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ASFA Industry Skills: Retirement Income Streams

ASFA Industry Skills Retirement Income Streams is an online self-paced module that provides a basic overview of retirement incomes and the various income stream products, while also exploring administration, taxation and social security factors.

Suitable for:

Industry Skills Retirement Income Streams is ideal for those who work in a role where retirement income stream products are a key element or where a general understanding of post retirement planning is required.

Topics:

The course is divided into five distinct chapters to assist you pace your studies and covers:

  1. Overview of retirement incomes
  2. Retirement Income Stream products
  3. Administration
  4. Tax treatment of income streams
  5. Social security

Assessment

At the end of the module there is open-book quiz style assessment consisting of 25 multiple choice questions. A mark of 80 per cent must be achieved to be awarded a Certificate of Completion.

Availability

This course is delivered in online format that can be undertaken at any time, Material are available to read online or can be downloaded in a flexible online format.

This module can also be facilitated as a customised corporate workshop for groups of 10 or more.

Cost:

Members: $275 inc. GST
Non-member: $310 inc. GST

CPD Points:

Six CPD points.

Next step:

Certificate IV in Superannuation (ASFA100) provides a great overview of the superannuation industry and where Retirement Income Streams fit within the broader picture.