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Anti-hawking – The nitty gritty

60 mins 1 CPD Hours

The follow up deep dive session to the Anti-Hawking webinar. These measures...

What do the new breach reporting requirements starting 1 Oct mean for super funds?

60 mins 1 CPD Hours

In light of the new breach reporting regime, superannuation lawyer and Head...

APRA Heatmap for Choice Products

60 mins 1 CPD Hours

Our webinar looks at the details, timing and scope of the Choice Heatmap...

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What do the new breach reporting requirements starting 1 Oct mean for super funds?

60 mins
1 CPD Hours

Webinar Policy  Governance

The new breach reporting regime that starts on 1 October 2021 will change how all Australian financial services (AFS) licensees analyse and report breaches. The new regime not only redefines a significant breach but requires licence holders to report investigations into potentially reportable incidents.

What does this mean for your fund?  What needs to change in relation to how you conduct internal and external investigations? What new trustee policies are required? Will the current governance regime require modification?

In this webinar, Scott Charaneka, a highly experienced superannuation lawyer and Head of Superannuation and Wealth Management at Thomson Geer, and Holly Marchant a lawyer from Scott’s team, explained what these changes mean for you.

The workshop covered a number of ‘near life’ examples, offering a comparison of the current and upcoming reporting regimes.

Published Date: 11 June 2021

Speaker

Scott Charaneka, Head of Superannuation & 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 was awarded Superannuation Lawyer of the Year 2022 by Best Lawyers. Scott has also been listed annually in Who's Who Legal: Pensions & Benefits since 2015 and rated in Chambers Asia-Pacific since 2018 in the Superannuation category. He was a finalist for the Lawyers Weekly Partner of the Year in Financial Services in 2017, 2018 and 2019. 


Holly Marchant, Lawyer, Thomson Geer

Holly is a lawyer in the Superannuation and Wealth Management team at Thomson Geer.

Holly has been involved in advisory and litigated claims work for the trustees of large APRA-regulated funds. The advisory work has focused on trustee obligations and breach reporting.

In her short time at Thomson Geer, Holly has also worked on several successor fund transfers. As part of this, she been involved in conducting equivalency reviews, drafting papers for boards and preparing core transfer documents, including transition plans and successor fund transfer deeds.


Facilitator

Mel Birks, General Manager, 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.


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