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 the 's professional training standards that set the benchmark in the sector. This register is a record of activities which have been accredited by the under Category 3 between 2013 and 2015. Please refer to the 's CPD Policy for more information. Do you deliver CPD? CPD provides those delivering CPD with industry recognition and a range of benefits designed to help develop and promote quality CPD activities like webinars, workshops, seminars, conferences, online training and more. Apply now to have your CPD activities assessed by the and reap the benefits of the association's independent validation, credibility and differentiation. CPD Accredited Training Brochure Click to download Application Form Click to download Bookmarks to Accredited Education s A E I M Q U Y B F J N R V Z C G K O S W D H L P T X For more information please contacts the 's CPD Services Manager, Hannah Lennock on (02) 8252 5573 or email hannahlennock@smsfassociation.com.
A Accurium Insights and Updates Webinar How have balances changed over FY14? Do trustees have enough to fund a comfortable retirement? Different spending patterns in retirement Allowing for more conservative trustees Aspiring to a more prosperous retirement Acknowledging money held outside super www.accurium.com.au/ 1 CPD Point Duration and 1 hour; Webinar 21 September 2015 Expiry 21 September 2016 ASX Limited Unlocking the value of diversification In the seminar, ASX's Ian Irvine will explain how investors can take advantage of new investment opportunities and ways to unlock the value of diversification. Ian will also take you through the new mfund Settlement service, which makes it simpler, faster and more convenient to access unlisted managed funds. At the end of the session, ask questions of our panel of experts, including mfund managers and brokers. http://www.asx.com.au/seminars/mfund/index.htm?utm_source=spaa&utm_ medium=email&utm_campaign=mfund 1 CPD Point Duration and 1 hour; Face to Face 26 September 2014 Expiry 26 September 2015
ASX Limited Not Just Listed Companies Sessions include: ASX More than Listed companies and shares Broker session how to access this market easily Portfolio Administration The impact of government enquiries on your future 2.5 Duration and 2 July 2015 Expiry 2 July 2016 3.5hours (2.5 content delivery); Online
B Benchmark Media Succession Planning Day 2015 This full day workshop is targeted at professional advisers who are looking to improve their knowledge, understanding and skills in this vital area of interest to baby boomer business owners. 18 December 2015 Expiry 18 December 2016 Benchmark Media Accountants Day 2015 To ensure accountants understand exactly what is involved in the licensing process and the growth opportunity it offers, selfmanagedsuper and CoreData are jointly hosting the 2015 Accountants' Day in May. In addition to the licensing issue, delegates will also learn about the latest trends shaping the advice industry as well as critical areas that will strengthen their advice proposition. The event presents an exceptional opportunity for accountants to recognise the evolution of their profession and discover how to profit from the change. http://www.cvent.com/events/succession-planning-day-2015/custom-40- d4abb17d26234ba28c589d7e96c9b1f2.aspx 6.5 Duration and 1 Day; Face to Face http://www.cvent.com/events/smsf-accountants-day-2015/event-summary- 170ccc9ace46486181ff28f8fb8edb53.aspx 5.5 Duration and 1 Day; Face to Face 25 March 2015 Expiry 25 March 2016
Knowledge Areas Benchmark Media 9th Annual Strategies Day 2015 with Grant Abbott Sessions include: Structural Financing (2 CPD points) The Tax Commissioner and Related Party Loans (1 CPD Point) Excess Concessional and Non-Concessional contributions: Case Studies (.75 ) Advanced Estate Planning (2 ) Employee Share Plans (1 CPD Point) 6.75 Duration and 1 Day; Face to Face Strategy, Estate Planning 25 March 2015 Expiry 25 March 2016
