In collaboration with the FSC, the Australian Custodial Services Association (ACSA) has developed a common market data standard for automating the exchange of Australian managed fund tax data. Use of the standard will benefit both publishers and recipients of tax data (and ultimately end investors) by improving operational efficiency and reduced risks. The objective is an operating environment where fund tax data elements are digitally exchanged and can be interpreted without ambiguity driving greater integrity, timeliness and consistency of tax data for distributions, withholding taxes, annual tax statements and regulatory reporting obligations. At this briefing, a panel of industry experts from FSC and ACSA will discuss: The need and design of a Fund Tax Data Standard How the Fund Tax Data Standard benefits usersUse cases and examples of successful implementation The future potential of the Fund Tax Data StandardThe intended users of the Fund Tax Data Standard are organisations that exchange tax data, including: Investment administrators, including those performing net asset value calculation and/or unit pricing, fund accounting and/or tax services for managed investment schemes and complying superannuation funds. Fund issuers, including Responsible Entities / trustees of wholesale collective investments, investment/asset managers. Custodians offering services to local and foreign investors, Investor Directed Platform Service (IDPS) and Managed Account operators. Registry providers. Technology providers interested in streamlining process automation.*Please note all registrations are taken directly through ACSA and by clicking the registration button you will be redirected to their website.REGISTERACSA THOUGHT LEADERSHIP SERIES:EFFICIENT DATA - ACSA + FSC FUND TAX DATA STANDARDBROUGHT TO YOU BYEVENT DETAILSDATE: Thursday 1 June 2023 TIME: 12:00pm - 1:00pm VENUE: Online - Webinar COST: FreeREGISTRATIONREGISTERTo register for this event, click the REGISTER and follow the prompts.*Please note all registrations are taken directly through ACSA and by clicking the registration button you will be redirected to their website. For all enquiries please contact Izekiel, Event & Member Services Manager:E: This email address is being protected from spambots. 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The Government is expected to respond to the Quality of Advice Review in the next few weeks. There are 1.3 million Australians expected to retire in the next decade and the financial services sector is exploring new and innovative advice solutions that will help consumers access affordable financial advice. Hear from senior industry leaders on the importance of the Government being ambitious in its plan for financial advice, the opportunities this presents the industry, and how consumers will be better served by a deregulated advice market. Moderated by Aleks Vickovich, Wealth Editor of the Australian Financial Review, the panel will consist of: Kelly Power, Chief Executive Officer Superannuation, Colonial First State Andrew Alcock, Managing Director, HUB24 Brett Jollie, Managing Director, abrdn AustraliaThe FSC invites you to join us for this exclusive, member-only event, followed by complimentary networking drinks in Sydney. This is a free, in-person event so register now to secure your spot! Online is also available for interstate members.This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak472921f38ee19e4feac2888dae20c35a').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy472921f38ee19e4feac2888dae20c35a = 'events' + '@'; addy472921f38ee19e4feac2888dae20c35a = addy472921f38ee19e4feac2888dae20c35a + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text472921f38ee19e4feac2888dae20c35a = 'REGISTER';document.getElementById('cloak472921f38ee19e4feac2888dae20c35a').innerHTML += ''+addy_text472921f38ee19e4feac2888dae20c35a+''; *Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedABOUT YOUR SPEAKERSKelly PowerChief Executive Officer Superannuation, Colonial First StateKelly Power was appointed CEO Colonial First State Superannuation in July 2021. This role is accountable for oversight of the superannuation business, including as a member of the Trustee Board. In this role Kelly is also responsible for investments, product and strategy. Kelly joined CFS as General Manager Product in 2018, adding marketing and strategy and responsibility for the Wrap business in October 2020. Prior to joining Colonial First State, Kelly was the Head of Platforms at BT Financial Group. Kelly held a number of other executive management roles at BT. Kelly holds a Bachelor in Communications from UTS, a Diploma of Management from the Australian Institute of Management, a Diploma of Financial Services from Integratec and has also completed the Company Directors course at the Australian Institute of Company Directors. Kelly is a representative on the Financial Services Council’s Superannuation Board Committee and is a Director of the Association of Superannuation Funds of Australia.Andrew AlcockManaging Director, HUB24Andrew has over 20 years' experience across wealth management encompassing advice, platforms, industry superannuation, insurance and information technology. Andrew was formerly Chief Operating Officer of Genesys Wealth Advisers and Head of the Genesys Equity Program, where he was a director of over 20 financial planning practices across Australia. His previous executive roles include General Manager for Asteron's wealth management business, where he was responsible for a broad range of superannuation and investment solutions for investors, employers, licensees and advisers. Andrew's extensive financial services experience solidly underpins his roles as managing director of HUB24 