Online Adviser Course – Property Investment

Busting the myths around super and property investment

Australians have historically had a love affair with property but investment in property through superannuation is not well understood. There is a common misconception that Self Managed Super Funds (SMSFs) are the best way to gain property exposure and that such exposure is risk-free. Many SMSFs are overweight in property and the holding costs can be high.

This program compares the pros and cons of investing in property through APRA-regulated superannuation funds and SMSFs as well as negatively geared residential property outside superannuation.

Learning objectives:

Upon completion of this program, participants will be able to:

  • Discuss the benefits and pitfalls of property investment with fund members
  • Explain the advantages of investing in property through superannuation as part of a diversified portfolio
  • Work out a cost-benefit analysis of gearing into a property investment and compare this to property investing through a pooled super fund

This activity has been accredited for continuing professional development points by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity. Accreditation number 007419 for 2 points.

Who should attend and register?

This course is designed for superannuation professionals who provide personal financial product advice and their support staff.

Training methods

Online delivery only.

Assessment

The course contains a ten question multiple-choice quiz.

Delivery methodOnline only
CPD Hours2 hours

Prices
Member $200.00
Non-Member $240.00

FPA Accreditation

This activity has been accredited for continuing professional development points by the Financial Planning Association of Australia but does not constitute FPA's endorsement of the activity. Accreditation number 007419 for 2 points.

This course is at no additional charge if your fund participates in AIST's Licensing, Compliance and Professional Development Program. Program participants can register online.

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