Grow your expertise with CPD that puts you first
Our CPD accredited training sessions are designed to give you practical insights and relevant updates to support high-quality advice. Help meet your CPD obligations delivered by our Business Development Managers (BDMs).
Practical, Personalised CPD that builds expertise
CareSuper’s CPD sessions are built around your needs – whether that’s deeper insights into super strategies, retirement planning, legislative changes or understanding insurance and investment offerings. Each session is practical, focused and flexible, with delivery options available in-person or online.
Earn hours while gaining meaningful, applicable knowledge, whether you’re meeting specific requirements or expanding your skillset, our training helps you grow your professional capability with confidence.
Sessions include:
Contribution considerations
1 CPD Point (ASIC – Superannuation, Legislated CPD – Technical Competence – 1 pt)
This session explores the different ways to contribute to super and why certain strategies may suit different situations. It also compares the benefits of using extra funds to pay off a mortgage versus contributing to super, and considers whether super contributions could help people achieve a more secure retirement—even in today’s unaffordable housing market.
Learning outcomes:
- Refresh knowledge on Contribution types for both concessional and non-concessional contributions including the First Home Super Savings Scheme Discuss an alternative strategy to increase superannuation funds and buy a property at retirement.
- Understand how concessional contributions can also assist with reducing CGT
- Review other contribution types such as Spouse, Downsizer and Super-splitting
- Learn how recontribution strategies work
Group insurance: tips, traps and things you should know
0.75 CPD Point (ASIC – Life Insurance (0.50 pt) Superannuation (0.25 pt), Legislated CPD – Technical Competence (0.75 pt))
This presentation explores the shift in group insurance, where tighter underwriting now affects members with pre-existing conditions. It covers key group insurance concepts, common terms, pros and cons, how to position cover to clients, and strategies for supporting those with existing health issues.
Learning outcomes:
- Define the difference between corporate and personal superannuation
- Understand some key terms used in Group Insurance
- Know the different approaches to insurance in corporate plans verses personal plans
- Positioning life insurance to people, including those with health deficiencies.
- Consider an insurance strategy using both group and retail cover
Crafting effective nominations: future proofing a client’s intentions
1 CPD Point (ASIC – Superannuation, Legislated CPD – 0.25 pt Regulatory Compliance and Client Care 0.75 pt Technical Competence).
Explore nomination types, their impact on beneficiaries, consequences of invalid or omitted nominations, and contesting procedures.
Learning outcomes:
- Understand the pitfalls that different types of nominations may bring
- Identify the relationship with the deceased member e.g. dependant, interdependent or non-dependant and how these relationships can change
- Explain the ramifications of failing to make a nomination or making an invalid nomination
- Learn the process of contesting a death benefit nomination
The Science of Conversation (coming soon!)
TBC CPD Point
This session will explore why communication can be so challenging and will offer practical tools to improve it. Blending research, neuro-linguistic programming, and personal stories, The Science of Conversation helps newer advisers build better client relationships while offering valuable reminders for experienced professionals.
Learning outcomes:
- Understand how different people learn
- Discover how body language shapes conversations
- Consider different personality and communication styles
- Dealing with high conflict individuals
Tailored CPD backed by a partner who understands advice
At CareSuper, we believe great advice starts with strong partnerships – and we’re here to support yours with smarter, more relevant CPD. Our experienced BDMs offer personalised support, practical tools, and industry insights to help you navigate the complexities of super and stay ahead.
Take the next step with a partner who understands your world – real support, real insights, real outcomes.
Book a CPD accredited session for your team today
Visit caresuper.com.au/adviser-care to learn more, or contact your local BDM:
Personalised support that goes beyond
Experience the difference in our commitment to personalised one-on-one service. Our dedicated Business Development Managers are here to share industry best practice and guide you through your interactions with CareSuper.
Stacey Mitchell
Stacey is passionate about partnering with advice businesses to drive sustainable business growth. She brings a wealth of knowledge to her role at CareSuper, with more than 20 years’ experience in the financial services industry working in practice development, adviser coaching and compliance roles. Stacey builds positive relationships with advisers, providing them with tailored services so they can deliver excellent professional financial advice — ultimately helping our members achieve their financial goals. Stacey holds an Advanced Diploma of Financial Services, Certificate IV in Mortgage Broking and a Bachelor of Arts.
Business Development Manager – Advice (VIC/SA)
Gordon McNaught
Gordon’s drive to demonstrate how super can make a difference in the lives of Australians is backed by more than 30 years’ experience in financial services. Over this time Gordon has witnessed a lot of change, which has taught him to maintain a consistent approach and develop tailored solutions for financial adviser and member needs. Prior to joining CareSuper, Gordon was a Senior Consultant (Partner Education) at MLC Life Insurance and in 2018 was part of the contributing team at Asteron Life, which won the AFA Life Company of the Year award for “The Sophisticated Adviser” education program in the Risk Product Innovation category. Gordon’s communication and coaching experience comes in handy, allowing him to take complex concepts and easily explain them in everyday language. He holds an Advanced Diploma of Financial Services.
Business Development Manager – Advice (NSW/ACT/QLD/NT)
Nick Gregory
Nick is committed to supporting advisers in delivering high-quality, practical advice that helps members make the most of their super. With a background as a superannuation adviser and a Graduate Diploma in Financial Planning, he understands the value of advice and how it can shape long-term financial wellbeing. Nick takes a thoughtful and collaborative approach, working closely with advice businesses to explore strategies that lead to better member outcomes. His combination of technical knowledge and real-world experience makes him a trusted partner in navigating the evolving superannuation landscape.
Business Development Manager – Advice (TAS)
Victoria Smart
Victoria brings more than 20 years’ experience in the financial services industry to her role, with the last decade focused specifically within super. She’s developed deep expertise in adviser engagement, strategic partnership growth, and supporting financial services businesses to better serve their clients. Her passion lies in helping advisers strengthen their financial literacy and capability so they can deliver exceptional outcomes for their clients. Having previously worked as a financial adviser herself, Victoria has first-hand experience of adviser needs and the real-world challenges they face, enabling her to provide practical insight and genuine support. Victoria holds an Advanced Diploma in Financial Planning and a Bachelor of Science, combining strong technical knowledge with a strategic approach to business development and adviser engagement.
Business Development Manager - Advice (WA)
CPD modules delivered by CareSuper are The Financial Advice Association Australia (FAAA) accreditation training. It’s the responsibility of each licensee and adviser to determine whether the training meets their professional development requirements.
This is general information only and doesn’t take into account your objectives, financial situation or needs. Before making a decision about CareSuper, you should consider if this information is right for you.
CareSuper Pty Ltd (Trustee) ABN 14 008 650 628, AFSL 238718. CareSuper (Fund) ABN 74 559 365 913. Advice is provided by CareSuper Advice ABN 78 102 167 877, AFSL 284443. Consider the PDS and TMD at caresuper.com.au/pds.