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Financial Planning Australia-advice in self managed superannuation funds (dfs 6) tier 1 fns15 oct17v2

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Advice in Self Managed Superannuation Funds (DFS 6) - Tier 1

Self-managed superannuation funds (SMSFs) are now the largest and fastest growing segment of the superannuation industry.

This course covers the following key knowledge areas for those wishing to understand more about SMSF advice within the financial planning industry:
• An understanding of SMSF’s positioning within the superannuation framework in Australia;
• How SMSF’s can be set up, operated and closed;
• The key stakeholders; 
• Applicable taxation;
• Understanding accumulation and pension phases within a SMSF environment;
• Insurances;
• Providing SMSF advice.

COURSE CONTENT:

- 1 Unit of competency
- 1 Written Assessment
- 1 Role Play
- 1 Evidence Upload
- 1 Online Multi-Choice test

 

COMPETENCY UNITS:

FNSSMS601 Provide advice in self-managed superannuation funds

 

PRE-ENTRY:

In order to complete this course you will need to have completed the below units and provide to AAMC Training a certified copy of your statement of attainment as evidence.

The units can be completed in either the FNS, FNS10 or FNS04 Financial Services Training Package.

FNS Units:
FNSASICU503 Provide advice in Superannuation
FNSINC501 Conduct product research to support recommendations
FNSIAD501 Provide appropriate services, advice and products to clients
FNSCUS505 Determine client requirements and expectations
FNSCUS506 Record and implement instructions

FNS10 Units:
FNSASICU503A Provide advice in Superannuation
FNSINC501A Conduct product research to support recommendations
FNSIAD501A Provide appropriate services, advice and products to clients
FNSCUS505A Determine client requirements and expectations
FNSCUS506A Record and implement instructions

OR

FNS04 Units:
FNSASIC503UB Provide Advice in Superannuation
FNSICCUS506B Determine client requirements and expectations
FNSICCUS507B Record and implement client instructions
FNSICPRO502B Conduct research to support recommendations
FNSICADV502B Provide appropriate and timely information and advice to clients

 

ADDITIONAL INFORMATION:

As of 1 January 2019, those entering the financial planning industry (new advisers) seeking to join an AFSL (Dealer group) and offer personal advice to retail clients, will require a degree level qualification. For further information please refer to the FASEA standards - www.fasea.gov.au.

 

CPD Hours - 6

FASEA CPD Areas:

  • Technical Competence: 3.5 hours
  • Client Care and Practice: 1 hour
  • Regulatory Compliance and Consumer Protection: 1 hour
  • General: 0.5 hours

 

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Contacts

  • Unit 1, 421 Blackshaws Road,
    Altona North, Victoria 3025

    Phone: 1300 2262 33 +61 3 9391 3643
              1300 AAMC ED +61 8 9344 4088

    Email: info@aamctraining.edu.au

System Requirements

  • What computer and software will be needed?
    • Windows XP or Linux based computer with internet connection.
    •  Internet Explorer 8.0 and above OR Mozilla Firefox
    •  Quick Time Player 4 and above
    •  Acrobat reader 6 and above
    •  Adobe Flash Player
    Download speeds
    •  Min 2 Mbps or above speed is required for running video