C Points Knowledge Areas Duration and Cavendish and University of Adelaide (ICFS) Specialist Course A concise course designed to provide participants with the knowledge required to become proficient in Self Managed Superannuation. Cavendish together with The International Centre for Financial Services offers this Specialist course for participants wanting to increase their knowledge in the fastest growing sector in financial planning and wealth management. http://cavendishsuper.com.au/content.aspx?page=specialistsmsfcourse Completion of Specialist Course Only: 34 Completion of Specialist Course and ICFS exam: 62 Completion of Specialist Course and SSA Exam: 62 Administration, Superannuation, Investments, Contributions, Borrowing, Risk (Insurance), Legislation & Regulation, Pensions, Estate Planning, Taxation 3 days; Face to Face 22 July 2015 Expiry 22 July 2016 Cavendish May Quarterly Adviser Technical Update - Excess contributions - penalties - Latest on LRBAs - New insurance matters - ATO decisions & announcements - EOY compliance matters - Federal budget and Govt reviews CPD Points Knowledge Areas http://cavendishsuper.com.au/ 3 Contributions Duration and 2.5hours; Face to Face 15 June 2015 Expiry 15 June 2016
Class Pty Ltd Class. CUP. Cloud Conference For the first time, Class and Countplus (CUP) are coming together to address the major issues facing accountants in public practice today. Don t miss this opportunity to get the latest business insights on how to rapidly improve business practices, manage the cloud and plan effectively for the future. CPD Points Knowledge Areas https://www.class.com.au/ 10.25 nil Duration and 2 days; Face to Face 21 September 2015 Expiry 21 September 2016 Crowe Howarth Death Implications This will be the first of four sessions. The first session will provide you with a case study based presentation working through the practical implications when a member dies. The presentation will include: - Requirements of the trustees - The effect of reversionary pensions on the administration of the - The impact of binding and non-binding death benefit nominations - - The importance of selecting the right person to step in as trustee on a member's passing http://www.crowehorwath.com/events/ 1 CPD Point Duration and 1.5 hours; face to face 15 March 2015 Expiry 15 March 2016
D DBA Lawyers Quarterly Strategy Seminar Series These half day seminars are designed for advisers who wish to gain a competitive edge. Each seminar covers two topics in depth and a general update topic. These occur during March, May, August and November annually. Includes: November 2014 update, March 2015 update, May 2015 update, August 2015 www.dbalawyers.com.au 4 per seminar Duration and 3 hours; face to face 14 November 2014 Expiry 14 November 2015 DBA Lawyers Online Updates These half day seminars are designed for advisers who wish to gain a competitive edge. Each seminar covers two topics in depth and a general update topic. These occur during March, May, August and November annually. Includes: October 2014 update, February 2015 update, April 2015 update, June 2015 Update www.dbalawyers.com.au 1.5 per seminar Duration and 1.5 hours; Online 14 November 2014 Expiry 14 November 2015
DBA Lawyers Online Updates These half day seminars are designed for advisers who wish to gain a competitive edge. Each seminar covers two topics in depth and a general update topic. These occur during March, May, August and November annually. Includes: July 2015 www.dbalawyers.com.au 1.5 per seminar Duration and 1.5 hours; Online 27 July 2015 Expiry 27 July 2016 DBA Lawyers Core Course The Core Course has been designed to be a practical and relevant educational experience for advisers in the field. www.dbalawyers.com.au 22 Duration and 2 days face to face (online option also available) 28 August 2015 Expiry 7 September 2016
E Knowledge Areas Estplan General Practitioners Course Estplan offers you a best practice, General Practitioner Course that has been developed to provide an entry into estate planning for professionals in the private wealth management sector. This course will enable you to position yourself as a lead adviser in an estate planning engagement. http://www.estplan.com.au/ 22 CPD points (post-course assignment completed) 13 (no post-course assignment completed) Estate Planning Duration and 2 days 9 February 2015 Expiry 9 February 2016
