Tuesday 10 July 2007

DFS(FP) Update 2

I'm quite enjoying the Diploma of Financial Services (Financial Planning) coursework from ps146.com. There are 80 assessment questions to complete within 4 months, so far I've done the first three. The subject matter in the first course is quite general, but serves to fill in any gaps in your knowledge, especially the finicky details like exactly what is the difference between general and personal advice, and how that translates into what obligations are restrictions apply.

The folder of course notes for the third subject (Superannuation) only arrived today - apparently the delay was due to updating the material to include the "Simpler Super" rule changes that came into effect on 1 July. It looks as if that is the most detailed of the subjects, as there are a lot of specific conditions that impact on how superannuation is taxed and when contributions and withdrawals are allowed. Since DW and I are trustees for our own SMSF this will be a useful subject.

Copyright Enough Wealth 2007

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