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Benefits Essentials


As part of ASFA Learning’s new Essentials Series of short courses targeting core superannuation topics, this quick, convenient course teaches you how members and (in the case of death) their dependants receive money out of superannuation in the form of benefits.

Why complete the course?

In as little as two hours, this course provides you with all the essential knowledge of superannuation benefits, including the SIS conditions of release, the administration procedures and paperwork in respect of paying superannuation benefits, rollovers, the different ways people can provide for their retirement through retirement income streams, Transition to Retirement (TTR) arrangements, the payment of death and disability benefits, and the tax applicable on lump sums taken out of superannuation.

And because it leverages the expertise of the ASFA policy and research team, you can rely on our course keeping up with the superannuation industry’s rapidly changing requirements.


What’s covered in the course?
  • What is meant by ‘preservation’?
  • The three types of preservation status
  • Conditions of release.
  • The circumstances under which a superannuation benefit must be paid out.
  • The three ways that a superannuation benefit can be paid.
  • The various types of income streams and their differences.
  • Transition to retirement arrangements.
  • The administration process and tax treatment of benefit payments.


Is this course right for you?

Benefits Essentials will suit individuals in, or aspiring to work in, administrative or specialist roles within superannuation funds or service providers to the superannuation industry who require an understanding of the key area of superannuation benefits.

How you’ll learn

Benefits 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.

What you’ll gain

Upon successful completion of Benefits Essentials you will receive an ASFA Certificate of Completion.

How long it will take to complete

The estimated time commitment to complete the course is approximately two hours.


Member: $195
Non-member: $250

CPD Points
2 Continuing Professional Development (CPD) awarded upon successful completion of this course.


For all enquiries, contact ASFA Learning.

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