Training Course:Personal Financial Planning and SuperannuationSchool/Trainer:CPA Australia
Brisbane, Melbourne, Perth, Sydney, Australia
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' Workshop 1 �The Financial Planning Process, Investments and Remuneration Planning
This workshop will discuss financial planning process and Statement of Advice, regulatory and licensing requirements, risk, return and portfolio analysis, investment issues and strategies, types of investments and insurance.
Workshop 2 �Personal Tax Planning, Retirement Planning, Estate Planning and Social Security
This workshop will discuss remuneration planning, structures, small business retirement concessions, superannuation surcharge, retirement and estate planning and social security.
Workshop 3 �The Superannuation Industry, Contributions and Termination Payments
This workshop will discuss:
- Government retirement policy
- Superannuation guarantee
- Superannuation fund structure
- Operating rules
- Auditing requirements
- Taxation of funds
- Termination payments
- Redundancy and leave payments
...''
Please go to the school's official website for training price and schedule:
http://www.cpaaustralia.com.au/
Phone:1300 857 705
School Address:
Member Services Centre
CPD Registration
GPO Box 2820AA
Melbourne VIC 3001
Australia
Jobs & Resumes: Brisbane, Melbourne, Perth, Sydney
Houses & Roommates: Brisbane, Melbourne, Perth, Sydney
Other training courses offered by CPA Australia:
How to Handle Financial Risk
Internal Controls in the Finance Function
Managing Foreign Exchange Risk
Money Laundering and Terrorism Financing
Financial Accounting
Financial Risk Management
Managing and Forecasting Cash Flow
Annual Financial Reports-Understanding Disclosures
Accounting for Income Taxes
Understanding key accounting standards
Social Security Fundamentals
Budget and Financial Essentials
External Reporting Framework and the Budget Balances
Government Legislative & Financial Management Framework
Governance & Accountability
Financial Management using Microsoft Excel
Automating Spreadsheet Tasks Using VBA
MYOB for Professional Accountants
PowerPoint Presentations
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