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Fund training courses and schools
Fund Management

School: The Association of Superannuation Funds of Australia Limited
[All Courses]

Quarterly Legal Update Workshop
Course Format: Classroom
Offered as half-day workshops each quarter, this series has been designed to keep trustees right up to date with recent happenings in the industry and the latest from the regulators. Facilitated by Deacons law firm, each workshop will cover the following content (updated on a quarterly basis): Legislation update New and proposed legislation Policy update ASIC and APRA update | ATO upd...
 

Compliance Refresher Workshop
Course Format: Classroom
ASFA’s RG146 refresher is ideal for people who need to maintain their compliance either for RG146 or for APRA Fit and Proper requirements. It is perfect for practitioners who want to stay abreast of changes to the superannuation industry. You will be provided with online access to ASFA’s latest RG146 course notes, including a chapter specifically covering recent legislation changes. It is u...
 

How not to give Advice Workshop
Course Format: Classroom
FSR – How not to give Advice is a half-day workshop developed in response to industry requirement for a course that provided guidance to those people directly dealing with fund members on how not to provide either general or personal advice. FSR – How not to give Advice can also be delivered to your organisation as a CorporateWorkshop at a discounted price on request. Please contact ASFA to...
 

Admin KnowHow Workshop
Course Format: Classroom
AdminKnowHow is a one-day workshop designed for both administrators and employees of service providers who require a greater understanding of fund administration and benefit processing. The information provided will enable participants to become well-versed, knowledgeable and essential team members. It is assumed that participants have at least 6 months experience or have completed Super Fo...
 

Accredited Investment Fiduciary Workshop
Course Format: Classroom
ASFA is partnering with fi360 Australasia® to offer the ASFA Accredited Investment Fiduciary course (ASFA AIF®) �an internationally recognised designation for people who look after other people’s money. It is designed specifically for trustees, investment committee members and advisers to provide a comprehensive overview of governance of the investment process. Rather than being an invest...
 

Certificate IV Financial Services (Superannuation) Workshop
Course Format: Classroom
Certificate IV Financial Services (Superannuation) provides an introductory overview of the superannuation industry. It is ideal for new comers to the industry and for those who need a broad knowledge of superannuation. Successful completion of the course sees the student awarded a Certificate IV qualification which is recognised nationally under the Australian Qualification Framework.
 

Advanced TrusteeKnowHow Workshop
Course Format: Classroom
ASFA has launched a brand new workshop aimed at assisting Trustees comply with APRA’s ongoing ‘fit and proper’ standard. All participants also gain CPD points for each workshop attended. ASFA is proud to partner with industry specialists to offer modules in Legal Issues, Corporate Governance and Operational Issues. Trustee boards can elect to complete all modules or choose the modules of p...
 

TrusteeKnowHow Workshop
Course Format: Classroom
TrusteeKnowHow is a one-day workshop designed to provide participants with the tools and techniques to assist them in becoming a more effective member of the trustee board. It will assist participants in understanding the practices; current trends and policies in the management of superannuation funds; and those who need to understand how to set investment objectives and strategies. Truste...
 

Super Foundations Workshop
Course Format: Classroom
Super Foundations is available as a one-day workshop for anyone needing an introduction to superannuation. No knowledge of the superannuation is required for participation. At the completion of this program participants will understanding of why we need superannuation, who are the major industry players, how the superannuation has evolved, fund and benefit design, and tax and benefit payment...
 

SELF MANAGED SUPERANNUATION FUNDS
Course Format: Online
Self Managed Superannuation Funds (SMSFs) is designed for superannuation practitioners who need a thorough understanding of the major issues in the specialist superannuation area of self managed superannuation funds (SMSFs). It would also be of great benefit to SMSF trustees, or to individuals planning to set up an SMSF. SMSFs can count towards the Advanced Diploma of Financial Services (Super...
 

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