Learning

ASFA Learning (RTO ID 90755) is a leading provider of superannuation courses and learning solutions.

Superannuation Governance Masterclass

Managing governance in practice

Enrol now »

The Superannuation Governance Masterclass is a series of intensive, classroom-style masterclasses designed to help the leaders of the superannuation industry to achieve governance best practice.

At each Masterclass, a team of industry experts will dissect a key area relating to superannuation governance and use case scenarios and real-life examples to demonstrate how the governance framework is best put into practice.

There will be limit of 25 participants for each Masterclass to allow for robust discussion, and to ensure that participants have ample opportunity to ask presenters questions.

Participants will receive a Certificate of Attendance, which can be offered to APRA as proof of continuing professional development.

Putting CPS 234 into action

16 May, Melbourne | 21 May, SydneySOLD OUT | 30 May, Brisbane

Presenter

Helaine Leggat

Helaine Leggat
Principal Lawyer, Sladen Legal

 

Prudential Standard CPS 234 Information Security comes into effect 1 July 2019. This Masterclass will unpack the new prudential standard and give trustees a practical and common-sense approach to implementing CPS 234.

Key topics to be discussed include:

  • CPS 234 in the context of the superannuation ‘Regulatory Universe’
  • Identifying applicable cyberlaw
  • Information security strategy
  • Compliance and risk
  • Clearly defining roles, duties and responsibilities of key personnel and the Board
  • Identifying and classifying information assets

Partnered by

Sladen Legal

Insurance Code and implementing better insurance design

4 June, Sydney | 11 June, Melbourne | 18 June, Brisbane

Presenter

Lisa-Marie McKechnie

Lisa-Marie McKechnie
Partner FSO Law, EY

 

The Insurance in Superannuation Voluntary Code of Practice (Code) came into effect on 1 July 2018. To assist trustees in transitioning to the Code, this Masterclass will unpack the key aspects of complying with the Code and practical advice on transitioning to better insurance design.

Key topics to be discussed include:

  • cessation of cover concerns including internal reporting and communication with members
  • reviewing the claims handing process and claimant communications
  • service provider considerations and requirements under the Code
  • existing insurer arrangements and key matters requiring co-ordination between trustees and insurers
  • running effective insurance tenders
  • how the Federal Government’s Protecting Your Super package will impact the Code and fund’s transition plans.

Partnered by

EY

AFCA: External dispute resolution – Set yourself up for success

4 July, Sydney | 11 July, Melbourne | 18 July, Brisbane

Presenter

Pam McAlister

Pam McAlister
Ombudsman, AFCA

 

The establishment of AFCA represents a step change in complaint resolution in Australia. While many aspects applicable to the SCT are also applicable to AFCA, there are distinct differences in dealing with AFCA.

What are the complexities, increased requirements and trustee obligations with the establishment of AFCA?

Key topics to be discussed include:

  • interacting and engaging with AFCA
  • AFCA scheme governing rules – statutory powers and AFCA Rules
  • AFCA’s increased flexibility under its Rules to resolve complaints
  • the ‘Refer-back’ process and its impact on a fund’s resourcing and delegations
  • AFCA’s process for considering jurisdictional objections
  • reputational risk management due to AFCA transparency and public reporting of complaints

Enrol now »

Partnered by

AFCA

What you’ll gain

Certificate of Attendance. This course also contributes to the Trustee Essentials Certificate, which can be combined with experience to gain Trustee Accreditation.

How you’ll learn

Three hour, face-to-face workshop

CPD Points

Three Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.

Pricing (Including GST)

  Member Non-member
Public workshop $880 $1,025
Enrol now »