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ASFA Learning (RTO ID 90755) is a leading provider of superannuation courses and learning solutions.
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
Partner, Financial Services Law, Ernst & Young
Lisa-Marie McKechnie is a Partner in EY’s Financial Services team in Sydney who specialises in superannuation and life insurance, prudential regulation and privacy and data protection.
Lisa-Marie advises trustees on all aspects of their fund operations including:
Lisa-Marie is passionate about industry education and regularly presents for the Association of Superannuation Funds of Australia (ASFA) as well as the Australian Institute of Superannuation Trustees (AIST). She is a Director on the Board of the Financial Services Accountant’s Association (FSAA), and the NSW Chair of the Australasian Life Underwriting and Claims Association (ALUCA).
Senior Manager, Financial Services Law, Ernst & Young
Kathy Neilson is a Senior Manager in EY’s Financial Services team in Sydney who specialises in superannuation and life insurance, prudential regulation, regulatory change, corporate governance. and risk and compliance.
Kathy advises financial service clients on all types of issues including:
Kathy was the Project Leader for the review and redrafting of the RG 97 fees and costs disclosure regime at the Australian Securities and Investments Commission (ASIC). She was directly involved in redrafting the regulatory guide and the legislative requirements, as well as consulting with industry to understand their concerns in relation to fees and costs disclosure.
Certificate of Attendance
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.
9 June 2021
One Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.
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