Preview

Your playlist

Conflicts of Interest and duty

60 mins 1 CPD Hours

Given the Royal Commission highlighted many instances of breaches in relation...

Anti-hawking - Impact on super funds

45 mins 0.75 CPD Hours

Anti-hawking measures aimed at stopping consumers receiving unsolicited...

Best Financial Interests Duty: New Draft Legislation

60 mins 1 CPD Hours

Upcoming legislation amending the ‘best interest duty’ to ‘best financial...

Instant acccess for
$99.00

Anti-hawking - Impact on super funds

45 mins
0.75 CPD Hours

Webinars Engagement  Members culture  Risk  Business operations  Advice  Governance  Marketing

Anti-hawking measures aimed at stopping consumers receiving unsolicited contact about super products begin this July.  How will they affect what you can and cannot say to existing and prospective members about superannuation? This webinar will unpack what the new measures mean for funds and client-facing staff.

Are you in a member or employer facing role?  Do you prepare and distribute marketing materials about your fund’s products?  If so, then this session is for you!

New obligations come into effect on 1 July 2021 for super funds and their staff in relation to Anti-Hawking measures. These measures aim to prevent consumers from receiving unsolicited contact regarding super products...but what does ‘unsolicited’ mean?  As the definition of hawking includes the selling of financial products during a meeting, call or other initiated contact to discuss an unrelated financial product, just how will this impact what you can and can’t say to existing and prospective members about superannuation. For example, can you talk about your fund’s products to a meeting attended by members and non-members?  Can you discuss your pension product with a member who is attending a seminar on your accumulation product? Join us, as we unpack everything you need to know about what these news laws will mean for you.

Speakers

Scott Charaneka, Head of Superannuation and Wealth Management, Thomson Geer

Scott Charaneka is the Head of Superannuation & Wealth Management at Thomson Geer and is an industry leading financial services lawyer. He has comprehensive experience in licensing, governance, administration, distribution, restructuring and investment matters associated with superannuation, funds management and life insurance products. He presently acts for many of Australia's largest private and public sector financial institutions. Scott has previously worked as an in-house counsel at Legal & General and ING. He is a regular speaker at conferences and has designed key training programs for boards and RMs. He was the lead editor of Wickens The Law of Life Insurance in Australia from 1998 to 2008, a co editor of CCH Australian Superannuation Law & Practice from 2001 to 2010, a co editor of the Lexis Nexis Financial Services Newsletter from 2001 to 2008 and is a current co editor of the Lexis Nexis Australian Superannuation Law Bulletin. Scott is a fellow of ASFA, the former deputy chair of its Queensland State Executive Committee, an emeritus member of the Law Council of Australia Superannuation Lawyers Committee and was appointed to APRA's Superannuation Lawyers Liaison Forum.

Publications by Scott include:
- The CCH Guide to Estate Planning (first and second edition);
- The CCH Guide to Super Choice;
- Establishing a Funds Management Business in Australia (first and second edition); and
- The CCH Guide to MySuper, SuperChoice and SuperStream.

Scott has been listed annually in Australia's Best Lawyers in the categories of Regulatory Practice and Superannuation Law since 2012 and has been listed annually in Who's Who Legal: Pensions & Benefits since 2015. He was a finalist for the Lawyers Weekly Partner of the Year in Financial Services in 2017, 2018 and 2019 and has been rated in Chambers Asia-Pacific since 2018 in the Superannuation category


Stanley Drummond, Adjunct Head of Superannuation and Wealth Management , Thomson Geer

Stanley specialises in superannuation, life and general insurance, managed funds, financial planning and financial services regulation. His expertise in these areas is founded on previous roles as in-house counsel at St George Bank, Vero Insurance, ING Australia and GE Money.

Most of Stanley's work is for the trustees of large APRA-regulated superannuation funds, including AustralianSuper, Aware Super (formerly First State Super), QSuper, Statewide Super and WA Super. A substantial part of his practice is advising and acting for superannuation trustees in relation to disability and death benefit claims (both litigated and unlitigated) and complaints. He has very significant experience in drafting submissions to the Australian Financial Complaints Authority and its predecessor, the Superannuation Complaints Tribunal.

Stanley's has also worked very extensively in the area of financial services regulation since the commencement of the current Chapter 7 of the Corporations Act 2001 (Cth) in 2002. This includes Australian financial services licensing work for St George Bank, GE Money and CBRE companies.

Stanley is a prolific author on superannuation, insurance and other financial services topics, with articles frequently appearing in the Superannuation Law Bulletin, the Insurance Law Bulletin and the Insurance Law Journal. He is the principal author of Thomson Geer's quarterly Superannuation Case Law Update. He is a frequent speaker at seminars and training courses convened by the Australian Insurance Law Association.


Facilitator

Mel Birks, Head of Advocacy, AIST

Mel started her career in superannuation in the ATO, moving to work with industry super funds in 2004.  Her roles have included senior roles in stakeholder relations, strategy, marketing and communications in Link Group/ Superpartners, HESTA, Hostplus, AUSfund, Industry Fund Services and ME Bank.  Her most recent role at ASIC was as a Senior Specialist in the Superannuation team where she provided technical analysis and strategic advice on consumer issues in relation to superannuation.

Mel is passionate about delivering benefits to members, with a particular focus on improving women’s retirement outcomes.

Mel is also the current deputy chair of the Victorian Committee of Women in Super and has been a member of the Mother’s Day Classic organising committee in Melbourne for a number of years.

She has a Bachelor of Science from the University of Melbourne, a Graduate Diploma in Educational Psychology from Monash University and a MBA from Deakin University and has successfully completed the Advanced Leadership Program run by Women & Leadership Australia.


CPD 0.75pt

LITERACY_FOR_LIFE.jpg

  

  View Collection

Related Content