ASFONZ Education Module: Introduction to Trusteeship

with David Ireland, Partner, KensingtonSwan

Date & Time: 27 May 2009, 8.30am - 12.30pm

This education module will give scheme trustees, employers and administrators an insight into:

   1.  Trustees' Basic Responsibilities
   2.  Registering a Superannuation Scheme
      2.1   Staying Registered
      2.2   Changing the Scheme
      2.3   Threats to Registration
   3.  Legislative Overview
      3.1   Offering membership
      3.2   Administration
      3.3   KiwiSaver
   4.  Exercising Discretions
      4.1   Trust Principles
      4.2   Conferring Benefits

Click here for a speaker biography

The module is presented in an interactive workshop style with attendance limited to a small number of attendees who will be provided with ample opportunity to raise issues for discussion and exchange views with fellow industry participants, facilitated by a leading industry specialist.