Writing (and presenting) an effective board paper, CREW, news and views. And welcome to all the new readers! It's great to see you :)
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Hi There

 

We had a fantastic CREW event in Melbourne last week; 50+ women in risk and compliance gathered to discuss board communication and reporting. Plus some networking of course.😉  A big thank you to our panel - Claire Keating, Fiona Rowland FAICD and Jenny Taing OAM (all experienced board members), and to Sanela Osmanovic and the team at KHQ Lawyers for hosting.

 

CREW (Compliance and Risk Executive Women) is free to join and open to women working in senior compliance, risk and governance related roles within the Australian financial services sector. If you are in Sydney on 7 August, we'd love to see you in person - details below. 

 

Speaking of board papers - a couple of years ago, I interviewed some experienced execs on how to get the right result from a board paper. It's been one of our most popular blogs, for good reason! See link at end of this newsletter.

 

Cheers

Sarah

Mayflower CEO

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NEWS & VIEWS 

 

Super trustees to see increased scrutiny of financial reports - Super Review

 

Super complaints slow, but claims remain the Achilles heel - Investment Magazine

 

New financial reporting and audit obligations for superannuation funds commence - ASIC

 

Private ruling on death benefits outlines tax treatment - SMSF Adviser

 

Trend among young Aussies highlights need for affordable advice - Financial Standard

 

Insurance inside super has tax advantages - SMSF Adviser

 

Advisers’ focused on boosting client income amid high cost of living - Professional Planner

 

Actuaries want better access to retirement cash through downsizing - The New Daily

UPCOMING EVENTS 

 
FEAL National Conference - Navigating the Future. Thursday, 1 August 2024 at the Park Hyatt, Melbourne. Register here. If you only get to one conference in a year, this is the one. The quality of speakers and discussion is top notch.
 
CREW - Sydney in-person event. Board Communication and Reporting. Wednesday, 7 August 2024, 4-6:30pm at the offices of KPMG. Women only - sorry blokes. Our panellists include Dr Lisa Butler Beatty GAICD (Partner at KPMG), Penni James (Founder of CREW and Independent Compliance Committee Member), Melanie Willis (Chair and Non Executive Director) and Christine Feldmanis (Non Executive Director). Register here.
   
ASFA NSW Legislation Discussion Group Webinar - Victoria Hugh will be presenting on product governance. Monday, 12 August 2024 at 1-2pm. Register here.
 
Mayflower PDS Roundtable Online Discussion Group - Tuesday, 20 August 2024, 12:30-2pm. Topic: Web Disclosure with guest speaker Merren Taylor and Liz Hastilow from Norton Rose Fulbright Australia. Hosted by Katie Sparkes, Mayflower Senior Account Manager. Email Katie if you'd like to come along.
 
2024 ASFA Investment Summit - 3-5 September 2024. Rydges Hotel, Newcastle. Register here. 
 
Women in Finance Awards 2024 - 15 November 2024 - Hyatt Regency, Sydney. Register here.
 
ASFA Conference - 19-21 November 2024. ICC Sydney. Register here.

GETTING THE RIGHT RESULT FROM A BOARD PAPER

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Following on from our CREW discussion on board communication and reporting, in this article we discuss our seven steps for you to get the right result for your board paper.

 

If you do a good job of each of these, you're far more likely to get the result you want. It does take some effort though, which is annoying I know! 

Australia’s leading* PDS and communications experts

 

1 – Are you drowning in PDSs? Are you looking for a lower risk, more efficient process?

2 – Are there any clouds on your business horizon? Do you have the right comms strategy in place?

3 – Do you need expert help to make a change to your business?

 

Then let's talk! mayflower.com.au

*Just ask us...

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In the spirit of reconciliation Mayflower Consulting acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past, present and future and extend that respect to all Aboriginal and Torres Strait Islander peoples today. Always was, always will be Aboriginal land.

Mayflower Consulting, Level 17, Angel Place, 123 Pitt Street, Sydney, NSW 2000, +612 8078 6979

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