Limited. Brett JollieManaging Director, abrdn AustraliaBrett Jollie is the Managing Director of abrdn Australia. In this role Brett is responsible for the development, execution and oversight of strategy, encompassing Investment, Distribution, Operations, Risk and People/Culture for the Australian business. Brett has over 25 years’ experience in the financial services industry. He joined abrdn in 2000 and has held roles in operations, product management, sales and marketing in Australia and the UK. Before joining abrdn, Brett worked for EquitiLink Australia, Chase Manhattan Bank and Permanent Trustee. Brett is a member of the Financial Services Council (FSC) Funds Management Board Committee and the NSW Council of the Australian British Chamber of Commerce. Previous roles include Director of the Financial Services Council (2013 to 2020), Co-Chair of the FSC Investment Board Committee (2013-2020), and member of the FSC Standards Oversight & Disciplinary Committee (2015 – 2019). Brett holds a Bachelor of Economics degree from Macquarie University, a Graduate Diploma in Applied Finance and Investment and a Graduate Diploma in Financial Planning, both from the Financial Services Institute of Australia (FINSIA). He is a Fellow of the Financial Services Institute of Australia and a graduate member of the Australian Institute of Company Directors.MODERATORAleks VickovichWealth Editor, The Australian Financial ReviewAleks Vickovich is an award-winning journalist, author and commentator. He serves as Wealth Editor at The Australian Financial Review, covering financial advice, superannuation, banking and regulation. He was previously a Managing Editor of IFA Magazine and InvestorDaily, a communications adviser to the fintech industry and intern to a US Congressman. His first book, USA G'DAY, was published in 2017 and is available on Amazon.EVENT DETAILSDATE: Thursday 8 June 2023 TIME: 4:00pm - 6:00pm VENUE: Ashurst SydneyVENUE: Level 11, 5 Martin Place, VENUE: Sydney NSW 2000VENUE: Online Streaming available for interstateVENUE: members COST: Free and Member OnlyREGISTRATIONThis email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak5b25480b8bfc09301da241e737f17fc1').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy5b25480b8bfc09301da241e737f17fc1 = 'events' + '@'; addy5b25480b8bfc09301da241e737f17fc1 = addy5b25480b8bfc09301da241e737f17fc1 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text5b25480b8bfc09301da241e737f17fc1 = 'REGISTER';document.getElementById('cloak5b25480b8bfc09301da241e737f17fc1').innerHTML += ''+addy_text5b25480b8bfc09301da241e737f17fc1+''; To register for this event, please respond to this email stating whether you would like to attend in-person or stream online along with any dietary requirements you may have. For all enquiries please contact Izekiel, Event & Member Services Manager:E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakaad3e735928c5e49bb0a473c4dc9522d').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addyaad3e735928c5e49bb0a473c4dc9522d = 'ipicatoste' + '@'; addyaad3e735928c5e49bb0a473c4dc9522d = addyaad3e735928c5e49bb0a473c4dc9522d + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_textaad3e735928c5e49bb0a473c4dc9522d = 'ipicatoste' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloakaad3e735928c5e49bb0a473c4dc9522d').innerHTML += ''+addy_textaad3e735928c5e49bb0a473c4dc9522d+''; Ph: 02 8235 2518*Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedVENUE AND CATERING PARTNER ._ERbj1g7D { position: relative; } ._VWvqNvR9 { vertical-align: middle; } ._7XqAY8_A > span:last-child { line-height: inherit; } ._7XqAY8_A[class*="dropcap--"] > span:first-child { display: block; margin-right: 10px; float: left; font-size: 2em; background: #919da9; 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With recognition that women continue to be underrepresented in asset management roles, there is a continued focus by the fund management industry and dedicated initiatives such as Future IM/Pact and F3 – Future Females in Finance to increase awareness of and promote funds management, as well as financial services, as a career path.So what are the changes or areas of focus that fund management businesses can implement to shift the dial and support greater gender balance in asset management?And what helps females on their path to, or within their funds management career, from an employee perspective?These are some of the themes that will be explored in our webinar session on Accelerating the Growth of Women in Investment Management which will be lead and moderated by Sam Hallinan, CEO Australia, Schroders. Sam will be joined by Camilla Love, F3 - Future Females in Finance and Yolanda Beattie founder of Future IM/Pact who will share the insights they have gained on what will help drive change to support future females in the industry.We are also pleased to have Jaya Ong, Investment Analyst from Cambooya on the panel who will share her experience of participating in the F3 program and insights of her career in funds management.The webinar is open to members and non-members and will be of interest to those interested in increasing gender diversity in their organisation, as well as for females interested in a future funds management career.REGISTER*Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedYOUR SPEAKERSCamilla LoveFounder, F3 - Future Females in FinanceIt all started when a group of senior women in the financial industry in Australia decided that change needed to occur... The F3 Project is supported by a number of senior females in financial services who want to pass on the passion and enthusiasm they have for finance to the next generation of female talent and to ensure generational change for the betterment of the industry. F3 