Handling death claims - learn from the big banks, podcast ep 4 drops (we talk juggling monkeys) and all the news and views you need on a bleak August Wednesday!
On Monday, we hosted our ASFA Legislation Discussion Group webinar on death benefit claims administration, featuring guest speaker Sarah Poole from estateXchange. Sarah, together with her colleague Ben Darlow, shared insights into the changes they implemented while working at a major bank.
It was fascinating to see how many of the challenges they faced are the same ones that super funds are grappling with today. We’re currently preparing a blog with key takeaways from the session - keep an eye out for it soon.
And don't forget to listen in to That Super Show - Ep 4 dropped on Monday. Plus all the latest news, views and events.
Regards
Sarah
NEW TO THE SSFPP?
...and want to have this nifty newsletter delivered to your inbox every week?
In this fortnight's edition of That Super Show, Sarah and Neil dive into an eerily quiet week in superannuation, AFCA’s surprising drop in complaints, and ASIC’s love of throwing stop orders like confetti. They also tackle the fun of “reasonable steps” in regulations and why having too many monkeys on your plate is a recipe for chaos. Grab your decaf and join the conversation made for super fund execs who like their industry news with a twist!
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.
CREW Webinar:The Three Lines of Assurance - with guest speakers Nicole Oborne OAM (PwC), Norlena Brouwer GAICD (Aware) and Rhiannon Richardson (HESTA) - 21 August 2025 from 1-2pm via Zoom. Register here. If you're not yet a CREW member, sign up - women only, sorry blokes.
ASFA Investment Summit 2025: Tuesday, 26 August 2025 at Howard Smith Wharves, Brisbane. Details here.
ASFA National Legislation Discussion Group: Privacy: proposed reforms to the Privacy Act, privacy law and enforcement. Monday, 8 September 2025 at 1-2pm via Zoom. Guest speaker is Anna Johnston, Helios Salinger.Registration details to come.
FSC Innovation in Retirement - Thursday,16 October 2025, 9am-5pm at the Four Seasons Hotel, Sydney. Register 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.
CREW Webinar:Death Benefit Claims and Personal Estate Planning with guest speakers Sarah Poole (estateXchange) and Emma Woolley (Hall & Willcox) - Thursday, 20 November 2025 from 12:30-2pm via Zoom. Registration details to come. If you're not a CREW member, sign up - women only, sorry blokes.
HOW TO 'HOOK' YOUR AUDIENCE
Love this article by our friend Amber Daines at Bespoke Co.
Hook, flip - all key words we are using more these days! A great speaker captures the room from the moment they arrive. They have you hooked. A strong hook sets the tone, grabs attention and tells your audience why they should care. Read the blog 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.
