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Income streams crash course

Income streams/pensions

$60.00 +GST

Audience

Financial advisers, accountants, auditors, and other finance practitioners wanting a refresher on the current rules for retirement income streams.

Audience

Learning outcomes

On successful completion of the course, you will be able to: 

  • compare the key features of the major income stream products 
  • describe the operation of an account-based pension 
  • understand the features of legacy income streams such as allocated pensions and market-linked income streams 
  • describe the operation of annuities 
  • explain the taxation advantages of income streams 
  • explain how income stream products are treated in the Centrelink Assets Test and Income Test for Age Pension 
Learning outcomes

Relevancy

The current course is based on the legislation, regulations, rates and thresholds applying at 1 January 2024. Superannuation is an area of policy where changes are frequent, Budget night commonly heralds announcements of these changes, but other changes can occur at any time.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.5 Professional Standards CPD hour, the breakdown is as follows: 

  • Technical competence 1.5 hours 
CPD hours

This crash course provides an overview of the types of income streams available for Australian retirees. In recent times Government has been encouraging industry to develop more innovative forms of income streams to suit retirees. The most common style of income stream is still an account-based pension paid from a superannuation fund. Lifetime income streams and lifetime annuities are another style of superannuation income stream covered in this course. The course content will provide a background on income streams in Australia, the taxation of income streams and the transfer balance cap. The source, structure, income, access to capital, risk, treatment on death, tax effectiveness and social security treatment of account-based pensions (including transition to retirement income streams) and lifetime income streams will be identified. 

The course contains an interactive learning module and an assessment quiz providing you with 1.5 CPD hours. You will have access to the course for 90 days to complete the learning and the assessment.

Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.
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