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AIST’s new offering is ideal for both industry newcomers who need a thorough introduction to superannuation and those who want a broad overview of the industry, including new trustee directors.
The RG146 Foundations of Super course was developed by AIST to suit those, including staff in client-facing roles, who need to be RG146 compliant but who don’t intend to undertake the AIST Diploma of Superannuation, and will not be giving personal advice.
The course meets all the generic and specialist knowledge requirements specified by ASIC in Regulatory Guide (RG)146. It explores the history, rules and regulations of superannuation and how it fits into Australia’s economic landscape.
RG146 Foundations of Super is completed over three days including a multiple choice assessment. Upon successful completion of the course, participants will receive 12 CPD and a statement of completion.
To take advantage of our early bird pricing, please ensure you book your place at least six weeks before the course begins. If you are booking six weeks or less before the beginning of the course, regular rates will apply.
For a tailored experience, our trainers can come to you to deliver our courses at a time that suits your organisation.
For more information, please complete this form.
Wondering how this course differs from RG146 for the Superannuation Industry? Find out here!
Industry newcomers and those who want a broad overview of the industry, including new trustee directors.
Superannuation history & overview (stats)
The government’s three-tiered retirement income policy
Trust structure & concessional tax treatment
Benefit designs (accumulation and DB)
Types of fund (Industry, Corporate, Retail, Public Sector, SMSF, taxed & untaxed funds)
Use of service providers
Legislation (SIS, Corps Act, AML/CTF, Tax Acts, Privacy)
Regulation (APRA, ASIC et al)
Role of the trustee
Trustee responsibilities (covenants, best interests)
Who can contribute?
Contribution types & limits
Tax on contributions
Tax concessions (spouse contributions, deductibility, salary sacrifice, First Home Super Saver Scheme)
SG payment requirements
Conditions of Release
Taxation on benefit payments
Basic investment concepts (asset classes, risk & return, long-term investment, diversification)
The super fund investment process (strategy, objectives, implementation, manager selection & monitoring)
Key Economic Indicators
Operation of financial markets
The impact of Government policies (fiscal/monetary policy)
Member communications (statements, SENs, annual reports, Websites, call centres)
Disclosure documents (FSG, PDS, GAW, SOA)
Facts, Information & Advice
Benefit types (Death & Total and Permanent Disablement, Income Protection)
Tax on benefits
Centrelink’s Age Pension
Retirement products (account-based pensions & annuities)
Two (2) days including a Multiple Choice Exam which takes between 60 - 90 minutes.
Please note: To ensure we are able to meet your dietary needs, please let us know via firstname.lastname@example.org at least 48 business hours prior to the event. Unfortunately, we are unable to cater to special requirements after this timeframe.