Multi-practice (cross-practice)

Explore Professional Standards and Guidance.

Current documents

Code of Conduct

Code of Conduct (rebranded October 2024)

Code of Conduct Explanatory Memorandum (rebranded October 2024)

Guidance to the support the principles and amplification of the Actuaries Institute Code of Conduct (October 2024)

Professional Standards

PS 1 Continuing Professional Development (January 2020 rebranded October 2024)

PS 1 Continuing Professional Development (rebranded October 2024) Explanatory Memorandum

PS 102 Financial Condition Report (October 2024)

PS 102 Financial Condition Report (rebranded October 2024) Explanatory Memorandum

PS 103 Actuarial Review (October 2024)

PS 103 Actuarial Review (rebranded October 2024) Explanatory Memorandum

Practice Guidelines

PG 1 General Actuarial Practice (March 2020)

PG 1 General Actuarial Practice (March 2020) Explanatory Memorandum

PG 101 Investment Performance Measurement and Presentation (October 2024)

PG 101 Investment Performance Measurement and Presentation (rebranded October 2024) Explanatory Memorandum

PG 199.02 Relationship with the Auditor when Actuarial Work is Used in an Audit (October 2024)

PG 199.02 Relationship with the Auditor when Actuarial Work is Used in an Audit (rebranded October 2024) Explanatory Memorandum

PG 199.03 Economic Valuations (March 2011)

PG 199.03 Economic Valuations (March 2011) Explanatory Memorandum

PG 4 AASB 17 Insurance Contracts (January 2023)

PG 4 AASB 17 Insurance Contracts (January 2023) Explanatory Memorandum

PG 6A Target Capital Life, General and Health Insurance (April 2022)

PG 6A Target Capital Life, General and Health Insurance (April 2022) Explanatory Memorandum

Technical Papers

TP Climate Change for Appointed Actuaries (December 2023)

TP Claims Reserves Insurance in Superannuation (October 2023)

TP Discount Rates for APRA Capital Standards (January 2023)

TP Innovative Income Streams (November 2021)

TP Deferred Tax Assets (February 2021)

TP AASB 17 Insurance Contracts (February 2021)

TP Actuarial Advice Framework (August 2018)

Information Notes

IN Artificial Intelligence and Discrimination in Insurance Pricing and Underwriting (December 2022)

IN IBNR (December 2014)

IN Discount Rates for APRA Capital Standards (December 2012)

Other

Glossary of Defined Terms Used in Practice Guidelines (October 2024)

AASB 17 Update to the Institute’s Professional Practice Documents (January 2023) Explanatory Memorandum

Archive documents

Members may request copies of previous exposure drafts by contacting the Institute team at [email protected].

Professional Standards [Archive]

PS 100 External Peer Review for General Insurance and Life Insurance (March 2006)

PS 101 Investment Performance Measurement and Presentation (March 2021)

PS 101 Investment Performance Measurement and Presentation (March 2021) Explanatory Memorandum

PS 101 Investment Performance and Measurement and Presentation (March 2020)

PS 101 Investment Performance and Measurement and Presentation (March 2020) Explanatory Memorandum

PS 101 Investment Performance Measurement and Presentation (August 1997)

PS 101 Investment Performance Measurement and Presentation (August 1996)

PS 102 Financial Condition Report (March 2020)

PS 102 Financial Condition Report (March 2020) Explanatory Memorandum

PS 102 Financial Condition Report (June 2019)

PS 102 Financial Condition Report (June 2019) Explanatory Memorandum

PS 103 Actuarial Review (March 2020)

PS 103 Actuarial Review (March 2020) Explanatory Memorandum

PS 103 Actuarial Review (June 2019)

PS 103 Actuarial Review (June 2019) Explanatory Memorandum

Practice Guidelines [Archive]

Glossary of General Defined Terms Used in Practice Guidelines (March 2020)

PG 1 Glossary Defined Terms of Practice Guideline General Actuarial Practice (August 2018)

PG 1 Glossary Defined Terms of Practice Guideline General Actuarial Practice (June 2017)

PG 1 General Actuarial Practice (June 2017)

PG 1 General Actuarial Practice (June 2017) Explanatory Memorandum

PG 101 Investment Performance Measurement and Presentation (March 2024)

PG 101 Investment Performance Measurement and Presentation (March 2024) Explanatory Memorandum

PG 199.01 Prescribed Actuarial Advice Reporting (December 2009)

PG 199.01 Prescribed Actuarial Advice Reporting (December 2009) Explanatory Memorandum

PG 199.02 Relationship with the Auditor when Actuarial Work is Used in an Audit (June 2018)

PG 199.02 Relationship with the Auditor when Actuarial Work is Used in an Audit (June 2018) Explanatory Memorandum

Guidance Notes [Archive]

GN 151 Investment Advice (August 1996)

Technical Papers [Archive]

TP Discount Rates for APRA Capital Standards (January 2023)

TP Climate Change for Appointed Actuaries (November 2020)

TP Actuarial Advice Regarding Risk Management (August 2018)

Information Notes [Archive]

IN Innovative Income Streams (November 2021)

IN Deferred Tax Assets (February 2021)

IN AASB 17 Insurance Contracts Version 2.0 (November 2019)

IN AASB 17 Insurance Contracts Addendum A to Version 1.2 (February 2019)

IN AASB 17 Insurance Contracts Version 1.2 (December 2018)

IN AASB 17 Insurance Contracts (March 2018) Explanatory Memorandum

IN AASB 17 Insurance Contracts Version 1.1 (July 2018)

IN AASB 17 Insurance Contracts Marked Up Version 1.0 (July 2018)

IN AASB 17 Insurance Contracts Version 1.0 (March 2018)

Code of Conduct [Archive]

Guidance to the support the principles and amplification of the Actuaries Institute Code of Conduct (October 2021)

Code of Conduct (March 2020)

Code of Conduct November (2009)

Code of Professional Conduct (February 2007)

Code of Professional Conduct (March 2006)

Code of Conduct (December 2001)

Code of Conduct Notice to Members (December 2001)

Code of Conduct (April 1998)

Code of Conduct (December 1995)

Code of Conduct (May 1985)

Code of Conduct (October 1976)

Other [Archive]

Notice to Members Internal and External Peer View (March 2006)

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