Learning

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

Next virtual workshop:

To be confirmed

ASFA’s comprehensive product compliance workshop will help you understand and comply with the required changes under RG 97: Disclosing fees and costs in PDSs and periodic statements The special one-hour virtual workshop explores the major changes to the fees and costs disclosure regime, how to prepare to comply with the new regime, and the compliance dates, as well as lessons learned from implementation to date.

Facilitated by Lisa-Marie McKechnie, Partner, Financial Services Law at Ernst & Young, and Kathy Neilson, Director, Financial Services Law at Ernst & Young. Kathy was formerly at ASIC from 2016 to 2019 and led the review and re-write of RG 97.

Presenters

Lisa-Marie McKechnie

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

 

Kathy Neilson

Kathy Neilson
Director, 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
  • the timeline and commencement dates for the new regime
  • early opt-in options
  • how to prepare to comply with the new regime
  • ASIC’s expectations and future potential surveillance
  • lessons learnt from implementation to date.

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.

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 an 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.

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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