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Conflicts of Interest and duty

60 mins
1 CPD Hours

Webinar Operations  Business operations  Governance  Leadership

Given the Royal Commission highlighted many instances of breaches in relation to conflicts of interest and duty, now is the perfect time to revisit what these mean for superannuation fund trustees and executives. 

Understanding the nuances of these concepts is vital to ensuring decision making is done in the most transparent and ethical manner. Our presenter, Heather Gray, will step you through all you need to know.

Published Date: 18 September 2020


Heather Gray, Partner, Hall & Wilcox

Heather is a partner at law firm Hall & Wilcox. She is one of Australia's most experienced superannuation and financial services lawyers, having practised in the area for more than 30 years, and has been recognised as one of Australia's leading superannuation lawyers in the annual 'Best Lawyers' reports published by theAustralian Financial Reviewin every year from 2010. She was named as the ‘Best Lawyers’ Melbourne Superannuation Lawyer of the Year for 2014, 2018 and 2020.  She acts for superannuation fund trustees, financial institutions, employers, associations and other entities involved in superannuation, across the full range of legal issues facing the industry.

Heather has been involved in the development and implementation of superannuation policy through her roles as a member (and former Chair) of the Superannuation Committee of the Law Council of Australia and as a member of regulatory consultative committees and of the Board of Taxation Advisory Panel.  She is a Chartered Tax Adviser, and holds Honours degrees in Law and in Arts from the University of Melbourne.


Jeff Wallens, Education & Training Consultant, AIST

Jeff commenced working with AIST as a Training Consultant in January 2019. He brings 19 years of financial services and superannuation experience to AIST, in roles ranging from customer service, member education, employer account management, and corporate super planning and advice.

Jeff currently holds a Diploma of Financial Planning.

His previous employers include Telstra Super, NAB Financial Planning, AON, Aviva and Health Super.

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