| COMMUNICATIONS Discussion Group |
|
|
The Communications Discussion Group provides a forum where participants can openly raise, discuss and debate various trends and issues faced by the superannuation industry in the area of effective communication. ie how the various industry participants (trustees, funds, administrators, call centres) share and exchange information with members that produce their intended result. |
Group Charter
(pdf) |
|
| COMPLIANCE Discussion Group |
Contact: Paul Curtin (Chair)
tel: 03 9911 3141
Margaret O'Halloran (Secretary)
tel: 03 9809 4101 |
A forum for participants to openly raise, discuss and debate various trends and issues faced by the Superannuation industry in the compliance area. These include APRA and ASIC Licensing, other regulatory and legal requirements, external and internal audit, internal controls and fraud issues. |
Group Charter
(pdf) |
|
|
DEFINED BENEFITS Discussion Group
|
Contact:
Gerard Parlevliet (Chair)
tel: 02 9117 7169 |
The ASFA/CSA National Defined Benefits Discussion Group meets in Sydney and Melbourne. The group provides a forum for participants to discuss issues specific to the defined benefit sector of the superannuation industry. Discussions cover a variety of topics
including funding and solvency issues, structural constraints in the management of DB funds, legislative and regulatory developments, law reform priorities for the DB sector, pension liabilities, the impact of local and
international accounting standards and taxation issues affecting DB funds. |
Group Charter
(pdf) |
|
| FINANCIAL CRIME Discussion Group |
Contact: Andrew Margetts (Chair)
tel: 03 9248 5965 or 03 9911 3127
Majella Foyle (Secretary)
tel: 03 8663 1213 |
The group provides a forum where participants can openly raise, discuss, and debate various trends and issues faced by the Superannuation industry in the area of financial crime. Discussions encompass a variety of financial crime matters including fraud, corruption, money laundering, terrorism financing, and associated regulatory developments. The group will identify issues with the operation of financial crime related laws, areas where the law may need clarification, and issues regarding proposed changes to the law. |
Group Charter
(pdf) |
|
| FUND TAXATION Discussion Group |
Contact: Noelle Kelleher (Chair)
tel: 03 9671 6600
Allister Sime (Secretary)
tel: 03 8603 1195 |
The Victorian Fund Taxation DG provides a forum for members to discuss and share views on the current developments in taxation for superannuation funds and superannuation benefits. Topics include the proposed new Taxation of Financial Arrangements (TOFA) regime, Simpler Super and the ongoing issue around foreign tax credit availability for income received from interests in US Limited Liability Companies/Partnerships. Views are put forward to the ASFA Tax Policy Committee for its consideration. |
Group Charter
(pdf) |
|
| INVESTMENT Discussion Group |
Contact: Brett Elvish (Chair)
tel: 0413 176 164
Patricia Newby (Secretary)
tel: 03 9611 3614 |
The group provides a forum where participants can openly raise, discuss and debate various trends and issues faced by the Superannuation Industry in the area of investments through input from the various industry participants ie. trustees, funds, consultants, investment managers. |
Group Charter
(pdf) |
|
| LEGISLATION Discussion Group |
Contact: Marlene Hewer (Chair)
tel: 03 9269 9580
Paul Synhur (Secretary)
tel: 03 9248 5937 |
The ASFA Legislation Discussion Group focuses on issues relating to legislation affecting superannuation funds. The Group takes a practical approach to discussing current legislation issues and their impact on the management and administration of superannuation funds. Members include lawyers, accountants, actuaries and compliance professionals, Fund Secretaries, those with an information technology background and those working in administration. |
Group Charter
(pdf) |
|
| MEMBER SERVICES Discussion Group |
Contact: Noel Lacey (Chair)
tel: 03 8648 3900
Ian Pepper (Secretary)
tel: 03 8648 3900 |
The Member Services Discussion Group focuses on identifying important issues that affect all super funds, employers and members. The topics and issues discussed cover administration, legislative and compliance, member communication, technology. A standing
agenda item is the APRA Update where APRA rotate a representative through the meeting each month to brief the group on issues such as licensing, APRA audits and current issues.
|
Group Charter
(pdf)
|
|
| SMALL FUNDS Discussion Group |
Contact: David Foulds (Chair)
tel: 03 8610 5353
Michael Harkin (Secretary)
tel: 1300 65 92 42 |
A forum for service providers to self managed superannuation funds. While small funds are the primary focus, the Group is in a unique position in that its participants deal directly with fund members. This member focus assists in identifying important issues that affect all super fund members, not just members of SMSFs. |
Group Charter
(pdf) |