Course overview

Are you looking to become compliant in Superannuation – General Advice? Achieve this goal in just three days with our brand new 100% live online Superannuation – General Advice Virtual Workshop held over Zoom.

In this workshop, that covers the Tier 1 general advice in the superannuation specialist knowledge area in an efficient and streamlined way, you’ll be exposed to the characteristics of the superannuation industry in Australia and superannuation as a means of funding retirement. The legislation and regulation governing superannuation will be covered, as will fund design and the taxation of funds. Consideration will be given to the payment and income stream options available on retirement and to taxation and social security issues.

You’ll also cover Tier 1 Generic Knowledge in the workshop. This provides the generic knowledge component for all Tier 1 training and assessment requirements for individuals who provide general financial advice to retail clients. The content will introduce you to the products, markets and regulatory environment for the financial services industry in Australia.

A certificate of completion and a certificate of attendance outlining CPD hours will be awarded at the conclusion of this live online three-day workshop.

Note: This workshop isn’t recorded.

About the presenter

Jenni Erbel

Jenni Erbel has been in the financial services industry since 1987 across roles such as CEO of an APRA-regulated super fund, financial adviser and business owner. Jenni has a passion for education and conducted training across all areas of financial advice for the past 30 years.

Topics

Superannuation

Topic 1: Providing for retirement

Topic 2: Superannuation legislation and regulations

Topic 3: Fund types and tax aspects

Topic 4: Contributions and transfers

Topic 5: Superannuation guarantee

Topic 6: Preservation and condition of release

Topic 7: Benefit payments

Topic 8: Death benefits

Topic 9: Retirement and other benefits outside of superannuation

Topic 10: Retirement strategies

Generic Knowledge

Topic 1: Australia’s financial system and economic environment

Topic 2: Introduction to the financial services industry and legislation

Topic 3: Investment asset classes and mortgage loans

Topic 4: General Insurance.

Fees

$1,100 (inc. GST) per participant.

Date and duration

This three-day virtual forum is an online interactive webinar held via Zoom on the following dates:

• Monday, 20 June 9:00am – 3:00pm (AEST) with a one-hour break
• Tuesday, 21 June 9:00am – 3:00pm (AEST) with a one-hour break
• Wednesday, 22 June 9:00am – 3:00pm (AEST) with a one-hour break

Structure

• Day 1                     Generic Knowledge
• Day 2 & 3              Superannuation

Enrolment

Enrolment

Individuals are required to be aged 18 years or older to enrol in this webinar. 

To enrol in this course, click here to download the enrolment form.

Delivery

This forum is an online interactive webinar held via Zoom.

Policies

Student policies

 Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.

Terms and Conditions

Click here to access our terms and conditions.

Refund Policy

Access our refund policy.