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Superannuation Social Security and Income Stream Products

 

Learning Name:

Superannuation Social Security and Income Stream Products

 


Overview

Throughout the various stages of their life, your clients will need to plan for their retirement as well as any other challenges they may face.

This unit will provide you with specialist knowledge about the superannuation and social security systems within Australia to assist your clients plan for their retirement and deal with any challenges faced. Additionally, it investigates the different retirement income streams that can be utilised as well as ascertaining the taxation and social security implications.


Objectives

This unit will provide you with an understanding of:

- About Superannuation
- Preservation, ETPs, Reasonable Benefit Limits
- Retirement Income Streams
- Social Security


Duration

3 hours (nominal)


Components

 

Weighting

 

01 - About Superannuation 25 % Detail
02 - Preservation, ETPs and RBLs 25 % Detail
03 - Retirement Income Streams 25 % Detail
04 - Social Security 25 % Detail


Note: Weight is the percentage that each component contributes towards the final result.


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