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Retirement Essentials


As part of ASFA Learning’s new Essentials Series of short courses targeting core superannuation topics, this quick, convenient course teaches you all about the fundamental area of helping members plan for retirement.

Why complete this course?

In as little as two hours, this course outlines the various stages of retirement planning, eligibility for the Age Pension, Age Pension entitlements, some of the other benefits that assist senior Australians, and the interaction between the social security and superannuation systems through the social security treatment of superannuation assets and income streams.

And because it leverages the expertise of the ASFA policy and research team, you can rely on current content in line with the superannuation industry’s rapidly changing requirements.

What’s covered in the course?
  • Financial and non-financial issues to consider when planning for retirement.
  • Eligibility criteria for the Age Pension.
  • The nature and purpose of the deeming rules.
  • An individual’s Age Pension entitlement.
  • Means testing and how the social security system takes an individual’s assets and superannuation income into account to determine eligibility for the Age Pension.
  • When and how superannuation funds communicate with Services Australia with regards to Age Pension entitlements.
  • The way in which the former family home is treated in the assets test and income test when an Age Pensioner enters aged care.
Is this course right for you?

Retirement Essentials will suit individuals in, or aspiring to work in, member facing or specialist roles within superannuation funds or service providers providing retirement advice or solutions to members.

How you’ll learn

Retirement 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 Retirement 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.

Price (inc GST)
Member: $195
Non-member: $250

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


For all enquiries, contact ASFA Learning.

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