Introduction to

Paying Benefits

 
Registration
Members
$130.00
Professional Subscribers
$144.00
Starter Subscribers
$152.00
Non-Members
$160.00

CPD 1.5

Introduction to Paying Benefits

Provides super fund administrators and member-facing representatives with a deep-dive into the complexities and practicalities of today’s preservation rules and conditions of release, and the restrictions and benefits created by these. By examining super in the context of its trust structure, course participants will also gain a good understanding of the obligations and best practice around death benefit nominations.

For a limited time, register for the Introduction to Paying Benefits and Introduction to Super Contributions course package for $200. Please send an email to training@aist.asn.au to take advantage of this offer


Who should register?

Superannuation administrators and any member-facing employees who may need a better understanding of the regulations and processes that restrict access to super, and improved knowledge of why the super trust structure makes valid death benefit nominations important.

 

Learning outcomes

Participants will understand:

  • The background to the typical components of a super account
  • The interaction between the preservation and condition of release rules
  • The tax treatment of benefit payments
  • Who can be a dependant and the importance of valid beneficiary nominations

 

Key Topics

  • Components of a super account
  • Preservation and conditions of release
  • Evidence required for benefit payments
  • Taxation of benefit payments
  • Binding death benefit nominations

Course duration

1.5-hour virtual classroom

Please visit our website to register or to find out more information about the course.

 

Intended audience (roles):

  • Administration
  • Call Centre
  • Member Education
  • Business Development
  • Member / employer engagement
  • Marketing / member communications

 

Dates

27 October 2022
2:00 pm - 3:30 pm AEDT