Superannuation overview

$450.00 +GST

This course provides an overview of Australia’s superannuation system and provides you with the specialist knowledge and skills necessary to understand, navigate, and advise on superannuation. The course contains 12 interactive learning modules and an assessment quiz providing you with 20 CPD hours.

The course content reviews the development of superannuation together with the legislative basis, the industry structure, and market participants. This is followed by an analysis of the investment and tax rules of superannuation – often the key features of a superannuation fund as far as clients are concerned.

Practitioners need to understand the rules for putting money into and taking money out of superannuation and so the requirements for making contributions and roll overs, and for taking lump sums or commencing income streams are examined. The specialised area of small funds such as SMSFs is also explained. Finally, as superannuation is a key pillar of government policy to deliver income for retirement, retirement planning, the interaction of superannuation with the social security system is considered.

You will have access to the course for 180 days to complete the learning and the assessment. The assessment can be attempted once all course material has been viewed. There are 60 multiple choice questions. If you fail the assessment, it can be re-attempted until the pass mark of 80% of answers correct is achieved. Throughout the course material there are ‘review’ questions to aid your learning, these are not part of the assessment but provide an indication of the type of questions you will see in the assessment quiz.

Claim your complimentary SMSF Association Membership.

Completion of the ‘Superannuation overview’ course entitles you to claim a complimentary membership with the SMSF Association, provided you are not already a member.

Terms and Conditions

Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.