Budget Surplus Management Learning Program
Understanding how to manage budget surpluses properly makes a real difference. We've built this program around practical skills that people actually use when dealing with excess funds—whether for personal savings, business reserves, or community projects across Australia.
How the Program Works
We've organized everything into four distinct phases. Each one builds on what came before, but you can revisit earlier material whenever something needs clarification. Most participants spend about six months completing the full program, though some take longer depending on their pace.
Foundation Concepts
We start with the basics—what constitutes a surplus, why it happens, and what options exist for managing it. This isn't rocket science, but getting the fundamentals right matters more than you'd think.
Strategic Planning Methods
Here's where we dig into different approaches. Some people prefer conservative strategies, others want growth opportunities. We cover both ends of the spectrum and everything in between.
Implementation Techniques
Theory only gets you so far. This phase focuses on actually putting plans into action—working through case studies based on real scenarios we've encountered over the years.
Review and Adjustment
Nothing stays static. We wrap up by looking at how to review decisions, make adjustments when circumstances change, and keep surplus management strategies relevant over time.
Upcoming Intake Schedules
We run this program three times throughout 2026. Each intake follows the same curriculum but starts at different points in the year. Pick whichever timing works best with your schedule.
Autumn Intake
March 15, 2026
Six-month program running through September. Sessions typically held Tuesday and Thursday evenings, with some Saturday workshops for hands-on practice.
Applications Open Contact UsWinter Intake
June 8, 2026
Mid-year start for those who missed autumn. Same format, same content. Runs through to December with a short break over the holidays.
Registration Opening Soon Contact UsSpring Intake
September 20, 2026
Final intake for the year. Wraps up in March 2027. Good option if you want to start fresh as the year winds down and continue into the new year.
Details Coming Contact Us