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SMSF PERSONAL ADVICE Course – The first step YOU need to take to be able to continue advising YOUR clients about SMSFs.

With the accountant’s exemption being removed, many members are looking for a method to just replace this aspect of the business; to establish SMSF’s for their clients.

To be authorised for this alone will require completion of a course of study that meets ASIC’s benchmark for superannuation education, as specified in their Regulatory Guide (RG) 146.

Pinnacle Financial Services Academy offers the SMSF Personal Advice Course to comply with the training requirements of the Australian Skills Quality Authority (the governing body for such courses).  This ensures the course standard meets the requirements of RG146

The SMSF Personal Advice Course is Stage 1 of the Accountants' Accreditation Pathway, and has ten chapters that cover:

  • Generic Knowledge*;
  • Superannuation; and
  • SMSFs.

*For those with a practicing certificate from CPA, ICAA, IPA or NTAA an exemption from the generic knowledge chapter of study may be provided.

We know you are busy with your practice, so this course is designed to give maximum flexibility.  It can be completed at your own pace any time within the six months allowed.

This is an online course, and you will be provided with an eBook for your study.  All assessments (multiple choice questions) are completed online and the course finishes with an assignment and skills assessment. 

NTAA ADVICE Member Price for this course is only $600

Please click on the links below for the Course Information Brochure and Enrolment Form.

Pinnacle Financial Services Academy is a wholly owned subsidiary of the NTAA.

Course Brochure

Course Enrolment Form