F FIIG Securities The State of Play webinar For 15 years FIIG Securities have been providing investors with direct access to bond markets and a range of term deposits and other cash solutions. They also help Australian corporates fund their growth through access to bond markets. Through market research and education initiatives the provide investors with knowledge and insights into the fixed income asset class. Knowledge Areas https://www.youtube.com/watch?v=8scxaqiuama 2.5 Duration and 1.5 hours, Online Regulation and Legislation 10 February 2015 Expiry 10 February 2016 FIIG Securities An Introduction to Fixed Income Discover why it s a good idea to diversify your portfolio with corporate bonds - Watch FIIG's recent Introduction to Fixed Income Webinar https://www.youtube.com/watch?v=ajquc5nlsj0 1.5 Duration and 1.5 hours, Online 10 February 2015 Expiry 10 February 2016 FIIG Securities Sequencing Risk the Worst Returns in their Worst Order For 15 years FIIG Securities have been providing investors with direct access to bond markets and a range of term deposits and other cash solutions. They also help Australian corporates fund their growth through access to bond markets. Through market research and education initiatives the provide investors with knowledge and insights into the fixed income asset class. https://www.youtube.com/watch?v=rxd1tqmioze 1.5 Duration and 1.5 hours, Online 10 February 2015 Expiry 10 February 2016
FIIG Securities Constructing a Balanced Fixed Income Portfolio For 15 years FIIG Securities have been providing investors with direct access to bond markets and a range of term deposits and other cash solutions. They also help Australian corporates fund their growth through access to bond markets. Through market research and education initiatives the provide investors with knowledge and insights into the fixed income asset class. https://www.youtube.com/watch?v=iswoj03zya8 1.5 Duration and 1.5 hours, Online 17 February 2015 Expiry 17 February 2016 FIIG Securities Taxation of Fixed Income Securities For 15 years FIIG Securities have been providing investors with direct access to bond markets and a range of term deposits and other cash solutions. They also help Australian corporates fund their growth through access to bond markets. Through market research and education initiatives the provide investors with knowledge and insights into the fixed income asset class. https://www.youtube.com/watch?v=bc0zo0ik6wy&feature=youtu.be&mkt_tok =3RkMMJWWfF9wsRomrfCcI63Em2iQPJWpsrB0B%2FDC18kX3RUvJb6Xfkz6htBZ F5s8TM3DUFdIXrtH%2BEEKT7A%3D 1 CPD Point Duration and 1 hour, Online 17 July 2015 Expiry 17 July 2016
Financial Wisdom Peer Group Day Graeme Colley s session: Pensions Masterclass http://www.financialwisdom.com.au/adviser.html 2 Duration and 1 hour, Face to Face 17 February 2015 Expiry 17 February 2016 Financial Wisdom Peer Group Day Graeme Colley s session: Legislation & Regulation Update on 26 August http://www.financialwisdom.com.au/adviser.html 1 CPD Point Duration and 1 hour, Face to Face 10 September 2015 Expiry 21 September 2016
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H Heffron Consulting Quarterly Technical Update Webinar Series Stay up to date with the latest announcements via Heffron's quarterly webinar series. Key points for discussion Heffron's live interactive webinars focus on the practical implications of: Legislation changes; ATO rulings, interpretative decisions and guidance; Court Cases and AAT decisions; and Government announcements (including the Budget) that impact on superannuation funds. Includes: February 2015, May 2015, September 2015 www.heffron.com.au 1.5 Duration and 1.5 hours, Online 9 March 2015 Expiry 9 March 2016 Knowledge Areas Heffron Consulting 3 Day Intensive Training Course The importance of providing valuable high quality advice is now more paramount than ever and trustees value high quality advice solutions. Our 3-day intensive course enhances professionals' advice capabilities, allowing them to more easily demonstrate the value of their advice to their clients. www.heffron.com.au 52 Duration and Contributions, Investments, Paying Benefits, Taxation 3 days, Face to Face 15 June 2015 Expiry 15 June 2016
Heffron Consulting Advanced Training Day 2015 This training day is designed for professionals who require an advanced and practical level of training. It is held in most of the major capital cities. The day is broken up between formal presentations and workshops and each session is structured with a high level of technical and practical content. Knowledge Areas www.heffron.com.au 25 Duration and Pensions, Contributions, Legislation & Regulation 1 day, Face to Face 17 September 2015 Expiry 17 September 2016
I International Institute of Technology Principles of Program An intensive and interactive 2 day program supplemented with online materials and resources providing students with the specialist knowledge to provide advice in Self-Managed Superannuation Funds including establishment, administration, member accounts and pensions. http://www.iit.edu.au/courses/smsf/ 20 Duration and 2 days, Face to Face (online also available) 4 December 2014 Expiry 4 December 2015
