - Graduate Diploma of Relationship Counselling
CHC80208 - Graduate Diploma of Overview This qualification applies to workers who are employed in a family and/or couples relationship counselling role. This qualification has particular relevance to counsellors
Contributions are taxed differently depending on whether you are making contributions to a taxed or untaxed fund.
Tax and super Issue Date: 1 July 2015 SUP E R ANNUATION The information in this document forms part of the Product Information Booklets for GESB Super and West State Super, each dated 1 July 2015. You
Make sure your SMSF is.
Make sure your SMSF is. Super decisions You know first-hand that one of the biggest advantages of managing your own super is that you make the decisions. It s one of the main reasons you have an SMSF or
Key Superannuation Rates and Thresholds
Key Superannuation Rates and Thresholds Concessional contributions cap Concessional contributions consist of: 1. Employer contributions including salary sacrifice contributions 2. Personal contributions
Financial Services Guide
Level 7,34 Charles St Parramatta NSW 2150 PO Box 103 Parramatta NSW 2124 Phone: 02 9687 1966 Fax: 02 9635 3564 Web: www.carnegiefin.com.au Guide Build Protect Manage Wealth Financial Services Guide This
Superannuation death benefits
Last updated: 7 September 2010 Last updated: 1 January 2011 Superannuation death benefits This TapIn Guide looks at the key tax issues relating to superannuation death benefits paid from a complying superannuation
SELF MANAGED SUPERANNUATION
SELF MANAGED SUPERANNUATION Position Yourself INFORMATION PACK INFORMATION PACK SELF MANAGED SUPERANNUATION FUNDS SMSF INFORMATION SHEET MAKING THE MOST OF YOUR SUPERANNUATION Self Managed Superannuation
Taking control of your superannuation. Good SMSF Advice helps business owners achieve their goals.
Taking control of your superannuation Good SMSF Advice helps business owners achieve their goals. Are you in the right superannuation structure? Many Australians outsource the management of their superannuation
SMSF Association Accredited External Training
Accredited External Training The CPD activities listed on the National Training Register below are CPD Accredited. These activities, developed by the industry for the industry have all been assessed against
VICTORIA. Diploma Financial Planning 9 & 10 May WORKSHOP DATES. 12 October & 13 October 2015. DFP 1 Financial Advice 14 & 15 October DFP 2 2015
12 October & 13 October 14 & 15 October 26 & 27 October 28 & 29 October 30 October WORKSHOP DATES VICTORIA 1 Day Cliftons Collins Street, Melbourne, 1 & 2 December 3 & 4 December 14 & 15 December 16 &
GUIDANCE NOTE - SMSFS & PROPERTY
GUIDANCE NOTE - SMSFS & PROPERTY GUIDANCE FOR CPA AUSTRALIA PUBLIC PRACTITIONERS FINANCIAL ADVISORY SERVICES The decision to establish a self-managed super fund (SMSF) requires careful consideration. While
Superannuation and Deferred Annuity Redemption / transfer form
Superannuation and Deferred Annuity Redemption / transfer form This form is to be used when redeeming your superannuation benefit from the Zurich Deferred Annuity or from the Zurich Master Superannuation
Our flexible enrolment and payment arrangements mean you can start when you are ready, and pay as you progress through the program.
