Get your business SMSF ready

Transition to Licensing is an intensive business program that gets you and your business ready to provide strategic financial advice and SMSF accounting services – efficiently, legally and profitably. This unique program not only helps you obtain all the necessary qualifications to deliver the best SMSF accounting standards, but also provides practical advice and guidance on how to make it all possible within your business. Download the program outline. The four modules of the Transition to Licensing program are:

1 Training

1 RG146 qualification RG146 covers the first four units of the Diploma of Financial Services and is the mandatory education level for becoming an authorised representative, and being able to provide a full range of strategic advice. 2 SMSF specialisation training Required if you haven’t already attained your SMSF specialisation qualification. 3 Transition to Licensing workshop This in-depth workshop explores how to manage your dual responsibilities as an SMSF licence holder and an accountant. It also covers how to implement an effective strategic-advice centred pricing structure and practical advice on how to manage your SMSF accountant responsibilities both to ASIC and your clients. 4 Induction program A comprehensive induction program into the systems and processes we have developed to make the transition to licensing easier. You will be guided on how to meet your compliance requirements, utilise advice templates, use customised financial planning software and SMSF accounting programs, and access extensive professional development training and online resources.

2 SMSF specialist accreditation

If you haven’t already attained an SMSF specialist accreditation, we will support you to get there. SMSF Advice will cover 50% of your cost of becoming an accredited SMSF specialist advisor (SSA) by the SMSF Professionals Association of Australia Limited (SPAA) and 50% of the first year of membership. If you prefer to become recognised as an SMSF specialist by receiving accreditation from Certified Practicing Accountants Australia (CPA Australia) or from the Institute  of Chartered Accountants (CA), SMSF Advice will pay a contribution towards the cost of your post-graduate studies in SMSF accounting services.

3  Para-planning support

SMSF Advice is one of the few financial services providers that will prepare your first four Statements of Advice once you have become one of our authorised representatives. As a market leader, we have the resources and capability to assist your business to make the transition as quickly as possible, and we make a commitment to do so.

4  Client base analytics

Client analytics is a tool used by businesses to identify similar groupings of clients within their database. In the context of an accountancy practice, it is useful to group together clients of a similar age, wealth bracket, occupation or locality. Groups of clients most likely to need your strategic advice can be identified along with tailored marketing materials. SMSF Advice gives you access to client analytic software and will guide you on how to use it. We use this software in our business, and it has been developed by trusted Australian research house Roy Morgan.

Program details

Download the Transition to Licensing program PDF for a detailed outline of training elements and delivery method (online/face-to-face).

Cost of training:

Included in the Transition to Licensing Program fee.

Program cost:

The total market value of this program has been estimated to approximately $15,000. To help make the move into licensing as stress-free as possible, we have heavily subsidised this cost:

  • Full program – $3,300 includes 13 days
  • Fast track A (already have DFS) – $1,650 includes 4 days
  • Fast track B (already SPAA and super accredited) – $1,650 includes 11 days

Group bookings:

For groups of 10 or more participants, we are able to customise a program and timing to suit. Presenters Training is delivered by SMSF experts and business improvement specialists who understand how accounting businesses operate (most of us have accounting backgrounds!) and what it takes to build and manage a successful financial planning practice.


The main benefit of the training structure is the interactive, face-to-face delivery of the content and the intensity at which it is run. You will complete your training in around 6 months, rather than the usual 1–2 years by distance learning.

Contact us to register now, or find out more from one of our expert team.