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The SMSF Academy - Advisor Survey

1.Advisor Questions

This survey is designed to assist us in getting a better understanding what YOU as an advisor are looking from an education and professional development viewpoint in developing The SMSF Academy. There are 10 questions to be completed that should take no more than 2-3 minutes.
1.What type of service provider are you?(Required.)
2.How long have you been a providing services to SMSFs?(Required.)
3.How would you rate your knowledge to appropriately advise on issues relating to SMSFs?(Required.)
1 - No knowledge
2
3 - Very little
4
5 - Reasonable
6
7- Confident
8
9 - Very Confident
10 - The guru
Your knowledge
4.SMSF topics of interest(Required.)
1 - not interested
2
3 - some interest
4
5 - very interested
Monthly technical update
How to setup SMSF
Contribution strategies
How to setup an income stream
Pension strategies
Limited Recourse Borrowing strategies
Investment Segregation
Fund Reserves
Understanding death benefit nominations
Estate planning strategies
5.Would you be interested in a attending a monthly web-based SMSF technical update (would be included as part of advisor membership and on a user-pay basis)?(Required.)
6.Would you be interested in attending an Advisor advanced strategies day if it was conducted?(Required.)
7.How often are you interested to receive any form of SMSF training & education?(Required.)
8.What format of training most appeals to you to obtain information regarding SMSFs?(Required.)
Definitely
Probably
Maybe
Unlikely
Never
Face-to-Face presentations
Small Group or class
Webinars (Web-based presentations)
Self-paced online training
9.What industry bodies do you require CPD points to be allocated for?(Required.)
10.Complete your details to go into the draw to win a $300 Pepper's Hotel & Resorts voucher.

Note: It is not compulsory to provide your details, however you will not go into the draw to win the gift voucher.(Required.)