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WHAT WE DO

How we help professionals grow
their SMSF business

Our Services

Business growth is one of the key challenges facing industry professionals within the ever-changing financial services landscape.  How you engage with your clients, the services you provide, the way services are delivered are all changing.  This is particularly relevant to a growing number of self-managed super fund trustees that are looking to take a greater control over their retirement savings.

At the SMSF Academy, we help advisers to understand the ever-changing dynamic of the self-managed super fund sector by equipping them with the necessary education, training and tools to build a successful SMSF business model.

Membership

Join the growing community of professionals who are building better SMSF businesses through our three pillars of learn, implement and grow.

RG146 SMSF Course

Interactive, online and built by industry experts, providing a pathway to SMSF specialisation for financial services professionals.

CPD Training

Delivering cost-effective accredited webinar training on SMSF technical issues and key strategies, available at anytime and on any device.

SMSF Documents

Taking technology to the next level in SMSF document generation to establish funds and implement the latest strategies.