Superannuation Training

Professional Development Series

AIST's Professional Development (PD) Series consists of half-day seminars designed for superannuation fund professionals who provide general or nil financial product advice. The seminars assist representatives to meet the competency standards set out in ASIC's Regulatory Guide (RG) 146 as well as creating a 'best practice' context for the delivery of financial services.

Our PD Series focuses on issues that impact members and funds and provide appropriate and relevant Continuing Professional Development (CPD) in a format that is both informative and interactive. The learning content covered in each seminar extends to financial services generally as well as broader concepts and issues relevant to the superannuation sector.

It is recommended that participants in AIST's PD Seminars be compliant with ASIC Regulatory Guide (RG) 146.

PD Seminars are run quarterly at venues around Australia. Session topics, dates and times are available below and the session topics will be updated as they are released.

2018 PD Calendar

PD2: Introduction to Insurance in Superannuation Voluntary Code of Practice

This course will give trustees an overview of the requirements of the Superannuation Voluntary Code of Practice and what it has been designed to achieve for the industry. The course will provide practical guidance to assist trustees to prepare their transition plans. It will also address some of the key issues of which trustees should be aware, in order to meet the standards of the Code.


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PD3: Estate planning and distribution of death benefits

The payment of death benefits from a superannuation fund is a key responsibility of a Trustee. This workshop will explore the breadth of investigation that must be undertaken to determine the rightful beneficiaries and address the difficult issues that can arise during the process.

 
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PD4:

Course details will be announced soon


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