Hi There

Sarah is currently in South Africa on safari at Kruger National Park - having a roaring good time! But worry not - we still have all the latest news and events below.

Here at Mayflower we are excited to welcome Matt Jose to the team. We have known Matt for many years and he is a expert product development and product manager who will be working closely with our team in both a PDS management and consulting role.

There are so many events coming up - Super Fund of the Year, Women in Finance Awards and the ASFA conference to name a few. Just a reminder for PDS Managers - don't forget to register for our PDS Managers roundtable coming up in November - see the details below.

Cheers

Katie and Deb

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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

AFCA consults on ‘minor clarifications’ to superannuation death benefits approach - Super Review

Changes to the retirement condition of release - Financial Standard Advice

Super tax changes first step to ‘fairer retirement system' - Investment Magazine

Super tax amendments in hands of crossbenchers - Professional Planner

Aussie super funds eye UK’s clean power transition as lucrative investment opportunity - Investor Daily

$3m super tax edges closer to reality - Financial Standard

Guidance ‘critical’ in legacy pension changes: FAAA - Independent Financial Adviser

Profit-to-member funds have outperformed, but it’s not because of board structure - Investment Magazine

FAAA pushes for extension on legacy retirement product exits - Professional Planner

UPCOMING EVENTS

SMSF Adviser Technical Strategy Day - 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 (Compliance and Risk Executive Women) - Dispute Resolution with guest speaker Jocelyn Furlan FAICD - 13 November at 1-2pm. Women only - sorry blokes. Register here.

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.

MEET MATT

Matthew Jose (Matt) has joined Mayflower Consulting as our Senior Consultant specialising in product development and product management for our clients. Matt has over 20 years’ experience working in and leading teams in product development and product management within the superannuation and investment platforms industry. We welcome Matt to the Mayflower team based in our Sydney office.

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...

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.