Our course finder tool will point you in the right direction.
Have a question or would like more information? Our dedicated team will promptly reach out to you.
Home > Courses > Tier 1 Compliance Solution – Superannuation
In this course individuals will be exposed to the characteristics of the superannuation industry in Australia and superannuation as a means of funding retirement. The legislation and regulation governing superannuation will be covered, as will fund design and the taxation of funds. Consideration will be given to the payment and income stream options available on retirement and to taxation and social security issues.
Need help?
STUDY MODE
100% online
NUMBER OF SUBJECTS
1
NEXT INTAKE
Enrol and start anytime
COURSE FEE
$510.00
AVAILABLE LOANS
N/A
AQF LEVEL
COURSE DURATION
Maximum of 16 weeks
ACCREDITATION
PROVIDER ID
Are you looking to become compliant in Superannuation – General Advice?
Kaplan Professional, a leading national provider of education in financial services offers the Kaplan Professional Tier 1 general advice in the superannuation specialist knowledge area.
Superannuation is a key savings tool for retirement and receives support through government incentives and concessional tax treatment.
In this subject, individuals explore the characteristics of the superannuation industry in Australia and superannuation as a means of funding retirement.
The subject will provide the foundation skills for understanding how superannuation operates and its benefits in supporting retirement lifestyles.
Access to superannuation is limited to preserve the funds for use in retirement. Taxation of superannuation is at lower rates to offer an incentive to save for retirement. These features will be explained in the context of the legislation that governs superannuation.
This is a non-accredited course with no units of competency.
Please refer to the subject outline for more information:
General Advice Specialisation – Superannuation Course
This subject is also a subject in the General Advice Specialisation – Superannuation (GAS-Super) course. This course is designed for individuals seeking to work, or who are already working in the superannuation industry in customer-facing roles, especially general advice. For more information on this course, click here.
Individuals have a total of 12 weeks to complete the learning and assessment requirements from their initial enrolment date.
An additional four (4) weeks per subject is available if required to re-sit an exam.
For a guide on the number of study hours for Professional Year formal training, please click here.
The assessments for each subject are listed below:
You can sit your exam while being supervised in your workplace or online via Zoom by your nominated supervisor. Click here for for more information.
Individuals enrolling into Tier 1 Superannuation – General Advice will need to have met the Generic Knowledge entry requirements prior to enrolling into this course.
Individuals are also required to be aged 18 years or older to enrol into this course.
To meet the Generic Knowledge entry requirements for this course, you will need to demonstrate knowledge obtained through formal studies (completed within the last five years) of three of the four topic areas detailed below:
Topic 1: The Australian financial system and economic environment
Topic 2: Introduction to the Australian financial services industry and legislation
Topic 3: Investment asset classes and mortgage loans
Topic 4: General Insurance
This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities, and at times, engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication.
If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email mail@kaplan.edu.au.
Recommended browsers
You can access KapLearn using any of the browsers below, but it runs best on the latest versions:
You may find it helpful to have more than one browser installed on your computer. If you experience problems using Kaplan Professional’s online learning system, try using another browser.
Browser settings and support
For the best user experience in Kaplan Professional’s online learning system, select the following browser settings:
To successfully complete this course, learners will require basic computing skills. This may include:
You may enrol into this course at any time and begin studying immediately on enrolment.*
To enrol online, please follow these steps:
Or
*If you have not previously completed Generic Knowledge, please ensure you enrol in this subject as it is a prerequisite of the Tier 1 knowledge areas.
Studying this subject for the General Advice Specialisation – Superannuation course
Please search for and enrol in the subject titled “Tier 1 Superannuation General Advice – GAS-Super” if you have not yet completed Tier 1 Superannuation General Advice and wish to study this as part of the General Advice Specialisation – Superannuation course.
Exemptions to Tier 1 Superannuation General Advice You may be exempted from having to study this subject within the General Advice Specialisation – Superannuation course if you have previously completed either:
If your prior Tier 1 Superannuation General Advice was completed at Kaplan Professional, your exemptions towards the General Advice Specialisation – Superannuation course will automatically be applied upon enrolment into CFS Client engagement in financial services.
If your prior Tier 1 Superannuation General Advice was completed through an RTO, or equivalent studies were completed through a Diploma or higher qualification, your exemptions towards the General Advice Specialisation – Superannuation course will be applied upon submission of certified supporting evidence and a completed application form available here.
Note: Studies completed between 5 – 10 years may require the completion of a challenge exam in addition to supporting evidence. Studies completed outside of 10 years will be assessed on a case-by-case basis.
IMPORTANT: Please do not enrol in Tier 1 Superannuation General Advice – GAS-Super if you intend to seek an exemption for this subject for the General Advice Specialisation – Superannuation course. Please await the outcome from your exemption before proceeding. However, you may enrol and commence studies in other subjects in the General Advice Specialisation – Superannuation course for which you are not seeking exemption/s.
This course is delivered online via Kaplan Professional’s learning management system, KapLearn.
You will receive login details to KapLearn on enrolment. When you log on to KapLearn, you are able to access the subject notes, assessments, additional learning materials (such as media, case studies practise activities) and your online tutor.
Assessments are accessed and submitted through KapLearn.
Corporate clients should contact our Corporate Solutions team at corporate@kaplan.edu.au to discuss delivery options and how we can further tailor our training to meet your business needs.
Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.
Click here to access our terms and conditions.
Access our refund policy.
Tier 1 – Superannuation – General Advice
$510 (GST free)
For additional study-related fees, please click here.
Industry Fund Services (IFS) exclusive pricing within GAS-Super course
From 12 August 2024, we are pleased to announce that the following enhancements will be made to this subject:
We prioritise our students' mental and physical health, creating a supportive environment for learning success.
Our dedicated support teams are here to support you throughout your studies.
Our engaging and interactive learning resources support flexible and self-paced learning experiences for our students.
Oops! We could not locate your form.