Adviser’s Digest New #002

Advisers’ Digest

Learn how to tackle tricky super enquiries and help your clients. 

Advisers' Digest is free weekly video guides which are created for accountants to assist their clients with self-managed super matters

The information Peter shares here is NOT available to general public.

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Advisers' Digest 002
Case studies in this video

00:54 [Residency rules of the SMSF]

3:43 [ Disabled daughter as trustee of the SMSF]

5:25 [Preparing Death Benefit Nominations for a client]

Speak to Peter Johnson and find out more how to become an adviser

Why Join The SMSF Expert Adviser Network?

Peter Johnson heads up Australia's only limited AFSL for accountants, the SMSF Expert. Peter is one of Australia's leading SMSF trainers and speakers. He's been providing SMSF advice since 1996. 

Our advisers have a deep knowledge of all matters pertaining to SMSF, and they make it their business to stay up-to-date on superannuation law and industry compliance and standards.

Benefits of Being Part The SMSF Expert Adviser Network

Currently, The SMSF Expert has close to 80 advisers nationwide, and when you join us, you'll receive those benefits and more: 

  • You can provide SMSF advice to your clients under our AFSL license (Australian Financial Services Licence 445113)
  • We also assist our advisers getting more SMSF clients, as you can see our website is geared towards getting more clients for our advisers
  • Peter provides SMSF training for our advisers which include face-to-face full-day training in Sydney, Brisbane or Melbourne, or virtual webinar training so that they have the most up-to-date SMSF knowledge to help their clients
  • On-call advice helpline: when you have tricky enquiries that you don't know how to handle, Peter or our team can help you either over the phones or emails.

Speak to Peter Johnson and find out more how to become an adviser

Upcoming Training- CPD in Paradise

CPD in Paradise is the best three-day CPD training for accountants that you'll experience in 2018.

Grab this family-friendly professional development opportunity and come and listen to some of Australia's thought leaders in the SMSF and financial planning space!

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