TDC: Level two - Enhance your excellence

Venue: The session will be held in the CBD and a venue confirmation email will be sent three weeks prior to the course commencement date.

The essential requirement for directors and fund executives in superannuation. This course will develop your compliance in the regulatory environment of superannuation, understanding how super boards work and analysing super fund board reports.

Step 1: Select Register Myself or Register Someone Else

Step 2: Select Full Course or select individual modules

16/10/2019 9:00 AM - 25/10/2019 5:00 PM
Melbourne, VIC 3000

Registration Options

16/10/2019 8:30 AM - 25/10/2019 5:00 PM
16/10/2019 8:30 AM

This module outlines the roles and responsibilities of the trustee board in overseeing the strategic thinking, development and planning processes to establish and monitor the future direction of the fund. Analyses the three phases of strategic oversight and the role of the board and trustee directors throughout each phase. Key topics include: * strategic thinking • environmental scans, formulating ideas, developing options * strategy development • defining critical success, testing options, making decisions * strategic planning • planning initiatives, identifying risks, setting actions and accountabilities. Earn up to 6 CPD hours
8:30 AM - 5:00 PM
16/10/2019 8:30 AM

This module discusses the board’s role in guiding the strategic direction through analysis of fund demographics, product design strategies, fund viability and strategic implementation. Key topics include: * fund demographics * member life stages * products and services * assessing fund viability * strategy implementation. Earn up to 6 CPD hours
8:30 AM - 5:00 PM
17/10/2019 8:30 AM

This module provides an interactive exploration of the economic concepts that influence investment outcomes. Has a particular focus on global themes that will drive investment returns and impact on future decision making for superannuation boards. Key topics include: * economic concepts * economic indicators * economic cycle * regulation of financial markets * impact of government policy * global economic themes. Earn up to 3 CPD hours
8:30 AM - 1:00 PM
18/10/2019 8:30 AM

This module provides an overview of the risk management framework, including APRA’s Prudential Standard SPS 220, the risk management declaration and types of documentation required. Outlines a module that funds can use to holistically mitigate risk. Key topics include: * risk management framework * three lines of defence for mitigating risk * APRA’s requirements for risk reviews, including APRA prudential reviews and consultations. Earn up to 3 CPD hours
1:30 PM - 5:00 PM
18/10/2019 1:30 PM

This module provides an overview of the investment governance process from formulating investment beliefs through to review of the investment strategy. Uses a range of activities to build up a spectrum of potential issues to highlight that investment governance is an evolving process, unique to each board. Key topics include: * investment philosophy and beliefs * investment governance * investment strategy and objectives * portfolio implementation * asset management * monitoring investment performance and exposures. Earn up to 6 CPD hours
8:30 AM - 5:00 PM
24/10/2019 8:30 AM

This module outlines the way in which the board works with the CEO and management to carry through the fund’s strategic plan into business plans and objectives. Key topics include: * monitoring the business plan * managing and monitoring relationships between the Chair and the board, and the CEO and management * CEO life cycle and evaluation * remuneration policy and reward strategy * monitoring business continuity. Earn up to 3 CPD hours
8:30 AM - 12:30 PM
25/10/2019 8:30 AM

This module discusses the importance of creating a positive and engaged board culture in order for the board to achieve its business objectives that are aligned with the strategic plan. Looks at the ways in which the board can clarify expectations, establish a common view on how to operate and how to reflect on and improve its effectiveness. Key topics include: * board culture and behavior * assessment of board effectiveness * decision making pitfalls and framework * the importance of the board keeping up to date with the latest tools and techniques. Earn up to 3 CPD hours
1:00 PM - 5:00 PM
25/10/2019 1:00 PM

Name Tag Details

Dietary Requirements

Enter your dietary requirements into your Personal Details profile page (click the edit icon to enter and save your requirements).

For group registration's dietary, please email the dietary requirements to

Privacy Policy
AIST understands and respects the importance of protecting the privacy of individuals and is committed to complying with the Australian Privacy Principles contained in the Privacy Act 1988. The way AIST handles your personal information is in accordance with the Privacy Act.

Use of Personal Information
Details of how we collect, use and disclose your personal information you or your representative provide to us via this form are available here.

AIST Policies
Education policies and procedures are available here. Event Policies and Procedures are available here

How to Register