Death Benefits Claims Handling Essentials

About this course

How to handle death benefit claims

The assessment of death and disability claims causes a significant number of complaints from superannuation fund members and is an area of focus for ASIC. Claim time can also bring high emotions.

In as little as one hour, this course provides a comprehensive understanding of the claims assessment process, including claims handling principles and best practice, and the skills required to handle difficult customer interactions.

Learning outcomes

Upon completion of this course, you will be able to:

– describe the AFS licence obligations for claims handling services
– understand effective claims handling principles
– identify vulnerable claimants and make adjustments for them
– explain the claims process and timeframes, including identifying beneficiaries and conducting claim staking
– calculate the tax on death claim proceeds
– verify binding death benefit nominations
– handle difficult conversations and support potential beneficiaries.

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Death Benefits Claims Handling Essentials will suit individuals in, or aspiring to work in claims handling roles or specialist death benefits administration roles within superannuation funds or service providers to the superannuation industry.
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The estimated time commitment to complete the course is approximately one hour.
You will be assessed by an online exam.
Upon successful completion of this course you will receive an ASFA Certificate of Completion.

Delivery mode(s)

Pricing (incl. GST)

Flexible online

Member: $195
Non-member: $250

CPD Points

1 CPD point

Enquiries

For all enquiries, contact ASFA Learning.

Daniel Mulino MP

Assistant Treasurer and Minister for Financial Services

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Born in Brindisi, Italy, Daniel was a young child when he moved with his family to Australia. He grew up in Canberra and completed his first degrees – arts and law – at the ANU. He then completed a Master of Economics (University of Sydney) and a PhD in economics from Yale.

He lectured at Monash University, was an economic adviser in the Gillard government and was a Victorian MP from 2014 to 2018. As Parliamentary Secretary to the Treasurer of Victoria, Daniel helped deliver major infrastructure projects and developed innovative financing structures for community projects.

In 2018 he was preselected for the new federal seat of Fraser and became its first MP at the 2019 election, re-elected in 2022 and 2025. From 2022 to 2025, Daniel was chair of the House of Representatives’ Standing Economics Committee in which he chaired inquiries; economic dynamism, competition and business formation and insurers’ responses to 2022 major floods claims.

In 2025, he became the Assistant Treasurer and Minister for Financial Services.

In August 2022, Daniel published ‘Safety Net: The Future of Welfare in Australia’, which aims to explore the ways in which an insurance approach can improve the effectiveness of government service delivery.