Benefits Essentials

About this course

The essentials of benefits payments

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.

Learning outcomes

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

– explain what is meant by ‘preservation’
– list the three types of preservation status
– explain the conditions of release
– outline the circumstances under which a superannuation benefit must be paid out
– list the three ways that a superannuation benefit can be paid
– explain the various types of income streams and their differences
– describe Transition to Retirement (TTR) arrangements
– explain the administration process and tax treatment of benefit payments.

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

2 CPD points

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.