Request a call
1300 728 505
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 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.
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
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.
$1,100 (inc. GST) per participant.
This three-day virtual forum is an online interactive webinar held via Zoom on the following dates:
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.
This forum is an online interactive webinar held via Zoom.
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.
Access our refund policy.
1300 728 505