General advice can be very powerful when delivered well. Effective general advice helps super fund members better understand products and strategies, leads to the delivery of great customer service, and minimises your risk of compliance breaches.
So what does it take to deliver effective general advice? It’s a combination of both knowledge and skills. Simply knowing the difference between general and personal advice isn’t enough. It’s just as important to have the skills to communicate general advice in a way that clients will understand.
If you are already RG 146 compliant and certified to provide general advice in superannuation, the General Advice Skills Program is designed to give you everything you need to deliver effective general advice in superannuation; the knowledge, the skills and the confidence. For those not yet RG 146 compliant and certified to provide general advice in superannuation, then you should complete ASFA’s RG 146 Superannuation course prior to enrolling in the General Advice Skills Program.
The course covers two essential areas:
Knowledge centre
Gain an understanding of general advice, and what it takes to communicate clearly with clients.
Skills centre
Apply the theoretical concepts learnt in the knowledge centre to real-world scenarios via engaging activities and games.
Upon completion of this course, you will be able to:
– explain the differences between personal advice, general advice and factual information
– understand the Australian Financial Services Licence requirements for providing advice
– comply with conduct and disclosure obligations
– provide useful, relevant and accurate general advice in super
– understand general advice boundaries and how to minimise risks and avoid compliance breaches when providing advice
– select and use effective communication strategies when dealing with clients
– confidently speak to clients and members using active listening and effective questioning skills
– outline strategies for retaining members
– understand the importance of propriety and professionalism when providing advice.
This is a self-paced online interactive e-learning course that gives you the flexibility to study at any time, on any device.
Corporate virtual workshop options 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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Assistant Treasurer and Minister for Financial Services
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.
