Certificate IV in Superannuation

FNS40920

This page is updated when information changes, but it's always best to talk to your training provider to confirm course details before you enrol.

Overview

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 considerations

Work 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.

  • Financial help

  • Cost

    Course costs can vary by provider and location. Ask your training provider for a cost estimate.

  • On-the-job training

    This traineeship is available:

    • Superannuation Fund Administrator
  • Entry requirements

    This course doesn't have any entry requirements. It could be a good starting point for your career.

  • Duration

    You complete this course when you’ve learned the skills, not after a set amount of time. The times shown are estimates.

  • Delivery options

    You may be able to access this training in these ways:

    • Workplace-based
    • Some classroom learning
    • Part-time available
    • Partially online
    • Practical learning

Course content

This course is made up of units.

All courses have core units—these are mandatory for completing the course. Most courses also have elective units, which you can choose from to suit your needs and interests. Not all training providers offer every elective, so check with your provider to find out which electives they can offer you.

For more information about course content, talk to your training provider or visit the National Training Register.

Unit Unit type
Conduct work according to professional practices in the financial services industry Core
Apply and maintain knowledge of financial products and services Elective
Apply digital solutions to work processes Elective
Assess superannuation benefits and insurance claims under special conditions of release Elective
Assist organisation to meet regulatory superannuation compliance requirements Elective
Build and maintain business relationships Elective
Deliver and monitor a service to customers Elective
Determine impact of social security entitlements on retirement income Elective
Develop and provide knowledge of aged care to superannuation clients Elective
Establish and administer retirement income streams Elective
Establish and customise employer accounts in superannuation Elective
Establish and maintain superannuation accumulation funds Elective
Implement and monitor environmentally sustainable work practices Elective
Participate in superannuation fund reviews Elective
Process superannuation benefits and insurance claims under special conditions of release Elective
Process superannuation fund contributions Elective
Process superannuation fund payments Elective
Provide information or general advice to superannuation clients Elective
Provide information to superannuation fund members in writing Elective
Provide knowledge of retirement planning issues when dealing with superannuation clients Elective
Provide retirement income stream information to superannuation clients Elective
Terminate retirement income streams Elective

Job prospects

The Certificate IV in Superannuation sets you up for roles like these, but the skills you learn could take you even further.

  • Financial Investment Manager

    ANZSCO 222312

    Manage sums of money and assets on behalf of others; invest funds to bring financial returns for clients.

    Recommended education level:
    Bachelor degree or higher

  • Insurance Consultant

    ANZSCO 552312

    Insurance Consultants prepare and check documentation associated with insurance. They may work in call centres.

    Recommended education level:
    Certificate II or III

Training providers delivering Certificate IV in Superannuation

It's a good idea to research multiple training providers to make sure you're getting the right training for you.

Showing: 1 providers

How to enrol in this course

To enrol, choose a training provider that offers this course. You can see provider details on this page.

When you find one that you think suits you, visit their website or contact them directly to confirm details like start dates, fees, funding, delivery locations and delivery options.

The provider will guide you through the enrolment process.

Delivery locations can change as students enrol. If you're doing any workplace-based training, like an apprenticeship, this will take place in a different location from your classroom training. Contact your training provider to confirm delivery locations.
Government funding may be available. Contact your training provider to confirm.