Trustee Director Course (Level 1)
Becoming a trustee director in the superannuation industry is an honour as directors are responsible for managing the retirement outcomes of millions of Australians. However, the role also comes with unique responsibilities.
Given superannuation is a highly regulated industry, directors must not only understand the regulations but also have the skills to operate effectively and efficiently in Members Best Financial Interest Duties.
Aimed at newly-appointed directors or those appointed as a first-time director of a superannuation fund, The Trustee Director Course (Level 1) is the foundation of AIST’s professional development training offerings for the superannuation industry.
The course provides a comprehensive introduction to trustee director duties and obligations, fund operations, the risk framework, financial statements, investment principles and best practice Board operations. It lays all the necessary groundwork to undertake and excel in a director role in the superannuation industry.
Participants will learn how to operate effectively in the board room, gaining insights and understanding of the requirements specific to superannuation boards. It is equally of value to executives and senior managers who need to understand superannuation governance issues in depth.
Who should register?
The Trustee Director Course (Level 1) is designed for those appointed as directors in the superannuation industry with less than three years’ experience in a super fund boardroom. The course is also of value to senior fund executives who wish to broaden their governance, risk and board knowledge.
Accreditation
To obtain the full 60 CPD hours and the post-nominal (GAIST), assessments must be completed for all eight modules. The assessment requirements will be outlined on the first day of the course.
Additional information on CPD is available here.
Learning outcomes
- Understand the risk framework including what is required to sign the annual risk declaration and input to a fund’s risk strategy
- Sharpen your analysis of investment strategies and oversight of investment operations
- Improve your super fund financial statement literacy
- Be on top of the scope and depth of duties and obligations of super fund directors
- Enhance your knowledge of fund operations that trustee directors must monitor
- Learn to confidently represent member's best interest
Trustee Director Dinner
After meeting and working with your TDC peers virtually, this networking dinner is an opportunity to catch up in-person and build relationships in an informal setting. Attendees will have the chance to meet trustee director course participants as well as senior AIST staff representatives to discuss what’s happening in the industry and share experience and knowledge.
Please note: Registration for the Trustee Director Dinner is open to participants of the corresponding Trustee Director course only. Full course participants are automatically registered as part of their enrolment.
Dates
Virtual Classroom & Melbourne
7 March 2023 - 10 May 2023 | 10:30am - 4:30pm
View the course schedule here. Please read our T&Cs before registering.
Virtual Classroom & Melbourne
19 September 2023 - 14 November 2023 | 10:30am - 4:30pm
View the course schedule here. Please read our T&Cs before registering.
Topics will include