Approved financial training

The requirement for training

The Fair Work (Registered Organisations) Act 2009 (the RO Act) requires all office holders whose duties relate to financial management to

  • undertake approved training within six months of taking office OR
  • obtain an exemption under s 293M within six months of taking office.

The requirement includes:

  • new office holders
  • office holders elected or appointed following casual vacancies
  • people who are already office holders who are elected to a new office (even if they were elected in different stages of the same election).

The training must cover each of the office holder's financial duties, and be approved by the Registered Organisations Commissioner (the Commissioner).

Training packages approved by the Commissioner appear in the list below.

What if I want to create a training package?

An organisation, a peak council or a person or body with appropriate skills and expertise can get approval to deliver training.

Proposed training material can be emailed to the ROC at regorgs@roc.gov.au.

The ROC will review the material to make sure it covers the topics outlined in the approved training checklist, including an evaluation component.

Click here to download the approved training checklist

 

The applicant will be advised of the outcome of the review and (if required) invited to make alterations and submit a revised copy of the training material.

Once the final material is reviewed it will be forwarded to the Commissioner for formal approval. If approved, a formal letter will be issued by the Commissioner.

Details of the training package and the name of the provider will be published on the ROC's website. Approved training ranges in duration from a full day to a day and a half.

Approved training packages

To view the available training packages, click on each heading below.

  • ACTU Union Governance Course 
    Provider: Australian Council of Trade Unions (ACTU)
    Contact: Scott Connolly; (03) 9664 7335; sconnolly@actu.org.au
    Please note: The ACTU can be contacted to see which of their affiliates are able to deliver this face-to face-training via video conferencing during COVID-19.

  • AWU Professional Training Program
    Provider: Australian Workers' Union (AWU)
    Contact: (02) 8005 3333; members@nat.awu.net.au
    Please note: During COVID-19 the AWU is able to deliver this face to face approved training course via video conferencing.

  • Governance of Registered Organisations
    Provider: Weston Woodley & Robertson Chartered Accountants & Consultants
    Contact: Dennis Robertson; (02) 9264 9144; dennisr@wwr.com.au

  • Governance of Registered Organisations
    Provider: Australian Hotels Association – Western Australian Branch
    Contact: Antony Vlahov; (08) 9321 7701; finance@ahawa.asn.au

  • Governance Training
    Provider: National Electrical and Communications Association – Western Australian Chapter
    Contact: Suresh Manickam; (02) 9439 8523; suresh.manickam@neca.asn.au
    Please note: During COVID-19 the NECA-WA is able to deliver this face to face approved training course via video conferencing

  • Governance Training for Registered Organisations
    Provider: Governance Mentors
    Contact: Derek Payne; 0413 483 012; derek@governancementors.com.au
     
  • ACTU Union Governance Course
    Provider: Australian Council of Trade Unions (ACTU)
    Contact:  Emma Kingdon – ATUI Director (03) 9664 7333; atui@actu.org.au

  • Governance of Registered Organisations
    Provider: Australian Hotels Association – Western Australian Branch
    Contact: Antony Vlahov; (08) 9321 7701; finance@ahawa.asn.au

  • Governance of Registered Organisations 
    Provider: Weston Woodley & Robertson Chartered Accountants and Consultants
    Contact: Dennis Robertson; (02) 9264 9144; dennisr@wwr.com.au

  • NRA Financial Management of Registered Organisations
    Provider: National Retail Association Limited, Union of Employers (NRA)
    Contact: Sophie Goodall; (07) 3240 0100; s.goodall@nra.net.au

  • MGA Finance & Governance Training for Registered Organisations
    Provider: Master Grocers Australia Ltd
    Contact: Claire Wilson; (03) 9824 4111; training@mga.asn.au
     
  • Ai Group Training Package – Internal Ai Group Use Only
    Provider: Australian Industry Group
    Contact: Hayley Dobroszczyk; (08) 8394 0014

  • Financial Management Training – Internal AHA Use Only
    Provider: Australian Hotels Association
    Contact: Stephen Ferguson; (02) 6273 4007; ceo@aha.org.au  

  • Governance Online Training Course – Internal PFA Use Only
    Provider: Police Federation of Australia 
    Contact: Mark Burgess; (02) 6239 8900; pfa@pfa.org.au

  • Governance Training Package - Internal AHA-WA Use Only
    Provider: Australian Hotels Association – Western Australian Branch
    Contact: Antony Vlahov; (08) 9321 7701; finance@ahawa.asn.au

  • Governance Training Package – Internal APTIA Use Only
    Provider: Australian Public Transport Industrial Association
    Contact: Ian MacDonald; (02) 6247 5990; imacdonald@aptia.com.au

  • RO Act Training – Internal LGNSW Use Only 
    Provider: Local Government NSW
    Contact: Tara McCarthy; (02) 9242 4000; lgsa@lgsa.org.au

  • NUW Governance and Financial Management Training –  Internal UWU Use Only
    Provider: United Workers' Union (UWU)
    Contact: Paul Richardson: (03) 9287 1850; paul.richardson@unitedworkers.org.au 

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How do I obtain an exemption for an officer?

An organisation or branch of an organisation may apply to the Commissioner on behalf of an officer of the organisation under s 293M of the RO Act.

The request for an exemption must be in writing. A registered organisation can complete an exemption application form and email the form to: regorgs@roc.gov.au.

If you would like to apply for multiple officers, please contact us before you complete the form.

Exemption application form: Application for exemption from financial training

The Commissioner may grant the exemption if satisfied that the officer has a proper understanding of their financial duties within the organisation or branch, because of either:

    a) the officer's experience as a company director, or

    b) their experience as an officer of a registered organisation, or

    c) other professional qualifications and/or experience.

Applications for an exemption must address this criteria. The ROC's exemption application form assists organisations and branches to include relevant information in the application and allows the Commissioner (or their Delegate) to issue an informed decision.

The Commissioner may grant the exemption subject to any condition considered appropriate in the circumstances.

Financial Training Audit 2019–2020

In 2019 and 2020 the ROC audited registered organisations and their branches to assess compliance for certain officers to complete financial training. Participation by registered organisations was voluntary.

The aim of the audit was to encourage organisations and branches to meet their obligations under s.293K of the RO Act by ensuring that all officers with relevant financial duties undertake approved training that covers each of those duties within six months of taking office.

In October 2019, the interim report of the financial training audit was released. This report provides a snapshot of the audit results at 24 October 2019.

In December 2020 the ROC published the final report, which outlines the findings of the project.