Certificate IV in Superannuation - FNS40920

This qualification reflects administration and customer service job roles in the superannuation industry. Individuals in these roles apply specialist skills and knowledge to work autonomously and exercise judgement in completing routine and non-routine activities, including administering income streams, assisting with meeting industry compliance requirements, establishing and maintaining employer accounts and processing benefits, claims and payments. They apply solutions to a defined range of superannuation problems and analyse and evaluate information from a variety of relevant sources.Licensing, legislative, regulatory or certification considerationsWork functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Relevant regulatory authorities should be consulted to confirm those requirements before applying the qualification.

Campus
Duration
Fees
ATAR

Sydney

Full-time - 12 months

N/A
N/A

Subjects

  • Survey stakeholders to gather and record information
  • Implement customer service strategies
  • Process superannuation benefits and insurance claims under special conditions of release
  • Provide information to superannuation fund members in writing
  • Assist organisation to meet regulatory superannuation compliance requirements
  • Implement and monitor environmentally sustainable work practices
  • Provide retirement income stream information to superannuation clients
  • Maintain and implement digital technology
  • Provide knowledge of retirement planning issues when dealing with superannuation clients
  • Establish and customise employer accounts in superannuation
  • Process superannuation fund payments
  • Deliver and monitor a service to customers
  • Conduct work according to professional practices in the financial services industry
  • Establish and administer retirement income streams
  • Assess superannuation benefits and insurance claims under special conditions of release
  • Develop and maintain in-depth knowledge of products and services used by an organisation or sector
  • Participate in superannuation fund reviews
  • Determine impact of social security entitlements on retirement income
  • Establish and maintain superannuation accumulation funds
  • Provide information or general advice to superannuation clients
  • Terminate retirement income streams
  • Manage specialist external advisory services
  • Develop and provide knowledge of aged care to superannuation clients
  • Process superannuation fund contributions

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