Our Education

how to become a Mortgage Broker
Transition to Licensing is an intensive business program that gets you and your business ready to provide strategic financial advice and SMSF accounting services – efficiently, legally and profitably. This unique program not only helps you obtain all the necessary qualifications to deliver the best SMSF accounting standards, but also provides practical advice and guidance on how to make it all possible within your business.

1 RG146 qualification RG146 covers the first four units of the Diploma of Financial Services and is the mandatory education level for becoming an authorised representative, and being able to provide a full range of strategic advice. 2 SMSF specialisation training Required if you haven’t already attained your SMSF specialisation qualification. 3 Transition to Licensing workshop This in-depth workshop explores how to manage your dual responsibilities as an SMSF licence holder and an accountant. It also covers how to implement an effective strategic-advice centred pricing structure and practical advice on how to manage your SMSF accountant responsibilities both to ASIC and your clients. 4 Induction program A comprehensive induction program into the systems and processes we have developed to make the transition to licensing easier. You will be guided on how to meet your compliance requirements, utilise advice templates, use customised financial planning software and SMSF accounting programs, and access extensive professional development training and online resources.

How to Become a Financial Planner
If you haven’t already attained an SMSF specialist accreditation, we will support you to get there. SMSFPRO:

RG146 And Product Specific Courses