Superannuation Adviser (General Advice)

Provider Mentor Education
Course Outcome RG146 certification
Study Mode Online
Duration Max. 6 months
Start Date Anytime – start today!
Cost $780.00
  • What you'll learn


    Extend your financial advisory knowledge base to superannuation products by completing this online Superannuation Adviser (General Advice) short course from Mentor Education.

    As a credible industry-endorsed program, this short course has been designed to meet the ongoing professional needs of Australian financial advisers, and is ideally suited to those who wish to provide industry-compliant advice on regulated superannuation products.

    By completing this course, you’ll gain specialist knowledge on a range of superannuation products and issues. This includes tax concessions on super, retirement income streams, social security pensions and self-managed super funds (SMSFs).

    If you’re a financial adviser who is keen on taking your career to the next level, this is the short course for you.

  • Ideal for


    This short course is perfect for financial advisors looking to provide tier 1 compliant advice on superannuation products. 

    There are no entry requirements for this course, so anyone can apply!

  • Career Outcomes


    By completing this short course you’ll walk away with RG146 certification and the specialist knowledge needed to provide clients with industry-compliant financial advice on superannuation products. This includes personal and business superannuation, retirement income stream products, pension rollovers and annuities.

  • Course Content


    Australian industry essentials

    • Australian economy
    • Australian financial markets
    • Investment funds
    • Corporations act
    • Regulator environment
    • Licensees and representations
    • Ethics


    • Introduction to superannuation
    • Superannuation eligibility
    • Compulsory contribution to superannuation
    • Tax concessions to superannuation
    • Withdrawals on superannuation and ETPs
    • Retirement income streams
    • Social security pensions
    • Duties of superannuation trustees
    • Self-managed super funds (SMSFs)
    • Providing superannuation advice
  • Payment Information


    Ready to get started straight away?

    Pay and enrol for this course through our quick and secure checkout system. MasterCard, Visa and PayPal accepted.

  • Why Mentor Education?


    Mentor Education is one of Australia’s leading RG146 compliance training providers for the financial services industry. By specialising exclusively in this field of training, Mentor is able to focus on delivering professional development courses of the highest quality. Thanks to their flexible delivery options, you can complete a nationally recognised qualification in financial planning entirely online, and without disrupting your career. Take advantage of Mentor Education’s long-standing industry reputation and commitment to ongoing professional development by enquiring about a course today.

    As a student of Mentor Education, you’ll receive access to an experienced financial adviser Monday to Friday, 9am-5pm by telephone and email, so you’re always assured of timely feedback and assistance.

    Students of this program will also benefit from complementary inclusion of Mentor Education’s Career Pathway Program. This comprehensive suite of career-building tools includes a 12-month professional development subscription, association membership and regular updates on industry news and events.