Education Programme Info

Trustee Education Programme

Each year ASFONZ offers an education programme to support those working in the superannuation or trust industry.

We encourage all Trustees/Directors of superannuation schemes, charitable trusts and incorporated societies to make this programme a vital part of their on-going education.

Other professionals working in the industry will also benefit from attending this programme (fund secretaries, fund administrators, service providers, fund managers, human resource and employee benefit managers, accountants, solicitors, etc.)

Programme Format

Each module is run as a half-day session.   Class sizes are limited to facilitate an interactive 'workshop' learning environment including case studies and discussion.    A summary of the Modules on offer follows below.

1.   Introduction to Superannuation Trusteeship

An overview of the Trustee's role, including:

  • Trustee responsibilities
  • Powers, duties & discretions
  • Legal compliance
  • Member communication
  • Investment responsibilities
2.   Introduction to Superannuation Investing

An overview of Trustees' fiduciary responsibilities in investing fund assets, including:

  • Investment responsibilities & procedures
  • Statement of Investment Policies & Objectives
  • Investment managers
  • Understanding investments - the basics
3.   Best Practice Governance

A practical understanding of:

  • Setting a code of conduct
  • Managing the business plan
  • Conducting effective meetings
  • How to contribute effectively, work together, and obtain the best results
  • How to identify risk issues and make decisions
  • Selection/appointment/monitoring/challenging service providers
  • Managing relationships (communication) with stakeholders
4.   Demystifying Currency and Hedging

A practical understanding of:

  • Basics of currency
  • Fundamentals of offshore investments
  • Currency management options
  • Hedging
  • How to identify risks and make decisions

 

Programme Prices

ASFONZ members: $250.00 (GST inclusive)

Non-members: $500.00 (GST inclusive)

Should an attending non-member join ASFONZ within one month of undertaking the course, the first year's membership subscription will be reduced by $100.00 (GST inclusive).

Register your interest in the any of the above modules at info@asfonz.org.nz.