© Copyright 2024 ASFA
The Association of Superannuation Funds of Australia Limited
ABN 29 002 786 290
The assessment of death claims is a source of a significant proportion of complaints from superannuation fund members and is an area of focus for ASIC. Bereavement can also bring high emotions.
This quick, convenient course provides a comprehensive understanding of the death claims assessment process, including claims handling principles and best practice, as well as the skills required to handle difficult interactions with beneficiaries.
In as little as one hour, this course provides a comprehensive understanding of the death benefits claims assessment process, including death benefits claims handling principles and best practice, and the skills required to handle difficult customer interactions.
And because it leverages the expertise of the ASFA policy and research team, you can rely on our course keeping up with the superannuation industry’s rapidly changing requirements.
claims handling principles
identifying vulnerable claimants and making adjustments for them
the claims process and timeframes, including identifying beneficiaries and conducting claim staking
tax on death claim proceeds
verifying binding death benefit nominations
handling difficult conversations and supporting potential beneficiaries
Death Benefits Claims Handling Essentials will suit individuals in, or aspiring to work in claims handling roles or specialist death benefits administration roles within superannuation funds or service providers to the superannuation industry.
Flexible online learning
Death Benefits Claims Handling Essentials is delivered completely online in an interactive e-learning format comprising one e-learning module and a final quiz. Online delivery means you can study anywhere, anytime.
Virtual Workshop
2-hour online virtual workshop + access to eLearning modules to reinforce learning and the online multiple choice quiz. ASFA’s virtual workshops are a live and interactive learning experience. Participants can engage with industry-leading presenters who are experts in their field, together with their peers, just like they would at an ASFA face to face workshop. It is a unique opportunity to workshop ideas and concepts in a collaborative online environment facilitated by experts. Virtual workshops are limited to 30 participants to allow for discussion, and to ensure that participants have ample opportunity to ask presenters questions.
Corporate virtual workshop options are also available – contact us to discuss.
Upon successful completion of Death Benefits Claims Handling Essentials you will receive an ASFA Certificate of Completion.
The estimated time commitment to complete the course is approximately one hour and a half for the online version, and two hours for the virtual workshop version.
Public virtual workshop – 10 April 2025, 1pm – 3pm AEST
| Type | Inc. GST |
|---|---|
| Member | $295 |
| Non-member | $350 |
Flexible online
| Type | Inc. GST |
|---|---|
| Member | $195 |
| Non-member | $250 |
CPD Points
Flexible online version
1 Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.
Virtual workshop version
2 Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.
For all enquiries, contact ASFA Learning.
© Copyright 2024 ASFA
The Association of Superannuation Funds of Australia Limited
ABN 29 002 786 290
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