About
The National Legislation Discussion Group provides a forum where participants can openly raise, discuss and debate various trends and issues faced by the superannuation industry in the development and implementation of legislation.
The discussions encompass a variety of legislative developments including prudential regulation, corporate and financial services regulation, anti-money laundering, privacy, taxation, insolvency, and other regulatory policy developments impacting on superannuation, as well as the implications of significant recent case law.
Discussion Group Chair
Sarah Penn, Mayflower Consulting
Topic
‘Optimising death benefit claims administration. What super funds can take from the banking sector’s recent overhaul of its handling of deceased estates.’
Speaker
Sarah Poole – Founder and Co-CEO at estateXchange
Sarah is a Founder and Co-CEO of estateXchange; an innovative online platform that is transforming the way deceased estates and related claims are administered in Australia.
With deep expertise and passion for this critical but often overlooked area, Sarah is leading the charge to bring deceased estate and related claims administration into the digital age.
A former lawyer and executive, it was Sarah’s experience leading the digital transformation of deceased estates at one of Australia’s largest banks, coupled with her personal experience administering a family estate across multiple organisations, that inspired her to create an ecosystem level solution.
Sarah is leading a cross-sector and technology-driven approach, working closely with all industries to transform the way deceased estates and related claims are administered in Australia, delivering tangible benefits to organisations, their customers, and the community.
Agenda
- Welcome, acknowledgement of country and introductions.
- Matters arising
- ASFA Update
- Guest Speaker – Sarah Poole, Founder and Co-CEO at estateXchange
- Other issues and general business