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

The Revised Fees and Costs Disclosure Regime Under RG 97

Virtual workshop: Wednesday, 4 November 2020, 10.00am-11.00am

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The long-awaited final amendments to the fees and costs disclosure regime for superannuation Product Disclosure Statements (PDSs) under Regulatory Guide 97: Disclosing fees and costs in periodic statements (RG 97) have been released.

The revisions are substantial and affect nearly every aspect of the regime. As a result, superannuation trustees will need to make a number of changes to their documents, systems and procedures.

This special one-hour virtual workshop looks at the major changes to the fees and costs disclosure regime, how to prepare to comply with the new regime, and the compliance dates

Facilitated by Lisa-Marie McKechnie, Partner, Financial Services Law at Ernst & Young, and Kathy Neilson, Senior Manager, Financial Services Law at Ernst & Young. Formerly at ASIC from 2016 to 2019, Kathy led the review and re-write of RG 97 up until Consultation Paper 308: Review of RG 97 Disclosing fees and costs in PDSs and periodic statements was released.

Presenters

Lisa-Marie McKechnie

Lisa-Marie McKechnie
Partner, Financial Services Law, Ernst & Young

 

Kathy Neilson

Kathy Neilson
Senior Manager, Financial Services Law, Ernst & Young

 
 

Partnered by

EY

Key topics to be discussed include:

  • the key changes to the structure and content of RG 97
  • what has not changed in RG 97
  • timeline and commencement dates for the new regime including the early opt-in options
  • how to prepare to comply with the new regime, including ASIC’s expectations and future potential surveillance by ASIC.

Who should attend?

  • trustees and directors
  • product managers
  • CEOs, and senior management staff
  • governance, compliance and risk professionals
  • service providers
  • those who support the board/trustee function.

What you’ll gain

Certificate of Attendance

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.

CPD Points

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

Pricing (Including GST)

  Member Non-member
Virtual workshop $195 $250
Enrol now »