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K Kaplan Kaplan Ontrack Articles 2015 Kaplan Professional offers an effective, current and practical online learning management and compliance systems for financial services professionals. See 2015 Kaplan Articles for details of articles. Varies between 0.5 1.5 Duration and 30 90 minutes; Online 27 March 2015 Expiry 27 March 2016 Kaplan Self Managed Superannuation Funds (Online Course) Kaplan s Self-Managed Superannuation Fund () course is designed to provide a fundamental knowledge of the establishment, operation and management of an. It specifically covers issues related to taxation and estate planning, the steps involved in setting up a pension from an and the different strategies available for specific client situations. This program meets the requirements of the accreditation pathway recommended by ASIC for those wishing to advise trustees of Self Managed Superannuation Funds. 51 Duration and Self-Study 60 hours; Online 31 July 2015 Expiry 24 August 2016 Kaplan Accountants Course The Accountants SuperPackage is for qualified accountants seeking compliance with RG 146 competency requirements to provide personal advice to trustees in the Tier 1 financial product areas of superannuation and self-managed superannuation funds. 51 Duration and Self-Study 60 hours; Online 11 August 2015 Expiry 24 August 2016
Kaplan Advanced Self-Managed Superannuation Funds Course The Advanced Self-Managed Superannuation Funds () Program is designed to build upon fundamental knowledge of the establishment, operation and management of an. This industry-recognised program builds on participants existing knowledge to safeguard clients from complex taxation and estate planning risks and develop complex investment strategies. Knowledge Areas Designed by advisers, for advisers, the Advanced strategic program is an engaging and comprehensive workshop that will give you the competitive edge needed to build successful client relationships. 12 Duration and 8 hours; Face to Face Taxation, Estate Planning, Investments, Strategies 31 July 2015 Expiry 24 August 2016 Knowledge Shop Audit & Compliance Workshop 2014 Designed for auditors and advisers, this workshop covers the key issues you need to know right now to stay on top of your competency requirements. The Audit & Compliance Workshop brings you up to date with recent developments and what they mean to auditors and advisers right now, what you can expect to see, and what to do about it. 8.5 Duration and 1 Day; Face to Face 18 December 2014 Expiry 18 December 2015
Knowledge Shop Quarterly Webinar Updates March 2015 Update (1.25hours; 1.25 ) June 2015 Update (1.25hours; 1.25 ) 1.25 per Duration and 1.25hours; Online session 29 June 2015 Expiry 29 June 2016 Knowledge Shop Webinar series Super 101 Superannuation 101 1. Super + Fundamentals (75mins; 1 CPD Point) Superannuation 101 2. Super Contributions (75mins; 2 ) Superannuation 101 3. Pensions (75mins; 2 ) Superannuation 101-4. Tax Issues (75mins; 2 ) Varies between 1-2 CPD Points per session Duration and Varies; Online 30 June 2015 Expiry 30 June 2016 Knowledge Areas Knowledge Shop Strategy & Tactics Strategy & Tactics training day delivers the practical strategies that demonstrate what can be done - not just the rules. It offers a step by step approach to the ways you can deliver better and more practical management of your clients s. www.knowledgeshop.com.au 9 Duration and Contributions, Legislation & Regulation 1 day; Face to Face 7 July 2015 Expiry 7 July 2016
Knowledge Shop Structuring Property in a Webinar Considerations before giving advice Pre-purchase issues to consider Different ownership structures Property development in a Issues to consider post investment Foreign property in a Knowledge Areas www.knowledgeshop.com.au 2.25 Duration and Investments 60 minutes; Webinar 21 September 2015 Expiry 21 September 2016
L Legalwise 2015 Superannuation Essentials With more and more people looking to s to take control over their financial future it's imperative that you stay on top of the latest developments. A broad range of superannuation specialists from the accounting, legal, audit and financial advisory fields will share their expertise with you on topical issues critical to your practice. Learn about the crucial developments you need to know, take your planning strategies to the next level and network with the top experts in your field. http://www.legalwiseseminars.com.au/ NSW, VIC, SA, WA, QLD = Duration and 18 ACT = 9 Face to Face NSW, VIC, SA, WA, QLD = 2 days ACT = 1 day 20 July 2015 Expiry 20 July 2016
