Staff Training

The financial services world is extremely competitive today and it has become very important for organizations to ensure that their staff members can proactively identify practical but innovative solutions for their clients in order to keep them happy. At SMSF Consulting we have helped innumerable organizations keep up with the growing needs of their clients through SMSF taxation advice and training.

Helping You Educate Your Staff

Our Sydney SMSF specialists have gained quite a reputation delivering staff training services to help professionals manage SMSF tax accounting and super fund solutions for their clients. Our training program has been designed to make the most of the SMSF experience and knowledge through our technical team. This allows us to tap into our expertise to empower your employees so they can add value to your client relationships.

A Comprehensive Training Program

Our SMSF tax service training program is designed to be comprehensive, valuable and educating for your employees. The program can be tailored to meet the needs of your clients and staff members. The training days can also include various client questions and scenarios to make the training program a relevant and valuable event for your firm.

We also conduct a variety of client sessions which are designed to refresh the understanding of your employees about the basic SMSF requirements and SMSF tax accounting. This ensures that your staff members are up to date with the latest industry developments. Training can include a wide range of topics including SMSF audit, restrictions, rules, SMSF compliance and common breaches.

To make the training program more enjoyable and interactive, we ensure they are informal events. These training sessions encourage the participants to discuss various relevant issues, ask questions about the common issues they face with their clients and consider various scenarios that maybe typical for your organization.