語言

Online

公司

CPA AUSTRALIA

時間

N/A

地點

中環

課程費用

1424

CPD 時數

0

聯絡方法

Online

This online toolkit is to support everything you need to get started and what you need to know. Also covers navigating the advice process, step by step and writing your first SoA.

This toolkit contains:

Access to a three part webinar series:

  • Part 1 - Things you need to know and things you need to do (full of practical tips to get you started).
  • Part 2 - SoA writing (Stage 1): Scoping advice, appropriate advice (run jointly with Holley Nethercote).
  • Part 3 - SoA writing (Stage 2): Completing a fact find, generating an advice document.

Access to an online Resources Library:

This includes:

  • Advice guidelines and policies - You will have access to advice guidelines and policies applicable to Limited AFS and the costs of advice you provide.
  • Fact find
  • SoA templates (SMSF set up, contributions and pension SoA).
  • Referrals guide
  • Client communications kit
                                                                                          

Language : English                                                     

Member Fee: $ 1424  | Non Member Fee: $ 16153

More info: Click Here               

* All prices are subject to change without prior notice due to currency fluctuation