Start your RG 146 compliance today

The accountants’ exemption will be removed as of 30 June 2016.

What does this mean?

From this date professional accountants will not be able to recommend the establishment or winding up of a self-managed superannuation fund (SMSF) unless they hold the limited Australian Financial Services Licence (limited licence) or they are appropriately licensed under another entity.

Before you can become licensed, you must first meet the training requirements as defined in ASIC’s Regulatory Guide 146 Licensing: Training of financial product advisors (RG 146).

CPA Australia’s self-paced RG 146 Compliance Solution program offers a flexible pathway to attain the skills and knowledge as defined in RG 146, while also supplying quality online resources and support.

Outcomes of RG 146 compliance program

CPA Australia’s RG 146 Compliance Solution program comprises four modules and assessment, with an additional assessment only option to address the specialist knowledge area of SMSFs.

Upon completion of Modules 1 and 2, candidates will have satisfied the requirements for the Diploma of Financial Planning.

Enrolment in the RG 146 Compliance Solution program is open to non-members, allowing employees within your practice to complete the program as well. The program is also available to those wanting to embark on a career in financial planning.

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