Structured Training 2021

Age Pension Overview

Purpose

The purpose of the Age Pension Overview training is for learners to:

  • Demonstrate how to research and update oneself on social security changes
  • Explain why an understanding of social security (Age Pension) is important
  • Manually illustrate how to determine Age Pension (no software involved)
  • Provide an understanding of how Age Pension fit within the advice process and its importance
  • Ensure previous learnings about Age Pension are retained and kept current

Scope

This training covers the following,

  • Age Pension Eligibility
  • Assets Test & Thresholds
  • Income Test & Thresholds
  • Gifting
  • Deeming
  • Age Pension Entitlement

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.