On Monday, I hosted my final ASFA National Legislation Discussion Group, with Anthony Saliba from Deloitte talking Measuring Retirement Outcomes. An excellent topic to finish on and clearly the punters agreed - we had our biggest turnout in ages!
Next month I’m swapping logos and hosting a new series of webinars for the Financial Services Council. We’ll kick off with a session on DDO - stay tuned, I’ll share all the details in our next newsletter.
Regards
Sarah
THOUGHT OF THE WEEK
The ASIC bans connected to Shield and First Guardian are getting lots of attention this week. As they should. But what is coming next?
Treasury has released not 1, not 2, but 3 consultation papers. Here they are in all their glory:
Sadly, no further movement on DBFO tranche 2, which includes the all-important 'nudge' changes that will support super funds to help their members move into retirement. But anyway...
A good place to start getting your head around all these new proposals is this write-up by Allens. There's quite a lot on the platform governance side of things, including potentially having platforms properly defined and treated differently to standard super funds. That's a double edge sword if ever I saw one!!
LATEST NEWS & VIEWS
In the general bucket of helping people plan for retirement we have the following. TL;DR: ASIC have a new website, digital advice could totes help retirement planning, retirees are having a pretty good time but an annuity would make allll the difference, PwC stating the bleeding obvious...
How do you really measure if a retirement income solution is working? In That Super Show, Neil and I speak with Anthony Saliba, partner at Deloitte, to break down what trustees should actually be doing vs. what most are currently doing. Whether you’re a fund exec, policy nerd or just trying to wrap your head around the regulatory maze, this important conversation is for you.
Events we are running/speaking at:
CREW Webinar: Design and Distribution Obligations, Governance and Defensibility in a Heightened ASIC Enforcement Environment with guest speakers Dhivya Mani, Julianne McKnight and Natalie Truemanfrom Source. Wednesday, 22 April 2026, 1-2pm via Zoom. Register here.Women only, sorry blokes.
CREW In-Person Event Melbourne- The loneliest role in the building withguest speakers Kerryn O'Brien (Equity Trustees) and Cora Speed (Australian Super). Thursday, 30 April 2026 from 4-7pm at the offices of Equity Trustees, Melbourne. Register here.Women only, sorry blokes.
PDS Managers Roundtable - How PDS Managers can best provide information to vulnerable and neuro diverse memberswith guest speaker Mia Lander. Thursday, 7 May 2026 from 12:30 to 2pm. Registration details to come soon.
FUTURE FUND ADMIN 2026 - The Future of Superannuation Fund Administration Forum. 19-20 May 2026. Sydney. Matt and I are both facilitating panel sessions! Register here.
For a full list of industry events relevant to SSFPP readers, click here.
THE LONELIEST ROLE IN THE BUILDING
Women only, sorry blokes. Join us in person for a candid, off-the-record conversation about the side of senior risk and compliance work that never makes it into the position description, the part where “have you thought about…?” can be the most important sentence in the room. I will lead the conversation with special guests Kerryn O'Brien (Equity Trustees) and Cora Speed (Australian Super). Register here.
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