In as little as two hours, this course outlines the various stages of retirement planning, eligibility for the Age Pension, Age Pension entitlements, some of the other benefits that assist senior Australians, and the interaction between the social security and superannuation systems through the social security treatment of superannuation assets and income streams.
Upon completion of this course, you will be able to:
– identify the financial and non-financial issues to consider when planning for retirement
– outline the eligibility criteria for the Age Pension.
– explain the nature and purpose of the deeming rules
– determine an individual’s Age Pension entitlement
– explain means testing and how the social security system takes an individual’s assets and superannuation income into account to determine eligibility for the Age Pension
– describe when and how superannuation funds communicate with Services Australia with regards to Age Pension entitlements
– outline the way in which the former family home is treated in the assets test and income test when an Age Pensioner enters aged care.
Retirement Essentials is delivered completely online in an interactive e-learning format comprising one e-learning module and a final quiz. Online delivery means you can study anywhere, anytime.
Corporate virtual workshop options are also available – contact us to discuss.
Flexible online
CPD Points
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Acknowledgement of Country
We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.
Acknowledgement of Country
We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.
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