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N NowInfinity Audio Webinar Series (On Demand) A series of related webinars covering contributions and estate planning. Excess Concessional Contributions Tax: http://vimeo.com/79173057 The New Contributions Paradigm: http://vimeo.com/76934784 Estate Planning Strategies Part 2: http://vimeo.com/72231313 Estate Planning - How to do it!: http://vimeo.com/69849023 Duration and Varies per webinar - Excess Concessional Contributions Tax: 1 CPD Point - The New Contributions Paradigm:.75 - Estate Planning Strategies Part 2: 2.25 - Estate Planning - How to do it!: 2.25 Varies; Online 1 October 2014 Expiry 1 October 2015 Duration and NowInfinity Monthly webinar series 2x live webinars looking at 'The basics of Estate Planning' and 'Grant's top five strategies under the new Contribution rules' http://nowinfinity.com.au/ One CPD Point per webinar; 2 in total 60 minutes per webinar (2 hours total) 1 October 2014 Expiry 1 October 2015
Duration and NowInfinity Specialist Adviser (RG146) course The NowInfinity Specialist Adviser course is designed to provide the legal knowledge and compliance platform for an adviser. In particular, the key focus is on changes made to superannuation over the past five years and onward including the 1000+ pages of guidelines, circulars and rulings the Commissioner of Taxation has issued on specific subjects. http://nowinfinity.com.au/ 45 points (with passing of the assessment) Six months to complete 14 modules 29 September 2015 Expiry 29 September 2016
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P Partners Wealth Group PWG Super Day 2015 This conference provides accountants with practical skills and specialist knowledge to help their Self-Managed Super Fund () clients. http://www.partnerswealthgroup.com.au/partners-wealth-group-super-day- 2015-sydney-smsf-conference/ 6 Duration and 7 hours, Face to Face 7 January 2015 Expiry 7 January 2016 Partners Wealth Group PWG Super Half Day 2015 (Perth & Sydney) This conference provides accountants with practical skills and specialist knowledge to help their Self-Managed Super Fund () clients. http://www.partnerswealthgroup.com.au/ 4.25 Duration and 4.5 hours, Face to Face 21 January 2015 Expiry 21 January 2016
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S Sterling Publishing Adviser, Technical Training Day 2015 Sessions include: - A comprehensive update on the legislation & policy front (60mins; 2 ) - Auditing in 2015/2016: Keeping your clients compliant and out of the ATO s bad books ( 60mins, 2 ) - The property mistakes your clients are making & the opportunities they re missing (50mins;.75 ) - Preparing your clients strategically and financially for the five Ds of s (60mins; 2 ) - What do practitioners need to be aware of to maximise and protect their clients retirement income? (60mins; 2 ) - What the regulator is targeting in the sector, and a live Q&A (50mins;.75 ) 9.5 Duration and 1 day, Face to Face Knowledge Legislation & Regulation, Auditing, Estate Planning, Pensions Areas 3 August 2015 Expiry 3 August 2016
T TAG Financial Services 2015 Superannuation Update & Strategies Seminar Our annual Superannuation Update and Strategies Seminar is designed to help Accounting and Professional Advisers keep up to date with all the changes and proposed changes to superannuation legislation. This full day and half day seminar is held in Adelaide, Melbourne, Sydney and Brisbane. Morning Session: 3 Afternoon Session: 3 http://www.tagfinancial.com.au 6 Duration and 1 day, Face to Face 12 May 2015 Expiry 12 May 2016 TaxBanter 2015 Superannuation Training (Webinar Series) TaxBanter's Monthly Online Superannuation Training provides a comprehensive program for super specialists. Topics alternate between a Superannuation Update and a Superannuation Special Topic. This practical and engaging series develops participants' understanding and knowledge through the use of real-life scenarios and examples based on topical issues. - Related Party Acquisition and Disposals (1.5hours; 2.5 ) - Super Update x3 (each 1.5hours long; each 1.5 ) - Calculating the Pension Exemption (1.5hours; 2.5 ) - Divorce & Super (1.5hours; 2.5 ) - Planning with s (1.5hours; 2.5 ) - Superannuation Update (1 hour; 1 CPD Point) - Practice Management Issues (1.25hours; 2.5 ) - Successful Structuring in Superannuation (1.25hours; 2.5 CPD Points) - Borrowing in Super (1.25hours, 2.5 ) - Estate Planning (1.25hours; 2.5 ) www.taxbanter.com.au/superannuation Varies between 1-2.5 CPD Duration and 60-90minutes; Online Points (see above) 13 October 2014 Expiry 12 November 2015
