PDSs and neurodiversity, managing yourself to support your team, PDS manager role at Perpetual, and all the news, views and events you need this week. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­    ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  
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SSFPP

Hi There

 

Our CREW in-person Melbourne event last week was a standout. A warm thank you to our wonderful guest speakers, Sarah Ray (Cbus), Cora Speed and Belinda Worrell (Crown Resorts), for sharing their insights and energy. And a special thanks to the team at Equity Trustees for providing the venue.

 

Tomorrow, we shift gears to our PDS Managers roundtable, exploring how product managers can best support vulnerable and neurodiverse members with clear, accessible information. Mia Lander will be our guest speaker, and it promises to be a session that is both thought-provoking and practical.

 

Regards

Sarah

 

PS: Know a fab PDS Manager?

There is a perm disclosure manager role going at Perpetual, working with our friends Aamy, Tom and Hannele. All the details here.

THOUGHT OF THE WEEK 

Our CREW event last week was a lively discussion on the role of women in risk and compliance. One of our panelists, Cora Speed, gives us her key takeaways. As always, an awful lot of good advice in just three bullet points!

  • A simple test I use when deciding what to push and what to let go: If I push this now, will it change a decision or just prove a point? If it’s just proving a point, I wait.

  • Use the Trusted Advisor framework to build respect and trust with your internal stakeholders - you want to be the first person they turn to for guidance and advice when they're unsure of something, or something has happened.

  • Words matter when trying not to pass anxiety down to your team. For example, instead of saying ‘this is a big issue’ try 'here are the three things that matter and what we’re doing next'.

LATEST NEWS & VIEWS 

 

SMSF establishment needs justification beyond ‘generic’ client statements: AFCA - Professional Planner SP - I have to say, I'm on board with AFCA here. There is certainly a place for SMSFs. But we've gone from 20k new SMSFs in 2020 to 40k new SMSFs in 2025. Which just doesn't hold water. 

 

APRA calls for a step-change in AI-related risk management and governance  - APRA. SP - really APRA? 'step change'? Do they think that super execs are either super human or have lots of time on their hands?

 

SP - And in a section I call 'news only a mother could love':

APRA finalises CPS 230 amendments - Financial Standard

Super funds score win on stamp duty disclosure - Financial Standard

ASIC announces stamp duty disclosure changes - ASIC

Superannuation greenwashing is rife: Will a new labelling system make it worse? - Choice

Super complaints expected to reach 8000 in 2026: AFCA - Investment Magazine

 

Budget to tighten super tax breaks and housing incentives - Super Review

 

First Guardian liquidation continues to eat up recovered funds - Professional Planner

 

Unpaid super shortfall hits $24.4bn over five years - Super Review

 

Building a modern retirement proposition in Australia - Financial Standard Super

 

Cyber attacks going undetected for months in financial services - SMSF Adviser

WORTH YOUR TIME

That Super Show 

In this episode, Neil and I tackle the Treasury’s proposed clampdown on onboarding advertising, the latest curveball in adviser education and why APRA and the ATO are increasingly uneasy about payday super. We explore whether performance tests are quietly constraining investment innovation in Australia. Subscribe here.

That Super Show

Events we are running/speaking at:

THIS THURSDAY - PDS Managers Roundtable - How PDS Managers can best provide information to vulnerable and neuro diverse members with guest speaker Mia Lander. Thursday, 7 May 2026 from 12:30 to 2pm. Register here.

 

FUTURE FUND ADMIN 2026 - The Future of Superannuation Fund Administration Forum. 19-20 May 2026. Sydney. Matt and I are both facilitating panel sessions on Wednesday 20 May 2026. Register here.

 

FSC Webinar - DDO - Monday, 25 May 2026 - 11am to 12pm via Teams. Registration details to come soon. 

 

CREW In-Person Event Sydney - The loneliest role in the building. Wednesday, 24 June 2026 from 4-7pm at the offices of Norton Rose Fulbright, Sydney. Registration details to come soon. Women only, sorry blokes.

 

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

PRODUCT MANAGEMENT HIRES

Product Management Hires

The best product management hire for your team is probably not looking at your job ad! Victoria Butt from Parity Consulting wrote this week's blog on exactly that, and it's worth a read, especially if you're hiring into PDS, communications or product roles in financial services right now. AI can surface a shortlist in minutes, what it can't do is tell you whether someone can hold a narrative under pressure, influence across competing priorities or adapt when the brief shifts. Read more here.

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