Super Death Benefit Claims Handling combines ASFA’s flagship Super Essentials program with our specialised Death Benefits Claims Handling Essentials course to deliver a comprehensive, end-to-end understanding of superannuation and death benefit claims handling.
This course is designed for professionals who manage, assess, support or oversee superannuation death benefit claims and need both foundational super knowledge and practical claims-handling capability. It will equip staff to manage claims confidently, compliantly and with member-centric sensitivity.
Participants will gain:
- Strong superannuation fundamentals
- Practical claims handling skills
- Confidence supporting vulnerable claimants
- Skills to manage difficult conversations
- Best practice claims management capability.
Learning outcomes
After attending this workshop you will be able to:
- Explain how the Australian superannuation system operates
- Understand contribution types, preservation rules and conditions of release
- 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
- Determine appropriate tax rates for death claim proceeds
- Verify binding death benefit nominations
- Handle difficult conversations and support potential beneficiaries.
Who should attend?
This course is ideal for staff who require both core super knowledge and specialised death benefit capability including:
- Death benefit claims assessors
- Insurance and claims administrators
- Member services officers
- Superannuation operations staff
- Compliance and risk professionals
- Trustee office staff
- Legal and dispute resolution teams.
How you’ll learn
Full-day (7.5-hour) online virtual workshop.
ASFA’s virtual workshops are a live and interactive learning experience. Participants can engage with industry-leading presenters who are experts in their field, together with their peers, just like they would at an ASFA face-to-face workshop. It is a unique opportunity to workshop ideas and concepts in a collaborative online environment facilitated by experts. Virtual workshops are limited to 30 participants to allow for discussion, and to ensure that participants have ample opportunity to ask presenters questions.
