Course Title

Super Solutions: Knowing, Growing, Showing

Duration

This training is split to two (2) sessions, approximately two (2) hours per session.

  • Superannuation and Pension Strategies – 1:00 PM to 3:00 PM Cebu Time
  • Superannuation and Pension Forms – 1:00 PM to 3:00 PM Cebu Time

Date of Training

26-27 April 2018

Purpose

The purpose of the ‘Super Solutions: Knowing, Growing, Showing’ Training is for learners to:

  • understand the different strategies and recommendations provided by financial advisers involving superannuation and pension
  • identify and fill out the forms needed to be completed for the different types of strategies and products

Scope:

This training covers the following,

  • Review on superannuation and pension fund types
  • Setting up of new superannuation and pension funds
  • Consolidation / rollovers
  • Superannuation contributions – Salary Sacrifice and Government co-contribution
  • Re-contribution strategy
  • Transition to Retirement
  • Pension Refresh
  • Portfolio Rebalancing
  • Beneficiary Nominations
  • Altering/changing instructions of existing superannuation and pension funds

 

Target Audience

This training is open to:

  • those who need to re-acquaint themselves with the strategies and the preparation of forms for both new and existing superannuation and pension funds
  • those whose clients might be considering to outsource these tasks and have this course beneficial to the Client Service Representative

Limited Slots for only 20 participants.