RG146 Compliance Solution - Superannuation & SMSFs Intensive - 2017 Workshop

CPD hours: 40 on successful completion 

The RG146 Compliance Solution program will provide you the pathway to RG146 Compliance, the level of education required to become a financial adviser to provide financial advice to your clients.

It consists of four modules plus an optional specialist assessment in advising in self-managed super funds (SMSFs). It has been designed to address the competency requirements outlined in the ASIC Regulatory Guide 146 (RG146) for practitioners wishing to provide specialist financial planning advice to their clients in the areas of financial planning, general and life insurance, securities, derivatives, margin lending, managed investments, superannuation and SMSFs.

CPA Australia has combined the specialist knowledge areas of Superannuation & SMSFS into a single module. This is an intensive course designed to position candidates for success in their assessment. Attendees will be given an opportunity to ask questions, work through practical examples and be educated on the common mistakes candidates make when working through the modules.

CPA Australia strongly advises that candidates have a Year 12 or equivalent comprehension level of language, literacy and numeracy skills in order to undertake this program.

Superannuation is the centrepiece of Australia’s wealth accumulation industry, and understanding it is at the heart of good financial and retirement planning. As superannuation is a compulsory part of an Australian employee’s remuneration, it is a crucial part of financial planning.

What does it cover?

The RG146 Superannuation and SMSFs intensive workshop is two days in length, and candidates then have six weeks to complete their assessment. Registration should be confirmed no later than five business days before the start date of the workshop.

Can’t find a date that suits you?

We can advise you of new workshop dates as they become available. Email your details to rto@cpaaustralia.com.au.

Assessment

Each module consists of a written and oral assessment, which is conducted over the telephone at a time convenient for you.  The assessment is designed to enable you to demonstrate proficiency against the units of competency necessary to achieve ASIC RG146 compliance.

Already completed CPA 110?  You may be eligible for a partial exemption.

This course is offered under CPA Australia’s RTO.

CPA Australia Registered Training Organisation Number: 7144

Further information can be found in the Candidate handbook (PDF) and our policies and forms page

Pre-reading requirements for this workshop are outlined in the ‘Workshop Pre-Reading & Important Information’ document under ‘Reference Materials’

Learning objectives

What you will learn:

  • Australia’s retirement income system; its development, structure and operations
  • The legislation and regulations governing superannuation
  • The regulations for termination payments and superannuation as an income stream
  • The prevailing taxation and social security regulations
  • How to provide advice in superannuation both for wealth accumulation and for retirement

Audience

  • Members and non-members
  • Financial planners or anyone wanting to pursue a career in financial planning
  • Public accountants and their employees
  • Anyone wanting to launch a career in this sector

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