Superannuation - Study Notes

Superannuation - Study Notes - Specialist Knowledge...

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Specialist Knowledge: Superannuation (924)
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DISCLAIMER These materials are issued by Kaplan Education on the understanding that: 1. Kaplan Education and individual contributors are not responsible for the results of any action taken on the basis of information in these materials, nor for any errors or omissions; and 2. Kaplan Education and individual contributors expressly disclaim all and any liability to any person in respect of anything and of the consequences of anything done or omitted to be done by such a person in reliance, whether whole or partial, upon the whole or any part of the contents of these materials; and 3. Kaplan Education and individual contributors do not purport to provide legal or other expert advice in these materials and if legal or other expert advice is required, the services of a competent professional person should be sought. The views expressed by presenters delivering course material by lecture or workshop may not necessarily be those of Kaplan. COPYRIGHT © Kaplan Education, 2008. All rights strictly reserved. No part of these materials covered by copyright may be reproduced or copied in any form or by any means (graphic, electronic or mechanical, including photocopying, recording, taping or information retrieval systems) without the written permission of Kaplan Education. Kaplan Education makes every effort to contact copyright owners and request permission for all copyright material reproduced. However, despite our best efforts, there may be instances where we have been unable to trace or contact copyright holders. If notified, Kaplan Education will ensure full acknowledgement of the use of copyright material. ACKNOWLEDGEMENTS All ASX material is © ASX Limited. All rights reserved. All ASX material is reproduced by the publisher with the permission of ASX Limited. No part of this material may be photocopied, reproduced, stored in a retrieval system, or transmitted in any form or by any means, whether electronic, mechanical or otherwise, without the prior written permission of ASX Limited. Kaplan Education acknowledges the support of Aspect Huntley Pty Ltd Morningstar, Dow Jones, EBSCO Australia and ProQuest in the development of its course material.
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Contents Introduction Unit 1 Introduction to retirement planning and the superannuation industry Unit 2 Contributions Unit 3 Tax Unit 4 Superannuation benefits Unit 5 Income streams Unit 6 Social security Unit 7 Death benefits Unit 8 Divorce, bankruptcy and complaints Unit 9 Self-managed superannuation funds
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Introduction © Kaplan Education About this Specialist Knowledge module This module provides the Specialist Knowledge component of the Tier 1 (Diploma level) training and assessment required for individuals who provide personal financial advice to retail clients in superannuation. It addresses the ASIC RG146 competency requirements in relation to FNSASIC503UB Provide Advice in Superannuation .
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