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Retirement and social security crash course

Age Pension & Aged Care

$60.00 +GST

Audience

This event is recommended for accountants and financial advisers looking to understand Australia’s social security rules.

Audience

Learning outcomes

Upon completion of this event, you will be able to:

  1. Understand the Australian social security system as it relates to retirees and those nearing retirement.
  2. Calculate the Age Pension payable in a given scenario for someone of Age Pension age applying the income and assets test.
  3. Explain other social security benefits like concession cards and the pension loan scheme.
  4. Describe the qualification requirements for the Disability Support Pension and the JobSeeker Payment.
Learning outcomes

Relevancy

This course is based on the legislation, regulations, rates and thresholds applying at 1 January 2024.

Relevancy

CPD hours

This training provides 1.5 hours accredited by the SMSF Association. The Legislated CPD Hours breakdown for financial advisers is as follows:

  • Technical competence 0.5 hours
  • Regulatory compliance and consumer protection 1 hours
CPD hours

For many people the Age Pension and Government concessions on expenses will be important in their retirement living. Australia is different from many other developed countries because social security benefits are means tested whereas in many developed nations an Age Pension is a right for all citizens when retirement age is reached.

The concessions provided to Age Pensioners are highly valued by many retirees who strive to get at least a part pension. However, the eligibility for social security benefits and calculation of entitlements is complex. This crash course provides an overview of the Age Pension and other common concessions.

Registration to this course includes:

  • Access to the online interactive learning module for 90 days 
  • PDF download of course material
  • Assessment quiz of 10 multiple choice questions with 80% correct required to pass
  • SMSF Association accredited CPD certificate for 1.5 hours once pass quiz
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 General Terms and Conditions can be accessed here.
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