Structured Training 2021

Superannuation Advice Strategies Structured Training

Purpose

The purpose of the ‘Superannuation’ Structured Training is for learners to:

  • refresh previous learnings about superannuation ensuring they are retained and kept current
  • understand the different strategies and recommendations provided by financial advisers involving superannuation
  • outline the benefits and risks of superannuation recommendations

At the end of this training, team members will be able to determine and distinguish how superannuation advice strategies fit within the advice process and evaluate these strategies with more confidence.

Scope

This training covers the following,

  • consolidation
  • rollovers
  • portfolio rebalancing
  • investment switch
  • contributions – concessional & non-concessional
  • beneficiary nomination

Target Audience

This training is open to team members with at least 12 month’s tenure or more to provide additional refreshers and address tenured team members’ requests for learning opportunities. Qualified participants nominated by their clients are prioritised on a first-come, first-serve basis.

Duration

This training is approximately a 2-hour session via Zoom Video Conference meeting inclusive of LMS comprehension check.