RG146 CASE STUDY

Paying benefits Preservation rules When a superannuation benefit become payable Unclaimed monies Taxation on benefit payments. And of course, your study fits around your life. Licensing, disclosure and communication requirements Minimum trustee requirements to communicate with fund members Minimum legislative requirements in the financial services industry Current licensing arrangements for trustees of superannuation funds The disclosure documents required when providing financial product advice Module 3: An important element is to understand your regulatory obligations comprehensively when giving financial advice, particularly the Future of Financial Advice FOFA reforms. At Pinnacle, the maximum course duration will be outlined on the course brochure and on your training plan.

We are working on Walter Gannon case study. To regain access to the course you must pay the remaining amount in full within 3 months of the date of the unsuccessful payment. If a scheduled payment is unsuccessful you will receive an email. Depending upon the course, qualification and funding options, students may enrol in a single unit of competence or an entire qualification. Every month we measure our student’s feedback. What if I have prior education? The maximum time frame that you have will be outlined in the course brochure and on your training plan.

Not only was the course interesting and informative but I regard it as a must for all superannuation fund employees. Licensing, disclosure and communication requirements Minimum trustee requirements to communicate with fund members Minimum legislative requirements in the financial services industry Current licensing arrangements for trustees of superannuation funds The disclosure documents required when providing financial product advice Module 3: Collection Vase Terms Privacy.

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Pinnacle Financial Services Academy – FAQs

Copyright Pinnacle Financial Services. Asset classes and investment vehicles Main asset classes: There are knowledge and skill areas covered in the ASIC course units. Types of contributions How contributions are taxed Tax concessions for contributions Time standards for payment of contributions Actions required if contributions are not paid. And never a dull moment with three children and a close family living nearby. The purpose of superannuation A brief history of the superannuation Industry The federal government’s retirement income policy Different types of benefits and fund arrangements Choice of fund Legislation The main service providers in the superannuation industry.

  CPM HOMEWORK HELP CC2 ANSWERS

That is often your employer, however self employed people can also obtain their own AFSL.

RG146 Training Course 1- Managed Investments and Securities

Happs20th Oct, Using the Statement of Advice SoA that you have previously prepared and submitted for assessment, you take the assessor through the SoA as though they are a client. Understanding your legal responsibilities The regulators of the superannuation industry Investment restriction rules Module Are happy with our responsiveness.

rg146 case study

Because the financial services industry turns over billions of dollars each year, the Australian Government has a vested interest in ensuring it is conducted in an orderly, professional and transparent manner at all times, and of course with consumer protection at its core. This is why the Australian Government via ASIC released a regulatory guide called RG specifying what training and education people are required to do, in order to work in various roles within the financial services industry.

RG Training Courses Online | Monarch Institute

This means you will not have access to the online training and assessment system, new course material, student services and marking. You can do your caase assessment after your assessment has been assessed as competent. If you have studied elsewhere, we will look at your qualifications and experience and provide advice on your options regarding obtaining recognition of prior learning Ccase. This course is widely considered a necessary pre-requisite certification for most roles in the superannuation industry.

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Depending upon the course, qualification and funding options, students may enrol in a single unit of competence rg14 an entire qualification. Can I receive my certificate before my payment plan is finalised? Training methods Facilitated Training Facilitated course delivery occurs over three 3 consecutive days and students benefit from the opportunity to participate in group discussions and complete practical exercises.

RG146 for the Superannuation Industry

This can be studied stand-alone, or is covered in the Advanced Diploma of Financial Planning. Your details have been successfully sent.

rg146 case study

The facilitated activities and discussions with other participants cemented the course information and the practical assessments have given me the opportunity to put the knowledge into practice.

This usually takes about 40 minutes.

I have come away with a deeper understanding of this part of our fund and I know I will be better informed and more effective when in the board room and as a member of Audit, Governance and Risk committees as a result. Types of contributions How contributions are taxed Stuey concessions for contributions Time standards for payment of contributions Actions required if contributions are not paid Module 8: This can take up to 14 days to arrange.

I am a qualified financial planner with tertiary and vocational qualifications in financial planning stuudy law. This is a 2. In general, the assessment activities might consist of: We strongly advise that you discuss your eligibility to claim a tax deduction for your fees with your tax adviser or with the Australian Taxation Office www.

rg146 case study

Please complete the details below. Specific assessment requirements are outlined on the individual course brochures.