The Certificate IV in Bookkeeping is a nationally recognised qualification from the Financial Services Training Package which complies with the Australian Qualifications Framework standard. The Certificate
FINANCIAL SERVICES GUIDE
FINANCIAL SERVICES GUIDE This Financial Services Guide ( FSG ) explains Astute Advisory Services Pty Ltd ( AAS ) financial services offering. It is a legal requirement that you must be provided with an
Application for benefit payment or transfer
Application for benefit payment or transfer Use this form if you want to cash in your benefit or transfer all or part of your super balance to another super fund. This form should not be used by temporary
Make a lump sum withdrawal or rollover For a transition to retirement income stream
CSC retirement income RI04 04/13 Make a lump sum withdrawal or rollover For a transition to retirement income stream Use this form if you have a transition to retirement income stream and wish to > > make
Funding income protection and trauma insurance via superannuation
TB 40 Funding income protection and trauma insurance via Issued on 16 June 2014. Summary The tax concessions available for certain contributions can make it tax effective to fund income protection (salary
Self Managed Super Funds Take charge
Self Managed Super Funds Take charge Gain control of your financial future with a Self-Managed Super Fund (SMSF) About Markiewicz & Co. Markiewicz & Co. is one of Australia s leading full service investment
GUIDANCE NOTE FOR ADVISING ON SMSFS
GUIDANCE NOTE FOR ADVISING ON SMSFS GUIDANCE FOR CPA AUSTRALIA PUBLIC PRACTITIONERS FINANCIAL ADVISORY SERVICES Continuing growth in the number of self-managed superannuation funds (SMSFs) illustrate the
FNS50611 Diploma of Financial Planning
FNS50611 Diploma of Financial Planning Subject outline Foundations of Financial Planning (a) Generic Knowledge (b) Financial Planning Subject overview Foundations of Financial Planning (FFP) is one of
Introduction for paying benefits from an SMSF. Paying benefits from a self-managed super fund
Introduction for paying benefits from an SMSF Paying benefits from a self-managed super fund NAT 74124-04.2013 Our commitment to you We are committed to providing you with accurate, consistent and clear
FINANCIAL SERVICES GUIDE PART 1
FINANCIAL SERVICES GUIDE PART 1 9 NOVEMBER 2015 This Financial Services Guide has been authorised for distribution by the authorising licensee: Magnitude Group Pty Ltd ( Magnitude ) ABN 54 086 266 202
International Skills Institute COURSE OUTLINE. BSB51315 Diploma of Work Health and Safety RTO 40541
International Skills Institute COURSE OUTLINE BSB51315 Diploma of Work Health and Safety RTO 40541 Contents International Skills Institute (ISI) BSB51315 Diploma of Work Health and Safety Information about
A DIFFERENT KIND OF WEALTH MANAGEMENT FIRM. www.jaswealth.com.au. Superannuation 101. Everything you always wanted to know but were too afraid to ask
A DIFFERENT KIND OF WEALTH MANAGEMENT FIRM www.jaswealth.com.au Superannuation 101 Everything you always wanted to know but were too afraid to ask What is Superannuation? Superannuation 101 Contents What
Benefits of investing with VicSuper FutureSaver. VicSuper FutureSaver Member Guide
Benefits of investing with VicSuper FutureSaver VicSuper FutureSaver Member Guide Date prepared 1 July 2015 The information in this document forms part of the VicSuper FutureSaver Product Disclosure Statement
Understanding insurance
Version 4.2 This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to. Important information This document has been published
3 ways to maximise every dollar in your SMSF.
3 ways to maximise every dollar in your SMSF. We knowhow. Contents. Your super, your way. Once you ve established a Self Managed Super Fund, we have a three-piece DIY Super Solution to help you manage
Macquarie Longevity Solutions. Macquarie Lifetime Income Guarantee
Macquarie Longevity Solutions Macquarie Lifetime Income Guarantee How can Macquarie help? The Macquarie Lifetime Income Guarantee Policy provides you with a flexible, low cost investment which guarantees
SMSF insurance options and strategies
SMSF insurance options and strategies Agenda Will be looking at: Requirement to consider insurance Why hold insurance through an SMSF? Life Insurance Permanent Incapacity Temporary Incapacity. Requirement
TAX TUTOR INSIDE IS YOUR TAX GUIDE FOR 2013-2014
TAX TUTOR INSIDE IS YOUR TAX GUIDE FOR 2013-2014 PERSONAL TAX PERSONAL INCOME TAX RATES 2013-2014 & 2012-2013 Taxable Income $0 - $18,200 Nil Tax Payable $18,201 - $37,000 19% of excess over $18,200 $37,001
Understanding insurance Version 5.0
Understanding insurance Version 5.0 This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to insurance. This document
Tier 1 Life Insurance
Tier 1 Life Insurance Subject outline 925 Life Insurance Subject overview Insurance and Risk Protection introduces students to the concepts of personal risk management as they apply to retail clients and
Understanding retirement income Version 5.0
Understanding retirement income Version 5.0 This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to understanding retirement.
Structuring & Tax. Ensuring your plans for your super become a reality. By Ben Andreou Partner Head of Structuring & Tax
Structuring & Tax Ensuring your plans for your super become a reality By Ben Andreou Partner Head of Structuring & Tax December 2015 Table of Contents Page Why should you read this paper?... 3 Background...
