Structured Training

Course Title

Superannuation & Pension Strategies Training


This training will have two (2) sessions, approximately two (2) hours per session.

Date of Training

February 27 and 28, 2019

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 Financial Planning Assistant.


The purpose of the ‘Superannuation and Pension Strategies’ 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


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

More Information