Trustee Induction Sessions

This workshop is beneficial for Trustee Directors who are new to their role.

It is practical, hands-on and conducted in an environment to suit individual learning style preferences. It is also suitable for Trustees wanting to have a refresher session on their responsibilities. If you have new Trustees, give them the skills and knowledge to enable them to undertake their role professionally and confidently.

This workshop will provide your Trustees with a comprehensive understanding of what is expected of them as a Trustee, what their role and responsibilities are, who they are accountable to and how to make a valuable contribution to their Board.

Course outline

Module 1: The superannuation industry
Covers the history and role of Australia's superannuation system in the context of the economic and political landscape and the significance of past, present and future superannuation policies.
Key topics include:

  • Superannuation as social policy
  • Superannuation in a global context
  • Profit to members versus profit to shareholder
  • Tax treatment of superannuation
  • Equity and sustainability of the superannuation system

Module 2: Trustee director duties & obligations
Outlines the superannuation regulatory landscape and the legal obligations required of trustee directors, including the enhanced obligations resulting from the Stronger Super reforms. Learn about the key differences between trustee director and company director duties and why being a trustee director carries with it a much higher duty of care.
Key topics include:

  • Interaction between SIS Act and Corporations Act
  • The role of regulators
  • Trustee director duties
  • Reporting and disclosure requirements
  • Disputes handling

Who should register?

Highly recommended for New Trustees and Trustees who would like to have a refresher session.

Assessment

Successful completion of this one-day induction will be recognised toward Trustee Director Course - Build your expertise

 

For more information, please call AIST on (03) 8677 3800 or email us.



Delivery methodFacilitated
CPD Hours6

Available in all capital cities on an agreed time and date

For more information please call AIST on (03) 8677 3800 or email us

Download the policy document for the Trustee Director Induction