was the brainchild of Camilla Love. Camilla is a senior executive and business builder in the funds management industry with over 15 years of experience. Camilla sits on a number of financial industry and education boards and committees. F3 has been built in dedication to Peter Love. A man who supported dreams and strong women. A man sorely missed. Yolanda BeattieFounder, Future IM/PactYolanda Beattie is the founder of Future IM/Pact – an industry initiative which is building a pipeline of future female investment professionals. She is also the director of Yo&Co, which she established in 2019 after spending three years leading Mercer’s diversity and inclusion consulting practice and before that three years leading the Workplace Gender Equality Agency’s public affairs team. Her 20-year career has focused on influencing change by expertly facilitating conversations that capture hearts and minds – at a national, industry, organisational and individual level. She brings to clients an infectious energy, passion for breaking the mould and insatiable desire to get to the heart of issues in pursuit of solutions that work. Yolanda holds a Bachelors degree in Commerce, a Masters degree (with merit) in public policy and is a certified executive coach (IECL).Jaya OngInvestment Analyst, CambooyaJaya Ong is an investment analyst at Cambooya, which is a prominent family office and a final-year Commerce Co-Op scholar at UNSW Sydney. This year, Jaya was included in the 2022 Top100 Future Leaders as a finalist for the Chartered Accountants ANZ award. Alongside her studies, Jaya has gained significant experience working in diverse roles across firms including Optus, J.P. Morgan, Arnott’s, and KordaMentha. Jaya has bolstered her professional experience with extracurricular activities, recently completing a Future Females in Finance (F3) project in partnership with Perpetual, with her team’s work going on to directly influence a future market offering. She is also passionate about strengthening women’s representation in finance and promoting diversity in the industry, as well as giving back to the community through her engagement in various volunteering roles.Sam HallinanChief Executive Officer Australia & NZ, SchrodersSam is a passionate leader of asset management businesses and functions, and a senior industry leader in Financial Services in Australia.Sam is the CEO of Schroders Australia which has approximately $34b in assets under management invested for institutional and retail clients in domestic and global listed and private assets. Schroders manages over A$1,500b in assets globally. His 25 year career has seen me lead businesses and functions covering wealth, superannuation, advice and asset management. He is a strong leader of teams, a builder of performance driven cultures and thrive in complex business environments, particularly with an emphasis on people leadership, cultural change, business transformation and growth. Sam has a passion for promoting our industry both inside and outside of Australia. he enjoys being an advocate for the exporting of Australia's financial services industry, including active participation in regional Government/business delegations, Government advisory groups and the Financial Services Council's Funds Management Board Committee. Outside of financial services, Sam is proud to Chair the St Joseph's College Foundation Board and Chair the Investment Committee of International Centre for Missing & Exploited Children Australia.EVENT DETAILSDATE: Tuesday 22 November 2022TIME: 08:30am - 09:30amVENUE: Webinar via Cisco WebExCOST: Free and open to allREGISTRATIONREGISTERAs this is a member only event, you are required to register using your work email in order for us to validate your membership. For all enquiries please contact Izekiel, Event & Member Services Manager:E: This email address is being protected from spambots. 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Keeping pace with the wave of ESG regulatory developments and expectations is a challenge and opportunity for the financial services sector. From the International Sustainability Standards Board’s new IFRS Sustainability Disclosure Standards, on General Requirements for Disclosure of Sustainability-related Financial Information and Climate-related Disclosures, to an increased focus on greenwashing from ASIC and the ACCC, to continuing developments in global and domestic sustainability taxonomies. With these developments come increasing risks that fund managers are not meeting the expectations of stakeholders and regulators. It is important that fund managers have good governance processes in place to manage increasing ESG regulatory risk. Join Tania Sibree and Alexandra Banks from the team at EY as they discuss ESG governance risks and how fund managers can address them.REGISTER*Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedYOUR SPEAKERSAlexandra Banks EY Oceania Partner, Climate Change and Sustainability ServicesAlexandra is a Partner in the Climate Change and Sustainability Services team in Sydney, Australia. She focuses on sustainability and ESG strategy and transformation, particularly in relation to sustainable supply chains and responsible sourcing. Alex has worked at the interface of business and sustainability throughout her career, and is driven to support business to meet the challenge and opportunity of sustainable transformation. Alexandra has a particular passion for understanding and managing social and environmental impacts in complex value chains, particularly for forest impact commodities. A qualified lawyer, Alexandra worked for an international environmental non-profit and the Australian Government prior to joining EY. Alexandra has lived and worked in northern Europe