Speak up culture, can tech fix a broken process? A new acronym to learn, DDO, measuring retirement outcomes, far out there is a lot on! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­    ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  
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SSFPP

Hi There

 

On Monday we ran a lively ASFA National Discussion Group on Creating a Speak Up Culture, featuring Andrew Brown from Adaptive Cultures. You’ve probably heard the old chestnut, “Don’t come to me with a problem unless you have a solution.” Sounds very no‑nonsense and managerial, doesn’t it?Unfortunately, it’s also very unhelpful. We’ll share why and what to say instead in an upcoming blog. Stay tuned!

 

Regards

Sarah

THOUGHT OF THE WEEK 

- from Matthew Jose, Senior Product Consultant

 

Speed is a design problem. When something feels slow, a new tool feels like a solution. But when I look at what's actually slowing product teams down, it's rarely the technology. It's unclear decision rights, controls that sit as bottlenecks instead of checkpoints and process held in people's heads.

 

You can drop the best workflow platform on top of all of that. It won't fix it. It will just make the dysfunction faster and more visible.


The teams getting real value from technology aren't the ones with the most sophisticated tools. They're the ones who did the harder work first - getting clear on who decides what and what they're actually trying to enable.

 

If you'd like to have a coffee and discuss what I'm seeing across the industry in this space, drop me a line.

LATEST NEWS & VIEWS 

 

AustralianSuper’s call for leverage is bold but unnecessary - Investment Magazine. SP - this is a technical article but worth the read.

 

The government’s super reforms pass the parliament - Labor Party. SP - this is good but can we please get to the 'nudge' legislation now!!

 

FSCP issues written reprimand over Code breaches, advice failures - Money Management. SP - yes that's right folks, another acronym to learn! This one is the Financial Services and Credit Panel and they look at adviser actions that go against the code of ethics. 

 

Policy uncertainty rattles HNW retirement confidence - Super Review. SP - interesting research. Lots of factors at play. Commissioned by GenLife so not surprisingly they find that certainty is what retirees want, aka the main sales pitch for annuities. But then, they aren't wrong. Certainty would be great! Pity we live in the real world...

 

Passage of LISTO reforms to benefit 1.3 million low-income workers - Accountants Daily. SP - while this probably doesn't impact many people reading this newsletter, LISTO is a great way to give your kids super an extra boost. Just sayin'.

 

Policy changes weigh on retirement confidence among wealthy Australians - IFA

 

AFCA expands scam-related complaints - Financial Standard

 

Can spousal transfers close the gender super gap? - Financial Standard

 

Maximising tax-free TPD super benefits - Financial Standard

 

Govt was warned MIS reform alone would not have stopped Shield, First Guardian - Professional Planner

 

Advisers weigh in on $3m super tax - IFA

 

Half of Australians approach retirement without financial plan - Super Review

WORTH YOUR TIME

ThatSuper.Show 

In this episode of That Super Show, Sarah Poole and Ben Darlow from estateXchange lift the lid on why death benefit claims are still so painfully manual in 2026 and what that really looks like behind the scenes. They share practical ideas for turning a bureaucratic ordeal into a clearer, kinder, more human experience.

That Super Show

Events we are running/speaking at:

ASFA National Legislation Discussion Group Webinar: Measuring Retirement Outcomes with guest speaker Anthony Saliba from Deloitte. Monday, 13 April 2026, 1-2pm via Zoom. Registration details to come.

 

CREW Webinar: Beyond Compliance: Design and Distribution Obligations, Governance and Defensibility in a Heightened ASIC Enforcement Environment with guest speakers Dhivya Mani, Julianne McKnight and Natalie Trueman from Source. Wednesday, 22 April 2026, 1-2pm via Zoom. Register here. Women only, sorry blokes.

 

FUTURE FUND ADMIN 2026 - The Future of Superannuation Fund Administration Forum. 19-20 May 2026. Sydney. Register here.

 

For a full list of industry events relevant to SSFPP readers, click here.

CREW WEBINAR - DDO - 22 APRIL 2026

Screenshot 2026-03-09 at 11.00.20 am

ASIC has made its position on DDO enforcement clear. The question now isn't whether your firm has a compliance program, it's whether that program would hold up under scrutiny. Join us for our next CREW Webinar: Design and Distribution Obligations with guest speakers Dhivya Mani, Julianne McKnight and Natalie Trueman from Source. Wednesday, 22 April 2026, 1-2pm via Zoom. Register here. Women only, sorry blokes.

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3 – Do you need expert help to make a change to your business?

 

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