Education
Adviser education - CPD and presentations
CareSuper’s adviser education sessions are designed to deliver practical, real-world insights across superannuation strategy, insurance, compliance and client communication — helping advisers strengthen outcomes and future-proof their advice.
Each presentation offers 1 CPD point and combines technical knowledge with applied case studies and actionable strategies.
These can be delivered on request by your practice. Please contact your BDM to arrange this.
Presentations
The science of conversation: Strengthening client engagement and outcomes
Great advice relies on great communication. This interactive session explores why misunderstandings happen and how advisers can improve clarity, trust and influence in client conversations.
Drawing on behavioural research, learning styles and communication frameworks, advisers gain practical tools to navigate complex discussions — including high-conflict scenarios.
Key focus areas include:
- Framing purpose and value clearly
- Understanding learning and communication styles
- Using body language effectively
- Adapting to personality types
- Managing difficult conversations
Group insurance: Tips, traps and things to think about
With underwriting becoming more stringent across insurers, this session unpacks how group insurance works within super — including its benefits, limitations and how it compares to retail cover.
Advisers will gain practical insights into positioning insurance for clients with health considerations and building blended strategies that optimise both group and personal insurance solutions.
Key focus areas include:
- Corporate vs personal super insurance structures
- Key group insurance terminology
- Pros and cons of default cover
- Managing pre-existing conditions
- Combining group and retail cover effectively
Crafting effective nominations: Future-proofing a client’s intentions
Death benefit disputes remain one of the most common and emotionally charged superannuation complaints in Australia. This session explores nomination types, validity requirements and how changing relationships can impact outcomes.
Using real AFCA cases and a recent NSW Supreme Court decision, advisers gain clarity on how disputes arise, how they are contested, and where adviser guidance can make a critical difference in protecting client intentions.
Key focus areas include:
- Nomination structures and common pitfalls
- Defining dependants and interdependencies
- Consequences of invalid or absent nominations
- AFCA dispute processes and outcomes
Contribution considerations: Smarter strategies for building retirement wealth
This presentation examines how different contribution strategies can accelerate super growth while balancing competing goals such as mortgage reduction and property ownership.
Advisers will explore concessional and non-concessional contributions, tax efficiency opportunities and alternative approaches to wealth accumulation — including how super can play a role in long-term housing outcomes.
Key focus areas include:
- Contribution types and current strategy rules
- First Home Super Savings Scheme
- CGT reduction strategies
- Spouse, downsizer and super-splitting contributions
- Recontribution strategies
