AFCA stats, advice, death benefit processing, governance, boards - who needs a life when you have all these to talk about?! Plus all the news and views you need.
Today I'm at the the FSC Advice event. Hopefully I'm having a great time, learning new things, finding new ideas and meeting new people. I'll report back next week :).
Speaking of events, last week we had a fantastic CREW (Compliance and Risk Executive Women) webinar on the topic of APRA Governance Reforms, where we were joined by guest speakers Silvana Wood (Partner) and Chris Whittaker (Lawyer) from Gilbert + Tobin.
Did you know that of the 1500 directors of financial services firms in Australia, 200 have been in their role for more than 10 years? APRA is suggesting that 10 years is long enough, and frankly I agree. And if a board can't do without one particular board member after 10 years, then I would be wondering about their succession planning... just sayin'!
On a (possibly!) less contentious note, Episode 3 of That Super Show dropped yesterday. Details below, alongside all the latest news, views and events - lots of great things coming up!
Regards
Sarah
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In the latest episode of That Super Show, we dig into the double-digit return hype, dissect risk management with a dash of bowtie theory and share a few hilarious tales of super snafus (decimal points and all). From the Google Cloud debacle to game-changing digital nominations and brand new complaint tools, we cut through industry noise with sharp banter and practical insights. Perfect listening for senior leaders who like their super serious - with a side of wit.
ASFA National Legislation Discussion Group: Optimising death benefit claims administration.
We are pleased to welcome Sarah Poole - Founder at estateXchange as our guest speaker. Sarah will share her insights into how technology and process improvements can support more timely, transparent and member-centric death benefit claims administration.
Monday, 11 August 2025, 1-2pm via Zoom. Register here.
UPCOMING EVENTS
FEAL 2025 National Conference: Thursday, 7 August 2025, 9:30am-9:30pm, Pier One, Sydney Harbour. Register here.
PDS Manager Roundtable:The PDS Trap - what legal cases reveal about disclosure gone wrong. Our next roundtable webinar will be held on Wednesday, 20 August 2025 from 12:30-2pm with guest speaker Craig Parrish from Maurice Blackburn. Please contact Katie if you wish to join.
ASFA Investment Summit 2025: Tuesday, 26 August 2025 at Howard Smith Wharves, Brisbane. Details here.
ASFA Conference 2025: 11-13 November 2025, Gold Coast. Details here.
ENGAGE 2025 - Future of Member Engagement 2025 Forum: 18 -19 November 2025, Sydney Central Hotel. Details here.
SUPERANNUATION COMPLAINTS AND COMMUNITY HARM: Latest AFCA Data
Key insights from our recent ASFA National Legislation Discussion Group. I really enjoyed chairing this session, featuring Heather Gray and Ben Norman (AFCA). We covered the latest in complaint trends and new thinking regarding financial abuse and how trustees might consider it when looking at a death benefit nomination. 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?
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.
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