Learning

ASFA Learning (RTO ID 90755) is a leading provider of superannuation courses and learning solutions.

Portfolio holdings disclosure

Virtual workshop:

To be confirmed

About

Almost a decade has passed since the portfolio holdings disclosure laws on superannuation funds were legislated. The long-deferred commencement seems like it will finally arrive on 1 January 2022, and there’s a lot that superannuation funds must do to comply with the obligations and manage any associated risks. Are you across what’s required?

Facilitated by Jonathan Steffanoni (Partner) and Jessica Pomeroy (Senior Regulatory Consultant) from QMV Legal, this essential one-hour virtual workshop will go beyond explaining the key aspects of the regime and provide practical insights to help you address the challenges and issues likely to be encountered when implementing. It will also explore the broader risks and issues which may develop in relation to making portfolio holdings information public.

Key topics to be discussed include:

  • Policy context and the journey to the reforms commencing
  • Who needs to report? Identifying associated entities
  • What, when, and how the information is to be disclosed
  • Practical considerations to implement the changes
  • Implications of portfolio holdings disclosure on unlisted and private markets

Who should attend?

  • Trustees and directors
  • CEOs, and senior management staff
  • Governance
  • Compliance and risk professionals
  • Contact centre managers
  • Investment operations managers
  • those who support the board/trustee function.

Presenters

Jonathan Steffanoni

Jonathan Steffanoni
Partner, QMV Legal

 

Jessica Pomeroy

Jessica Pomeroy
Senior Regulatory Consultant, QMV Legal

 

How you’ll learn

One-hour online virtual workshop

ASFA’s virtual workshops are a live and interactive learning experience. Participants can engage with industry-leading presenters who are experts in their field, together with their peers, just like they would at an ASFA face to face workshop. It is a unique opportunity to workshop ideas and concepts in a collaborative online environment facilitated by experts.

Virtual workshops are limited to 30 participants to allow for discussion, and to ensure that participants have ample opportunity to ask presenters questions..

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Upcoming virtual workshops

To be confirmed

Price (inc GST)

Member: $195
Non-member: $250

CPD Points

One Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.

Enquiries

For all enquiries, contact ASFA Learning.

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