Superannuation – General Advice Virtual Workshop Download a brochure Course overviewTopicsFeesDate and durationEnrolmentPoliciesCourse overviewAre 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. TopicsSuperannuation 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 durationThis 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 EnrolmentEnrolment 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. PoliciesStudent 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. Enrol now > 1300 728 505 Email us