MFAA

MFAA SMSF Lending Accreditation face to face workshop coming to WA

MFAA’s SMSF lending program and accreditation is an education journey rather than a quick trip.

Facilitated by SMSF subject matter experts, this interactive session will workshop client scenarios as well as respond to any specific scenarios you are facing within your organisation.

Your investment grants you access to the complete program; a blended learning approach providing a range of content, which includes:

  • a practical one day workshop facilitated by our SMSF subject matter experts (8hours);
  • video-on-demand content (12hours);
  • online assessments (2hours);
  • a complimentary 'Bare Trust and Trust Deed' (for you or your clients);
  • access to a specific SMSF online platform;
  • supplementary material;
  • online help and support; and
  • MFAA SMSF lending accreditation (specific branding and marketing).

The workshop will also include:

  • recovering your investment;
  • how to effectively implement SMSF lending into your business;
  • initiatives that potentially reduce your SMSF lend processing time by 40%;
  • practical applications that position yourself at the centre of your clients SMSF lending transaction;
  • increasing referral relationships by demonstrating value in the transaction to the client, and the clients accountant/financial advisor/solicitor;
  • strategies to make SMSF lending profitable;
  • initiatives to increase lending opportunities with SMSF lending; and
  • SMSF lending strategies to improve cash flow and debt reduction for your client;

For more information on pre-requisites, post-workshop, accreditation or testimonials, click here.

For SMSF Lending FAQ click here.

For SMSF Lending dos and don’ts click here.

workshop

9:00am - 5:00pm
Registration 8:30am

Monday 24 November 2014

Ibis Styles Perth
15 Robinson Avenue
Northbridge WA

Member $1080 + GST
Non-Member $1512 + GST

Register Now


About our presenters

Peter Dunworth
Peter is the founder of Super Fund Pro, a leading SMSF administrator to the mortgage broking industry. His practice provides support for credit advisers to help grow their mortgage volumes by focusing on SMSFs.

Super Fund Pro has tested procedures and systems in place to support broker conversations and ensure that client transactions run smoothly and successfully. Super Fund Pro helps to mitigate the chance of litigation from credit advisers' clients by providing clarity and knowledge about SMSF Lending.

Doug Mathlin
Doug is a consultant to the finance Industry and founder of FrontRunner Consulting Group. He has written many programs focusing on the successful operation of finance businesses.

Doug works with many top producers as a coach and adviser. His areas of speciality include; business planning, marketing strategies, analysing the strengths and weaknesses within businesses, scripting, sales presentations, lead generation, client service excellence, CRM, recruitment strategies and understanding buyer behaviour. He has produced leadership development programmes for business owners and senior personnel. FrontRunner also specialises in building effective teams.

Registration Enquiries

Claire Coleman
02 8905 1319
professionaldevelopment@mfaa.com.au

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