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
