Customised Solutions

 

AFSL Knowledge Reviews

Our AFSL Knowledge Review program is designed to provide assurance to superannuation funds that their member-facing representatives are complying with Australian Financial Services (AFS) licence conditions.

AIST assessors conduct one-on-one interviews with fund representatives to gauge the level and currency of knowledge held by representatives on a range of topics including:

  • the role of regulatory bodies
  • licensing requirements for superannuation funds
  • provision of financial advice
  • taxation of benefits
  • conditions of release
  • insurance cover
  • investment matters 
  • current superannuation rates and thresholds

Funds can also include a series of product and fund-specific questions if required.

Comprehensive reporting is provided to funds reflecting the individual performance of fund representatives and highlighting the existence of knowledge gaps across groups of representatives. The report also serves as a valuable tool for planning future professional development training activities.

 

Need help? Contact AIST Education on 03 8677 3800 or fill out our form below.

Request Information via: