The Association of Superannuation Funds of Australia Limited
Sydney, NSW, Australia
http://www.superannuation.asn.au/

Quarterly Legal Update Workshop

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......
 

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......
 

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......
 

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......
 

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) 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. ...
 

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 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 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 (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......
 

Financial planning is a complex and highly regulated activity. In this subject, we explore the key aspects of financial planning. It is designed for individuals in the finance industry who are seeking to demonstrate their competency under the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG146) with regard to provision of financial advice in financial planning.......
 

Australia’s Retirement Income System examines the operation of Australia’s current retirement income system. It also looks at the policy considerations of Federal legislation for superannuation and the rationale behind it. Australia’s Retirement Income System can count towards the Advanced Diploma of Financial Services (Superannuation). Australia’s Retirement Income System covers the followin......
 

Defined Benefit Funds looks closely at the specific issues related to defined benefit funds, and discusses the major factors to be considered in the design process, and the benefits they provide. Both private sector and public sector funds are discussed in some detail. This subject also compares and contrasts defined benefit funds with accumulation funds. Defined Benefit Funds can count toward......
 

Legal Framework looks at the important role of trustees in the operation of a fund and explores some of the legal issues involved in the running of a fund. If you are a fund trustee or are working in compliance, administration, or advising trustees, you will find this subject valuable. Legal Framework can count towards the Advanced Diploma of Financial Services (Superannuation) Legal Framewor......
 

Taxation briefly puts the current taxation regime applying to superannuation in an historical perspective by explaining the changes that governments have brought in this area, particularly in recent years. It examines in detail the taxation treatment of fund income and benefits. It will greatly assist trustees and industry practitioners in preparing and understanding the financial accounts of s......
 

Trustees are responsible for managing significant amounts of money belonging to other people. Investment addresses how trustees invest fund assets within the regulatory framework of the SIS legislation. Investment can count towards the Diploma of Financial Services (Superannuation), the Diploma of Financial Services (Financial Planning) or the Advanced Diploma of Financial Services (Superannua......
 

Insurance aims to assist trustees and their service providers to design appropriate death and disability benefit structures, to negotiate suitable insurance policies, and to develop, implement and monitor administrative and decision-making procedures to deal with claims from members. Insurance can count towards either the Diploma of Financial Services (Superannuation) or the Diploma of Financi......
 

Trusteeship is designed for trustees of superannuation funds and for industry practitioners who need an understanding of the role of trustees in managing Australia’s superannuation funds. This subject explains trustee duties and responsibilities and provides information about the services that are available to assist in carrying them out. Trusteeship can count either towards the Diploma of Fin......
 

Fund administration is a complex and highly regulated activity. In this subject, we explore the key aspects of fund administration. We also look at the legislative requirements that the fund administrator or fund secretary must follow to ensure compliance. Administration can count towards either the Diploma of Financial Services (Superannuation) or the Advanced Diploma of Financial Services (S......
 

Superannuation [Certificate IV in Financial Services (Superannuation)] provides a comprehensive introduction to Australian superannuation for those with little or no knowledge of the subject. The course covers the following areas: 􀂃 The big picture 􀂃 Control of superannuation 􀂃 Contributions 􀂃 Insurance and super 􀂃 Investments 􀂃 Tax and super 􀂃 Lump sum payments 􀂃 Income stream......
 

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