Competing risks, change, trust, upcoming legislative changes, you know you love it!
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SSFPP

 

Hi There

 

Happy EOFY! It will be Christmas soon...

 

We had our CREW In-person Sydney Event last week and it was a great night discussing "Balancing Competing Risks" with Liz Hastilow,  Anne Rozenauers and Abi Curtis. My key takeaway? Culture is all. And as Abi said 'change happens at the pace of trust', so unless your culture is in good shape, it's going to damn hard to make any change or improve your risk management.

 

All the latest new and events below - plus our blog on the upcoming legislative and policy developments following our ASFA National Legislation Discussion Group webinar. Far out there's a lot going on right now!

 

Regards

Sarah

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NEWS & VIEWS 

 

Superannuation expenditure outcomes: putting members' best financial interests first - APRA

 

Lifting the super tax changes the rules mid-game with no way out - Professional Planner

 

Chalmers pushes tax reform as key defence against global uncertainty - Super Review

 

ATO gives green light to real-time super payments - Accountants Daily

 

Market sentiment climbed to 2025 high ahead of new geopolitical shock - Super Review

 

What it would really take for a super industry liquidity crisis - Investment Magazine

 

Consumer group rebukes super fund retirement advice as ‘sales pitch’ - Professional Planner

 

Super funds eye third consecutive year of strong returns amid market resilience - Super Review

 

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies - Financial Standard

 

Sorting contributions before super funds ‘shut the gate’ at EOFY - Professional Planner

 

Why super funds need to do more to demystify the Age Pension - Retirement Magazine

 

Super funds to close out FY25 with ‘astonishing’ result - Professional Planner

UPCOMING EVENTS 

 
Money Management 37th Annual Fund Manager of the Year Awards:Thursday, 26 June 2025 at the Shangri-La, Sydney. Register here. I am a judge once again this year!
 
Annual Future Risks 2025: Superannuation Risks and Governance Conference, 9-10 July 2025, Sydney. Register here. I will be hosting a panel discussion on Governance Excellence in Practice.
 
CREW Webinar - Thursday, 24 July 2025 from 1-2pm via Zoom. Topic is "APRA’s proposed changes to CPS 510 Governance” with guest speaker Silvana Wood, Partner at Gilbert + Tobin. Register here. If you're not yet a CREW member, sign up - women only, sorry blokes.
 
FSC - Shaping Advice in a Time of Change - 30 July 2025, 9am to 6pm, Sheraton Grand Sydney Hyde Park. Register here.
 
PDS Manager Roundtable - our next roundtable webinar will be held on Wednesday, 20 August 2025 from 12:30-2pm with special guest speaker Craig Parrish from Maurice Blackburn. Please contact Katie if you wish to join. 
 
ASFA Investment Summit 2025 - 26 August 2025 at Howard Smith Wharves, Brisbane. Details here.
 
ENGAGE 2025 - Future of Member Engagement 2025 Forum - 25 and 26 September 2025, Sydney Central Hotel. Details here.
 
ASFA Conference 2025 - 11-13 November 2025, Gold Coast. Details here.

WHAT'S NEXT FOR SUPER?

What's next for super?

At our June 2025 ASFA National Legislation Discussion group webinar, James Koval, Chief Policy & Advocacy Officer at ASFA provided an insider's look at the future of superannuation policy.

 

James gave a clear-eyed, practical update. His message was clear: reform is coming — and fast. Read the article here.

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