Superannuation Training

Our online training platform is specifically designed for superannuation professionals including fund administrators, member services staff, general advice in superannuation authorised representatives and superannuation trustees. 

Services Include: 

• A minimum of 30 hours of superannuation-specific articles addressing RG146 Generic knowledge, Superannuation, and RSE competency areas.
• Access up-to-date superannuation content; and individual and team training records anywhere, anytime (including mobile devices running iOS and Android).
• Training management solutions – track and record all completed content online and offline and annual training plans with regular reporting and reviews.
• Online delivery of your in-house training – deliver your own in-house training to your employees so they can access it anytime while saving you time in delivery, assessment and record keeping.
• Employee Training Plan Development - we can provide employees with training plans to ensure knowledge is maintained for the purposes of RG146 Generic knowledge and Superannuation.

We provide support and training to assist Responsible Persons and Responsible Managers to build their proficiency in RSE, AFSL and fiduciary obligations. In addition to this, we provide knowledge and skill assessments, competency matrix mapping, specific training recommendations, training plan development (to assist with APRA’s fit and proper requirements) and CPD monitoring.

Employers typically find an RG 146 qualification provides participants with the knowledge but not the skills of how to provide general advice.  Our How to give General Advice course provides the tools representatives need to move from giving factual information to confidently having engaging general advice conversations.

Course material is accessed via our online portal and covers the areas of:

• What is General Advice
• General Advice discussion structure
• Conversation areas:
• Contributions and consolidation
• Investment
• Insurance
• Benefit payments
• Retirement

At the end of each area up to five (5) multiple choice and short answer questions are asked to help consolidate the student’s learning. In addition, students then have three (3) opportunities to practice these new skills via phone conversations with one of our qualified trainers, with feedback provided.

Upon completion a Certificate of Completion is issued with six (6) structured continuing professional development (CPD) hours allocated towards RG146 Superannuation and relevant RSE competencies.

Note: Please note that as this is not one of our RTO courses, completion of the How to give General Advice course cannot be used for future credit or RPL purposes.

We can provide in-house training programs for employees and directors to build industry knowledge and skill and to keep ahead of industry developments. Programs are delivered face-to-face and can be tailored to each client’s individual needs.

Training can be provided on a variety of different areas, including: 

• Introduction to superannuation
• How to give General Advice course
• Risk management awareness
• Audit awareness
• Understanding financial statements
• Fraud awareness
• AML/CTF awareness
• Directors’ duties and responsibilities
• Compliance awareness
• Privacy Legislation awareness
• APRA Prudential Standards
• Industry and legislation updates
• Annual Federal Budget review
• Common superannuation calculations
• Understanding information, general advice and personal advice
• Complaints management
• Superannuation induction – for new employees and directors

Client product and policy training – specific to client’s needs