and across Southeast Asia and Oceania, spending much time in forests and communities at the frontline of sustainability.Tania Sibree EY Oceania Financial Services, Law, Partner Specialist financial services lawyer, with a keen interest in wealth and asset management, financial services reforms and regulations.Tania has over 21 years’ experience as a financial services lawyer, having worked previously at large global financial institutions in Australia, Hong Kong and London. She has particular experience in advising clients in fund structures, establishment of new funds and advising on global investments. Tania has experience working with superannuation funds as well as trustees and service providers. She has deep industry knowledge of the regulatory environment for ADI’s as well as custodians (both in Australia and globally). She is also a member of the Responsible Investment Association Australasia and a committee member for the Australian Custodial Services Association.EVENT DETAILSMEMBER ONLY EVENTDATE: Friday 11 November 2022TIME: 10:00am - 11:00amVENUE: Webinar via Cisco WebExCOST: Free and Member OnlyREGISTRATIONREGISTERAs this is a member only event, you are required to register using your work email in order for us to validate your membership. For all enquiries please contact Izekiel, Event & Member Services Manager:E: This email address is being protected from spambots. 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The first Federal Budget under the new Government is scheduled to be released on Tuesday 25 October 2022. The FSC invites you to a free member-only post-Budget briefing on Wednesday 26 October from the Hon Stephen Jones MP, Minister for Financial Services and Assistant Treasurer. The Minister will exclusively join FSC members for this online event to allow the industry to hear first-hand from the Government on its financial services priorities REGISTER*Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedYOUR SPEAKERThe Hon Stephen Jones MP Minister for Financial Services and Assistant Treasurer The Hon Stephen Jones MP was sworn in to the role of Assistant Treasurer and Minister for Financial Services on 1st June 2022. Stephen Jones is the Federal Member for Whitlam and Assistant Treasurer and Minister for Financial Services. Stephen was first elected to the Federal Parliament in 2010 representing the Southern Illawarra seat of Throsby. He was re-elected at the 2013 election and elected to the re-named seat of Whitlam in the 2016 election. Stephen holds a Bachelor of Arts degree from the University of Wollongong and a Bachelor of Laws degree from Macquarie University. Prior to entering the Federal Parliament he worked as a community worker for various front line disability services, youth and health services and as a lawyer with the Australian Council of Trade Unions (ACTU) and as the Secretary of the Community and Public Sector Union (CPSU).EVENT DETAILSMEMBER ONLY EVENTDATE: Wednesday 26 October 2022TIME: 08:30am - 09:30amVENUE: Webinar via Cisco WebExCOST: Free and Member OnlyREGISTRATIONREGISTERAs this is a member only event, you are required to register using your work email in order for us to validate your membership. For all enquiries please contact Izekiel, Event & Member Services Manager:E: This email address is being protected from spambots. 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Hear from Michelle Levy, the independent reviewer leading the Government’s Quality of Advice Review, on her recently released proposals paper.FSC CEO, Blake Briggs, will discuss with Michelle the Review’s twelve proposals and their implications for industry and financial advice consumers. This is a free and exclusive member only online event. Register now to secure your placeREGISTER*Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedYOUR SPEAKERMichelle Levy Partner, Allens Michelle specialises in superannuation, life insurance, distribution and financial services law. Michelle's clients include the wealth management areas of each of the major banks, life insurance companies and industry and corporate funds. Michelle's recent work includes working with her clients on their Future of Financial Advice and Stronger Super projects, developing new financial products and distribution arrangements, helping to remedy breaches and selling wealth management businesses. Michelle advises on trust law, financial services regulation, prudential standards, as well as providing tax advice for superannuation funds and life companies. She also regularly advises on directors' duties in the financial services industry, AFS licensing and disclosure obligations and other Chapter 7 work. Michelle has experience in fund mergers and other product rationalisations, as well as unit pricing errors. She has also acted on a number of Part 9 transfers and indemnity claims. Before joining Allens, Michelle was a partner at King & Wood Mallesons. Michelle is a regular contributor to various journals and publications including Financial Services Newsletter and the Superannuation Law Bulletin. She co-authored the LexisNexis FoFA Handbook. Michelle is a member of the Law Council of Australia's Superannuation Committee. Michelle has been recognised as a leading investment funds lawyer by Chambers Asia-Pacific 2015-2018.EVENT DETAILSMEMBER ONLY EVENTDATE: Wednesday 7 September 2022TIME: 09:00am - 10:00amVENUE: Webinar via Cisco WebExCOST: Free and Member OnlyREGISTRATIONREGISTERAs this is a member only event, you are required to register using your work email in order for us to validate your membership. For all enquiries please contact Izekiel, Event & Member Services Manager:E: This email address is being protected from spambots. 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