IOOF Technical Advice Solutions Client strategies for advisers. Superannuation and death benefits in the Simpler Super environment.
IOOF Technical Advice Solutions Client strategies for advisers Superannuation and death benefits in the Simpler Super environment Adviser use only IOOF Technical Advice Solutions Since 1 July 2007, the
Financial Services Guide
Analyzer Financial Group Pty Ltd Financial Services Guide Why this Guide is important to you This Guide explains the financial planning services we provide, as well as giving you important information
Fact Sheet Tax on Super 2009/10
It pays to belong TM Key Focus A tax of 15% applies to concessional (i.e. before tax) contributions. All employer and salary sacrifice contributions will be taxed at the top marginal rate if your super
Lump Sum My Retirement
Lump Sum My Retirement General advice warning The schemes administered by Super SA are exempt public sector schemes and therefore we are not required to hold an Australian Financial Services licence to
RBF family law. This brochure covers the treatment of your RBF super for family law purposes. Contents Introduction
RBF family law This brochure covers the treatment of your RBF super for family law purposes Contents Introduction 2 If a couple separates or divorces must super be split? Can all super be split? Who can
DIPLOMA OF AUSTRALIAN TAXATION LAW
Tax Practitioners Board Approved course in Australian Taxation Law DIPLOMA OF AUSTRALIAN TAXATION LAW The Tax Education Program Tax Practitioners Board Approved Course taxinstitute.com.au STUDYING AT THE
SMSFs and Estate Planning. SMSFs and Estate Planning February 2007
SMSFs and Estate Planning Disclaimer Please note that this presentation is to be considered general advice only. The material and the opinions of the presenter should not be relied upon to make decisions.
AustChoice Super general reference guide (ACH.02)
AustChoice Super general reference guide (ACH.02) Issued: 28 May 2015 This guide contains important information not included in the AustChoice Super PDS. We recommend you read this entire guide. The information
Bachelor of Applied Finance (Financial Planning) OVERVIEW OF SUBJECT REQUIREMENTS
Course Bachelor of Applied Finance (Financial Planning) Course Number HE20521 Location St George OVERVIEW OF SUBJECT REQUIREMENTS Note: This document is intended as a guide only. Enrolling students are
This course has specialisations available in financial planning and banking
Education provider Course Duration Prerequisite Available majors Course description Charles Sturt University Master of Applied Finance 2 years full- time or equivalent part- time study CQUniversity Australia
Understanding superannuation Version 5.0
Understanding superannuation Version 5.0 This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to superannuation. This
FAMILY SUPER FUND (SMSF) NEWSLETTER
SPRING 2014 Super Legislation Update Key Measures A number of key superannuation measures are due to commence from 1 July 2014, as outlined below. The measures due to start from this time include the following:
BSB51415 Diploma of Project Management. Course Overview
BSB51415 Diploma of Project Management Course Overview Table of Contents 1. Welcome... 2 1.1 The Victorian Chamber Team... 2 2. BSB51415 Diploma of Project Management... 2 2.1 Program Information... 2
This Information Sheet has been prepared for Senior Executive members in the Defined Benefit Section who are under age 65.
HOLDEN EMPLOYEES SUPERANNUATION FUND INFORMATION SHEET SUPERANNUATION GUARANTEE MINIMUM BENEFIT February 2009 This Information Sheet has been prepared for Senior Executive members in the Defined Benefit
Jasmine Education Group trading as Queen Anne Business College. National Provider # 40458 CRICOS Code: 03240D
BSB60907 Advanced diploma of management (Human resources) COURSE INFORMATION Qualification Name Advanced Diploma of Management (Human Resources) Qualification Code BSB60907 Provider Jasmine Education Group
Financial Services Guide
Hyland Financial Planning Financial Services Guide Why this Guide is important to you This Guide explains the financial planning services we provide, as well as giving you important information that will
Self-Managed Super Fund Basics and Buying Property with your SMSF Money
RETIRE WITH MORE Self-Managed Super Fund Basics and Buying Property with your SMSF Money YOUR GUIDE TO BUYING PROPERTY WITH YOUR SMSF MONEY $$$ Unit 1, 3 Robinson Place Rockingham WA 6168 [email protected]