TaxBanter Superannuation Masterclass 2015 Presented by Neil Jones and Darren Wynen face-to-face Superannuation Master Classes are full-day sessions examining all the latest changes to superannuation and the right super strategies to implement for your clients. 2015 Superannuation Master Class is offered in 4 locations - Brisbane, Sydney, Melbourne and Perth. These sessions run for 6 hours covering 5 in-depth topics. www.taxbanter.com.au/superannuation 6 Duration and 60-90minutes; Online 12 November 2014 Expiry 12 November 2015 Television Education Network 3d Annual Audit Conference The third annual audit conference kicks off with a review of the 10 things that slow up audits - identifying the common time wasters and suggesting some solutions - and moves on to tackle the many challenges facing today's auditor. This year's conference has 4 themes: - Challenges Facing Today's Auditors - 10 things that slow up audits; market valuations: the problems continue; effective communications with trustees; implications of the new graduated penalty regime and the ATO auditor review - Auditing in Pensions Phase - tax and SIS technical update; auditing pensions; auditing funds where a member has died - Auditing Related Party Transactions - role and responsibility of the auditor; tips and traps in auditing LRBAs; auditing contributions - Audit Technology - review, presentation and discussion www.tved.net.au 9 Duration and 2 days; Face to Face 16 April 2015 Expiry 16 April 2016
Television Education Network Sound Education in Superannuation Series Sound Education in Superannuation is an online audio service providing regular updates on issues of relevance to practitioners. January 2015 - Superannuation Report (23mins;.25 ) - Borrowing: Non Arms Length Loans and Other Burning Issues (42mins;.75mins) - Pensions & Reversionary Pension Design (35mins;.5 ) - Case Study: Life Interest Reversionary Pensions Can they work? (39mins;.75 ) March 2015 - Superannuation Report (15min;.25 ) - s Engaging in Property Development (31mins;.5 ) - New Treatment of Excess Contributions (26mins;.5 ) - Handing Real Property to the Next Generation (23mins;.25 CPD Points) - Valuations of unlisted entitles in Audit (90mins; 1.5 ) July 2015 - Superannuation Report (18.06mins;.25 ) - Pensions: Understanding the best options for your client (29.51mins;.5 ) - Limited Recourse Borrowing Arrangements involving related parties (23.49mins;.45 ) - Financial Dependency as a planning tool (25.14mins;.5 ) - The Trust Deed Why it s so important to the Audit (120mins; 2 ) May 2015 - Superannuation Report (17.05mins;.25 ) - The new penalty regime (20.49mins;.25 ) - Minor children as fund members (28.36mins;.5 ) - Superannuation & Bankruptcy (28.35mins;.5 ) September 2015 - Superannuation Report (18.43mins;.25 ) - Calculating Exempt Pension Income (32.02mins;.5 CPD) What to do when incapacity strikes (18.29mins;.25 CPD) - Unit trusts & s An Appropriate Investment Vehicle (30.13mins;.5 ) - Financial Reporting for Auditors (120mins; 3 ) www.tved.net.au 0.25 3 per session Duration and 10-90minutes; Online 9 March 2015 Expiry 9 March 2016
Television Education Network 3rd Annual Audit Conference The third annual audit conference kicks off with a review of the 10 things that slow up audits - identifying the common time wasters and suggesting some solutions - and moves on to tackle the many challenges facing today's auditor. This year's conference has 4 themes: - Challenges Facing Today's Auditors - 10 things that slow up audits; market valuations: the problems continue; effective communications with trustees; implications of the new graduated penalty regime and the ATO auditor review - Auditing in Pensions Phase - tax and SIS technical update; auditing pensions; auditing funds where a member has died - Auditing Related Party Transactions - role and responsibility of the auditor; tips and traps in auditing LRBAs; auditing contributions - Audit Technology - review, presentation and discussion www.tved.net.au 9 Duration and 2 days; Face to Face 16 April 2015 Expiry 16 April 2016 The Academy 101 The 101 course comprises 9 x modules and 2 x RG146 modules, providing professionals with a pathway towards becoming an specialist. It is available for individuals to undertake at their own pace, and is fully customisable for dealer groups and larger organisations. The full course contains 30 hours of online learning, plus a further 6.5 hours of assessment, which is completed after each module. http://thesmsfacademy.com.au/smsf-rg146-course/ 60 (including Duration and 5 days; Online assessment) 29 January 2015 Expiry 29 January 2016
