PDS madness, queuing theory, housing demand, psychology of waiting... and all the news and views you expect from us each week.
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SSFPP

 

Hi There

 
Many of our clients and friends are right in the middle of PDS roll madness. If that's you, and you feel like a box of donuts would make it all a bit easier, just drop us a line! And of course, if you'd prefer next time not to be quite so bonkers, we can help with that too.
 
On a different topic, I've been thinking about the intersection between various disciplines and how we can use that knowledge to improve our industry/business/jobs.
 
So it was great timing when Katie Frazer from MUFG called me to ask if I'd like to present at the ASFA Vic/WA Member Services Discussion Group.
 
At the session, I explained the basics of queuing theory and the psychology of waiting and how we can use those insights to improve member experience and communications. The resulting discussion was robust and thought-provoking, two of my favourite things. If you'd like me to present to your fund/business, lemmeknow.
 
And lastly, I made the news and am a 'professional' according to Investor Daily! Discussing using super to buy housing. Dumb idea of course. See the article at the end of this newsletter.

 

Cheers

Sarah

Mayflower CEO

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PDS MANAGERS ROUNDTABLE 

 

Calling all PDS Managers!

 

As we look ahead to our final session for the year, we've decided to try something a little bit different. We are going to hold a panel session on 'how to have a successful career in product management' on Tuesday, 26 November. We are running this as a hybrid event, so people outside Sydney don't miss out:

 

Sydney: 4-6pm (including time for networking, drinks and snacks pre/post presentation) Parity Consulting offices, Level 12/35 Clarence St, Sydney

 

Online: 4:20-5:20pm, via Zoom

 

The speakers will be:

Sarah Penn, CEO, Mayflower Consulting

Victoria Butt, CEO, Parity Consulting

Amna Khan, GM Product, MLC Asset Management

Tristan Reis-Freeman, Chief Strategy Officer, Mine Super

 

RSVP here

NEWS & VIEWS 

 

Solving the retirement trilemma: Key to unlocking retirement happiness? - Financial Standard Advice

 

Do mega funds risk being too big to succeed? - Investor Daily

 

Blended families and death benefit payments can be tricky - SMSF Adviser

 

APRA calls out high-cost super platforms - Financial Standard

 

Tough stance on personal super contribution tax claims - SMSF Adviser

 

Industry funds still dominate, but retail closes the gap - Super Review

 

Super funds’ expanding influence could amplify economic shocks - Investor Daily

 

RBA commentary another indicator of YFYS consequences - Investment Magazine

 

Industry funds dominate ASX - Financial Standard

 

Super giants growing to dominate market, but results are good - In Daily

 

Retirement calculators not so money smart - Professional Planner

UPCOMING EVENTS 

 
ASFA NSW Legislation Discussion Group Webinar - Kathryn Ginns, Executive Director of Compliance at Source, and Julie Hartley, Senior Associate at Hamilton Locke, will be presenting on Marketing of Financial Products and Services. Monday, 14 October 2024 at 1-2pm. Register here.
 
SMSF Adviser Technical Strategy Day - 15 October QLD, 22 October VIC and 24 October NSW - More details here.
 
Financial Standard Best Practice Forum - Retirement Income - 24 October 2024 - Art Gallery of NSW. Register here.
 
11th Annual Super Fund of the Year Awards - Thursday, 31 October 2024. Grand Hyatt, Melbourne. I am a judge! Register here.
 
CREW Webinar - Dispute Resolution with guest speaker Jocelyn Furlan FAICD - 13 November at 1-2pm. Women only - sorry blokes. Registration details to come. 
 
Women in Finance Awards 2024 - 15 November 2024 - Hyatt Regency, Sydney. I am also a judge! Register here.
 
ASFA Conference - 19-21 November 2024. ICC Sydney. I am presenting a session on The Impact of Menopause on Retirement Savings - details here. Conference registration here.

FIRST HOME BUYERS SUPER ACCESS?

First Home Buyers Sept 2024

The Coalition’s proposal to let first-home buyers access their superannuation could disrupt super funds' investment strategies and retirement outcomes, especially for smaller funds.

 

I enjoyed telling InvestorDaily that any Super Home Buyer Scheme will exacerbate supply issues and hinder long-term allocation to specialist investments.

Read more here.

 

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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