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SMSF BORROWING MASTER CLASS

Education The Topdocs SMSF Borrowing Master Class has been designed specifically for professional advisers. The 2-day course, delivered by SMSF specialist Michael Harkin, Topdocs National Advice and Training manager, provides a comprehensive understanding of the SMSF borrowing process - from the appropriate structures and strategies through to the applicable legislative rules and restrictions.

DATES FOR 2014

Following the success of our first course in Melbourne in November, we have released three new dates for 2014, with the course being delivered in Melbourne, Sydney and Brisbane.

MELBOURNE SYDNEY BRISBANE
ICAA Training Rooms
Level 3, 600 Bourke Street		 Venue TBA Venue TBA
13 AND 14 March 2014 20 AND 21 March 2014 27 AND 28 March 2014
INVESTMENT: $1,760 (inc GST and all meals) - Early Bird pricing of $1,485 applies for registrations before 31 January 2014
REGISTER NOW 

COURSE OUTLINE

During the 2 information-packed days, you will be guided through:

  • The SMSF borrowing process
  • Property and non-property investments
  • Appropriate SMSF borrowing structures and strategies
  • Risks, advantages, pitfalls, legislative requirements and restrictions
  • The SMSF and small APRA fund landscape
  • How to analyse and evaluate various SMSF borrowing approaches
  • How to interpret and review legislative and regulatory material
  • Retirement and estate planning implications

CPD ACCREDITED TRAINING

All Topdocs' training courses are accredited by the Financial Planners Association (FPA) and the SMSF Professionals Association of Australia (SPAA). The SMSF Borrowing Master Class is approved for 21 CPD points by FPA and 26 CPD points by SPAA. The course is self-assessed for accountants and lawyers with certificates issued. You can learn more about the accreditation and our other training courses here.

A TOTAL SMSF BORROWING SOLUTION

As leaders in the SMSF borrowing space, Topdocs provides a total SMSF borrowing solution which encompasses quality SMSF borrowing documentation, expert advice, technical support and education. You can learn more about our total SMSF borrowing solution here.

Should you require more information about the SMSF Borrowing Master Class or any of our other training courses, please contact the team at Topdocs on 1300 659 242.

WHAT HAVE PEOPLE SAID ABOUT THE COURSE?

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Overall great course - especially given first time run. Best borrowing information and knowledge seen - would be sure to send some of my team in future."
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  Troy Townley, HTA Advisory