U University of Adelaide Professional Certificate in Self Managed Superannuation Funds The industry is subject to legislative changes, compliance issues and vigorous scrutiny. Advisors in s need to increase their knowledge and skills as well as increasing the financial literacy skills of investors. The Professional Certificate is a unique qualification that links higher education with the requirements of industry. Courses are delivered in executive style intensive mode by academics and industry practitioners. The program is currently offered in Adelaide, Melbourne and Sydney. If numbers permit, it may also be offered in Perth. Please contact the International Centre for Financial Services regarding your preferred location. http://www.adelaide.edu.au/degree-finder/pcsms_pcsmsuper.html 212 Duration and 8 days (112hours including assignments); Face to Face 18 June 2015 Expiry 18 June 2016 Points Knowledge Areas Duration and University of Adelaide (ICFS) and Cavendish Specialist Course A concise course designed to provide participants with the knowledge required to become proficient in Self Managed Superannuation. Cavendish together with The International Centre for Financial Services offers this Specialist course for participants wanting to increase their knowledge in the fastest growing sector in financial planning and wealth management. http://cavendishsuper.com.au/content.aspx?page=specialistsmsfcourse Completion of Specialist Course Only: 34 Completion of Specialist Course and ICFS exam: 62 Completion of Specialist Course and SSA Exam: 62 Administration, Superannuation, Investments, Contributions, Borrowing, Risk (Insurance), Legislation & Regulation, Pensions, Estate Planning, Taxation 3 days; Face to Face 22 July 2015 Expiry 22 July 2016
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W Wilkinson Superannuation Regional Superannuation Seminar 2014 Four hour seminars to be run every six months will be conducted in regional centers throughout NSW during March/ April and September/ October each year. Points http://www.wilkinsonsuper.com.au 5.5 Duration and 4 hours; Online 21 October 2015 Expiry 21 October 2016 Wilkinson Superannuation Regional Superannuation Seminar 2015 Four hour seminars to be run every six months will be conducted in regional centers throughout NSW during March/ April and September/ October each year. Points http://www.wilkinsonsuper.com.au 5.5 Duration and 4 hours; Online 28 September 2015 Expiry 28 September 2016
Wilkinson Superannuation Superannuation Update Webinar Series Mark Wilkinson (CA Specialist) will update you on the changes to legislation, cases and ATO Rulings that you need to continue to provide your clients with the latest strategies and information. In addition to being updated on the latest developments Mark will also focus on special topics which may include topics like pensions, benefit withdrawal, investment etc that will help you and your clients make the most of their superannuation arrangements. February 2015 (90mins; 1.5 ) April 2015 (90mins; 1.5 ) May 2015 (90mins; 1.5 ) June 2015 (90mins; 1.5 ) August 2015 (90mins; 1.5 ) September 2015 (90mins; 1.5 ) Points http://www.wilkinsonsuper.com.au/our-services/superannuation-webinars/ 1.5 per webinar Duration and 90mins per webinar; Online 9 February 2015 Expiry 9 February 2016 Points Wilkinson Superannuation 2015 Summer School The concept and content of the 2015 Summer Series Seminar have been developed by experienced professionals who have special expertise in the accounting and audit profession. The seminar provides a platform where you can learn from experts and incorporate the knowledge directly into your business. http://www.wilkinsonsuper.com.au 9 Duration and 1 day; Face to Face 24 February 2015 Expiry 24 February 2016
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