Education Survey | December 2019

Heffron currently runs a range of training events for accountants, advisers and other professionals who advise SMSF trustees. These largely take the form of webinars, face to face seminars (either on the client’s premises or as part of a public event) and master classes. While this type of training has a valuable role to play we think there’s more we could do.

Take this survey to help us provide SMSF training tailored to your needs. It only takes 5 minutes.

Thank you!
Part 1 - Training for yourself

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* 1. Which of the following best describes you? Select one.

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* 2. Select the step of the SMSF journey you are currently in. Select one.

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* 4. In terms of online learning for yourself, how important are each of the following to you?

  Not important Somewhat important Important Very important
My knowledge is tested along the way to make sure I’ve understood
I have reference materials to go back to
I can compete with others to make the experience fun
I can personalise my training in the order that makes sense for me
I can track my progress towards completing a particular area
I get some form of recognised accreditation or CPD
It’s delivered in short sessions to do small sessions regularly
I can share my progress with others
I can participate in online forums to discuss the content
I can interact with the technical staff at Heffron about the content

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* 5. Do you supervise staff?