Superannuation Governance Masterclass

Managing governance in practice

ASFA has partnered with Thomson Geer Lawyers to deliver the Superannuation Governance Masterclass: a series of intensive, classroom-style masterclasses designed to help the leaders of the superannuation industry to achieve governance best practice.

At each Masterclass, a team of industry experts will dissect a key area relating to superannuation governance and use case scenarios and real-life examples to demonstrate how the governance framework is best put into practice.

There will be limit of 25 participants for each Masterclass to allow for robust discussion, and to ensure that participants have ample opportunity to ask presenters questions.

Participants will receive a Certificate of Attendance, which can be offered to APRA as proof of continuing professional development.

Death benefit claims and disputes

Melbourne: Thursday 11 October 2018

Sydney: Thursday 18 October 2018

Brisbane: Thursday 25 October 2018

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The distribution of superannuation death benefits continues to be the largest category of complaints that trustees face. With the imminent start of the Australian Financial Complaints Authority, it is timely to explore a number of complex topics in this area.

Topics to be discussed will include:

what are the rights of beneficiaries?
how far should a trustee go to locate dependants?
for how long can a trustee defer paying the death benefit?
what should a trustee do when a dependant is cut out of a will?
what should a trustee do if a beneficiary doesn't produce AML documentation?
can a trustee ‘remake’ a determination?
can a person acting under a power of attorney make a binding nomination?
when does a death benefit become unclaimed money payable to the ATO?

What you’ll gain

Certificate of Attendance. This course also contributes to the Trustee Essentials Certificate, which can be combined with experience to gain Trustee Accreditation.