RIC and longevity products
Next virtual workshops
Tuesday 26 September 2023, 12.00pm - 1.00pm
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About
There has never been a more important time to be on top of the retirement income covenant as the focus of the superannuation industry shifts more from the accumulation phase to the retirement phase for members, the government looks to superannuation funds to educate the Australian population about retirement income, and the regulators provide guidance on areas where ‘industry needs to accelerate its implementation efforts’.
With the regulatory focus clearly turned up on trustee’s compliance with the retirement income covenant, this timely workshop, facilitated by Nathan Hodge, Partner, King & Wood Mallesons, and Sarah Yu, Partner, King & Wood Mallesons, will help you unpack the key issues, navigate the regulatory response, and understand the longevity options that are available.
Enrol now.
Key topics to be discussed include
- Retirement income covenant
- Report 766 Implementation of the retirement income covenant: Findings from the APRA and ASIC thematic review
- Digital advice
- Structuring considerations and options
Who should attend?
- Retirement income specialists
- Trustees and directors
- CEOs, and senior management staff
- Governance, compliance and risk professionals
- Service providers
- Those who support the board/trustee function
Presenters
Nathan Hodge
Partner, King & Wood Mallesons
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Nathan specialises in advising major wealth management institutions, superannuation funds and financial planning businesses across all areas of financial services law. Nathan has extensive expertise advising on investment management arrangements for listed assets and unlisted assets, investment structures, private equity and infrastructure investments and transition management arrangements.
Sarah Yu
Partner, King & Wood Mallesons
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Sarah is a financial services lawyer specialising in superannuation and insurance with over 25 years’ experience. Throughout this time, Sarah has advised retail, industry, corporate and public sector superannuation funds, insurance companies, banks and wealth management institutions through strategic and regulatory issues and complex transactions.
How you’ll learn
One-hour online virtual workshop.
ASFA’s virtual workshops are a live and interactive learning experience. They provide an opportunity for participants to 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. They are 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.