The SMSF Academy - Advisor Survey

Question Title

* 1. What type of service provider are you?

Financial Planner

Para-planner

Accountant

Fund Administrator

Lawyer

Actuary

Other (please specify)

Question Title

* 2. How long have you been a providing services to SMSFs?

Never

< 1 year

1 - 2 years

2 - 3 years

3 - 5 years

5 - 10 years

> 10 years

Question Title

* 3. How would you rate your knowledge to appropriately advise on issues relating to SMSFs?

	1 - No knowledge	2	3 - Very little	4	5 - Reasonable	6	7- Confident	8	9 - Very Confident	10 - The guru
Your knowledge	Your knowledge 1 - No knowledge	Your knowledge 2	Your knowledge 3 - Very little	Your knowledge 4	Your knowledge 5 - Reasonable	Your knowledge 6	Your knowledge 7- Confident	Your knowledge 8	Your knowledge 9 - Very Confident	Your knowledge 10 - The guru

Question Title

* 4. SMSF topics of interest

	1 - not interested	2	3 - some interest	4	5 - very interested
Monthly technical update	Monthly technical update 1 - not interested	Monthly technical update 2	Monthly technical update 3 - some interest	Monthly technical update 4	Monthly technical update 5 - very interested
How to setup SMSF	How to setup SMSF 1 - not interested	How to setup SMSF 2	How to setup SMSF 3 - some interest	How to setup SMSF 4	How to setup SMSF 5 - very interested
Contribution strategies	Contribution strategies 1 - not interested	Contribution strategies 2	Contribution strategies 3 - some interest	Contribution strategies 4	Contribution strategies 5 - very interested
How to setup an income stream	How to setup an income stream 1 - not interested	How to setup an income stream 2	How to setup an income stream 3 - some interest	How to setup an income stream 4	How to setup an income stream 5 - very interested
Pension strategies	Pension strategies 1 - not interested	Pension strategies 2	Pension strategies 3 - some interest	Pension strategies 4	Pension strategies 5 - very interested
Limited Recourse Borrowing strategies	Limited Recourse Borrowing strategies 1 - not interested	Limited Recourse Borrowing strategies 2	Limited Recourse Borrowing strategies 3 - some interest	Limited Recourse Borrowing strategies 4	Limited Recourse Borrowing strategies 5 - very interested
Investment Segregation	Investment Segregation 1 - not interested	Investment Segregation 2	Investment Segregation 3 - some interest	Investment Segregation 4	Investment Segregation 5 - very interested
Fund Reserves	Fund Reserves 1 - not interested	Fund Reserves 2	Fund Reserves 3 - some interest	Fund Reserves 4	Fund Reserves 5 - very interested
Understanding death benefit nominations	Understanding death benefit nominations 1 - not interested	Understanding death benefit nominations 2	Understanding death benefit nominations 3 - some interest	Understanding death benefit nominations 4	Understanding death benefit nominations 5 - very interested
Estate planning strategies	Estate planning strategies 1 - not interested	Estate planning strategies 2	Estate planning strategies 3 - some interest	Estate planning strategies 4	Estate planning strategies 5 - very interested

Other (please specify)

Question Title

* 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)?

Yes

Question Title

* 6. Would you be interested in attending an Advisor advanced strategies day if it was conducted?

Yes

Maybe

Question Title

* 7. How often are you interested to receive any form of SMSF training & education?

Once-off only

Annually

Half-Yearly

Quarterly

Bi-monthly

Monthly

Other (please specify)

Question Title

* 8. What format of training most appeals to you to obtain information regarding SMSFs?

	Definitely	Probably	Maybe	Unlikely	Never
Face-to-Face presentations	Face-to-Face presentations Definitely	Face-to-Face presentations Probably	Face-to-Face presentations Maybe	Face-to-Face presentations Unlikely	Face-to-Face presentations Never
Small Group or class	Small Group or class Definitely	Small Group or class Probably	Small Group or class Maybe	Small Group or class Unlikely	Small Group or class Never
Webinars (Web-based presentations)	Webinars (Web-based presentations) Definitely	Webinars (Web-based presentations) Probably	Webinars (Web-based presentations) Maybe	Webinars (Web-based presentations) Unlikely	Webinars (Web-based presentations) Never
Self-paced online training	Self-paced online training Definitely	Self-paced online training Probably	Self-paced online training Maybe	Self-paced online training Unlikely	Self-paced online training Never

Other (please specify)

Question Title

* 9. What industry bodies do you require CPD points to be allocated for?

SPAA

ICAA/CPA/NIA/NTAA

FPA/AFA

Other (please specify)

Question Title

* 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.

Name: *

Company:

State/Province: *

ZIP/Postal Code: *

Email Address:

Question Title

* 1. What type of service provider are you?

Question Title

* 2. How long have you been a providing services to SMSFs?

Question Title

* 3. How would you rate your knowledge to appropriately advise on issues relating to SMSFs?

Question Title

* 4. SMSF topics of interest

Question Title

* 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)?

Question Title

* 6. Would you be interested in attending an Advisor advanced strategies day if it was conducted?

Question Title

* 7. How often are you interested to receive any form of SMSF training & education?

Question Title

* 8. What format of training most appeals to you to obtain information regarding SMSFs?

Question Title

* 9. What industry bodies do you require CPD points to be allocated for?

Question Title

* 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.

* 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.