Your one-stop-shop for professional development,
gain your CPD anytime, anywhere

 
Preview

Your playlist

The impact of legislative change and increased scrutiny on insurance in super

45 mins 1 CPD Hours

On top of insurance-specific changes, many other superannuation reforms are...

Insurance lessons from super fund mergers

45 mins 1 CPD Hours

Ensuring fund mergers result in good member outcomes in relation to insurance...

How will pending and potential changes shape the future of insurance in super?

45 mins 1 CPD Hours

If the Government announces a review into insurance in superannuation – as...

Instant acccess for
$99.00

Insurance lessons from super fund mergers

45 mins
1 CPD Hours

Insurance Symposium Business operations  Engagement  Governance  Innovation  Insurance  Leadership  Marketing  Members culture  Operations  Policy  Regulation  Risk

Ensuring fund mergers result in good member outcomes in relation to insurance is front of mind for merging funds. But benefit design, transition arrangements and record keeping and data can be complex when merging. Speakers who have been at the heart of recent mergers will talk about the key issues and how to address them.

Published Date: 22 October 2021

Speakers

Christian Clark, Corporate Development Manager, Aware Super

Christian Clark is Corporate Development Manager at Aware Super, which he joined in 2016. As a member of the Mergers and Corporate Development team, Christian is responsible for developing and refining the fund’s merger strategy with the executive. In addition to being involved in the strategic side, he and the Mergers team work closely with product, insurance and operational specialists within Aware Super on executing merger plans and implementation.

Previously Christian was a key person in the policy and research teams at Aware Super, which meant he became well known to the different departments in the fund. Prior to joining Aware Super, he was a policy analyst at Industry Super Australia, supporting advocacy for profit to member funds and providing internal policy expertise.

Christian has a background in public policy and economics, and has a PhD in social sciences from The University of Melbourne.


Kenny Ghi, Director, Actuarial & Financial Risk, KPMG

Kenny has worked across the insurance in super industry for over 15 years spanning actuarial pricing, product development, trustee governance and strategy.

He currently is a Director at KPMG within the superannuation advisory team. At KPMG he has been involved in a variety of engagements supporting super funds including leading the insurance stream for several super fund merger/SFT transactions, product rationalisation, insurance tenders and IMF reviews.


Sanela Osmanovic, Senior Associate, KHQ Lawyers

Sanela is a Senior Associate in the superannuation & financial services team at KHQ Lawyers which is a top-tier boutique commercial law firm.

Sanela has a broad range of experience working with a range of superannuation fund trustees, superannuation administrators, general insurers and not-for-profit organisations.  She regularly advises clients in relation to:

  • successor fund transfers
  • group insurance arrangements
  • matters involving the regulator; and
  • corporate governance

She is the chair of the ASFA Legislation Discussion Group for Victoria and holds a Diploma of Superannuation in addition to her law qualifications.

Sanela is a finalist in the Financial Services category of the Lawyers Weekly 30 Under 30 Awards for 2021.


Facilitator

David Evans, Head of Insurance, Aware Super

Following a career in management consulting, David has over 25 years of experience within Financial Services holding both executive and senior positions within the Wealth Management and Banking industries with a focus on life insurance and superannuation.

Aware Super’s purpose is to be a force for good and to help every member achieve the retirement they want and deserve.  As Head of Insurance, David is passionate about making a difference in the lives of members including at a time where members are vulnerable and unexpectedly cease work temporarily or permanently due to ill health.

David is proud to work for a fund where insurance delivers support and care for the educators and carers in our community, and those who are community minded, at their time of need.


CPD 1pt

  

  View Collection

Related Content