Structured Training 2020

Superannuation & Insurance Advice Strategies Structured Training

Purpose

The purpose of the ‘Understanding Superannuation & Insurance Advice Strategies’ Structured Training is for learners to:

  • understand the different strategies and recommendations provided by financial advisers involving superannuation and insurance
  • outline the benefits and risks of superannuation and insurance recommendations
  • provide an understanding of how superannuation and insurance strategies fit within the advice process and its importance
  • ensure previous learnings about superannuation and insurance strategies are retained and kept current

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

Scope

This training covers the following,

  • superannuation consolidation and rollovers
  • unclaimed supers and eligible rollover funds
  • salary sacrifice
  • spouse contributions & contribution splitting
  • government co-contribution and LISTO
  • First Home Super Saver Scheme
  • downsizer Contributions
  • re-contribution strategy
  • portfolio rebalance and investment switch
  • beneficiary nominations
  • linked insurance covers – life, TPD, trauma
  • pre-pay income protection outside superannuation
  • linked insurance premiums – TPD, IP

Target Audience

This training is open to those team members who need to re-acquaint themselves with superannuation and insurance strategies and those clients who would consider this course beneficial to their team members.

Duration

This training is approximately a 2-hour session via Zoom Video Conference meeting.