That Super Show – Détails, épisodes et analyse

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

That Super Show

That Super Show

Neil Benson & Sarah Penn

Actualités
Business & Entrepreneuriat
Business & Entrepreneuriat

Fréquence : 1 épisode/13j. Total Éps: 20

Captivate
That Super Show brings you the latest news, insights and industry interviews to help Australian superannuation professionals improve retirement outcomes for Australians. Hosted by Sarah Penn, CEO of Mayflower Consulting, and Neil Benson, CEO of Superware.
Site
RSS
Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

  • 🇬🇧 Grande Bretagne - businessNews

    12/03/2026
    #63

Spotify

    Aucun classement récent disponible

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

See all
Qualité du flux RSS
À améliorer

Score global : 63%

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Episodes published by month in

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

See all

Navigating Death Benefit Claims: Modernising Estate Management in Superannuation

Épisode 20

lundi 2 mars 2026 • Durée 34:07

#20. Sarah flies solo! And discusses death benefit claims and deceased estates with Ben Darlow and Sarah Poole from EstateXchange. We cover:

  1. The death benefit challenge: Processing death benefit claims is often complex, manual, and paper-heavy, despite the growing need for efficiency as $5.4 trillion in wealth transfers between generations.
  2. Executors’ reality: Families face interacting with up to 37 organisations after a death, making estate administration overwhelming and inefficient.
  3. Why processes haven’t modernised: Death claims processes have seen historic underinvestment, lack of regulation, and minimal focus compared to other fund interactions.
  4. Reframing the process: Super funds should consider their role as just one of many organisations grieving families deal with, adjusting expectations around paperwork and timelines accordingly.
  5. Triage and risk: Funds can streamline basic claims by adopting triage methods, applying more rigour only where needed, and embracing technology to reduce repetitive low-value tasks.
  6. Reporting pitfalls: Many organisations’ reporting paints an overly optimistic picture; meaningful reporting requires standardised data and clear lead/lag indicators, plus a culture that welcomes surfacing issues.
  7. Fraud as an emerging risk: As more processes move online, the risk of fraud in deceased estates is rising, with up to 9% of consumers encountering actual fraud and 17% experiencing near misses.
  8. Looking forward: The future may include digital vaults, seamless handover to executors, faster probate, and platforms that free up locked assets, helping families and the economy.

Want to get in touch or learn more about EstateXchange?

Sarah Poole - https://www.linkedin.com/in/sarah-poole1/

Ben Darlow - https://www.linkedin.com/in/ben-darlow-1162862b4/

That Super Show is brought to you by Mayflower Consulting — helping fund managers, platforms and super funds build faster, smarter product teams. Find out more at mayflower.com.au. And if you're not already a subscriber, join 450+ finserv product professionals reading #SSFPP every week here.

Brand Recognition, Churn, and Retirement: What’s Really Moving the Superannuation Needle

Épisode 19

lundi 16 février 2026 • Durée 30:11

#19. Co-hosts Neil Benson and Sarah Penn unpack the latest trends and news impacting the superannuation industry.

We cover:

  1. Super brand recognition: Surprising results from a Conjointly brand tracker highlight low public awareness of major super brands, including only 57% recognition for AussieSuper and 49% for Hostplus, challenging industry assumptions.
  2. The complexity and cost of rebranding: Rebrands are frequent but often more about internal politics than member benefit, and establishing a new name remains a major challenge.
  3. The effectiveness of marketing: Despite significant marketing spend, switching rates and member engagement appear largely unchanged, raising questions about return on investment.
  4. Member churn and fund flows: Recent reports show industry fund outflows to adviser-led platforms are modest compared to overall inflows, with most money still coming in via default arrangements rather than active switching.
  5. Retention dilemmas: As members with larger balances approach retirement, funds struggle to retain them, particularly when financial advisers commonly recommend rolling over to retail platforms.
  6. Regulatory challenges and innovation barriers: Uncertainty around advice laws is inhibiting proactive member communications and innovation, especially in retirement products.
  7. Fraud and scam protection: ASIC urges funds to strengthen member communications to prevent fraud, but losses remain minor (at $22 million), and tougher controls could erode member experience.
  8. Confidence and legislative change: Frequent government tinkering causes member concern, yet most changes aim to improve fairness, and fears of losing all super are unfounded.
  9. New superannuation legislation: Discussion around the Building a Stronger and Fairer Super System bill, with support for balancing changes to both high and low-balance accounts.
  10. Industry news: Notable updates include Commonwealth Super’s major tech upgrade, HESTA CEO Debbie Blakey’s retirement, and the release of a new AFCA complaints guide.
  11. Personal achievement: Neil celebrates passing the RG 146 superannuation qualification after a challenging process.

RESOURCES

  1. Super brand tracker confirms golden status of AustralianSuper | Financial Standard - Brand Tracker by Conjointly based on 1344 individuals. 57% recognised AustralianSuper, 49% Hostplus, 48% AMP, 47% Rest, 45% CBUS. Survey also ranked consideration, performance perception, and customer support.
  2. Superannuation customer churn hits First Super, NGS Super and Hostplus hardest. 6% churn on average, based on APRA data analysed by Elula. Lots of funds claiming the switches were inactive, low balance accounts being swept up by ATO. APRA has noticed that member accounts and flows into accounts outside the top 10 had declined.
  3. Industry super funds are losing business to retail wealth platforms such as HUB24 and Netwealth at an accelerating pace. Members seeking more holistic retirement advice. One analyst reckoned that a 10% uplift in advisor capacity could see $100B in flows to retail platforms to which my financial advisor responded, "I've got more chance of captaining the Australian Cricket Team & marrying Heidi Klum in the same year than a 10% increase in advisers resulting in $100bn of flows."
  4. Commonwealth Super Corp to consolidate legacy IT systems | Financial Standard. CSC to consolidate a number of systems. It manages several schemes and it sounds like they are bringing them all together. Mercer is the admin partner and Novigi is the data partner. Limited service period. Imagine they watched HESTA's experience closely.
  5. Super trustees told to up fraud protection game | Financial Standard ASIC compared super sector's fraud prevention to banks and found significant gaps, mostly in documentation and member communications. $22m in super-related scams in 2025.
  6. AFCA's new superannuation complaints guide (for funds and members)
  7. Treasury Laws Amendment (Building a Stronger and Fairer Super System) Bill 2026 – Parliament of Australia - second reading today. Boost to LISTO and changes to tax concessions on balances over $3m and 10.

That Super Show


Sarah Penn, CEO of Mayflower Consulting


Neil Benson, Founder of Novagentic


Superannuation Under the Microscope: Fees, Taxes, The Gender Gap, and Annuities

Épisode 10

mardi 28 octobre 2025 • Durée 35:37

#10. Co-hosts Sarah Penn and Neil Benson discuss the latest news and issues affecting the Australian superannuation sector. We cover:

  • Big fines in the industry: ASIC and CBUS settle member claims delays with a $23.5 million fine, highlighting the financial pain for profit-to-member funds and contrasting it with corporately-owned funds like Macquarie.
  • Super tax complexity: The introduction of new rates brings the tally to 20 different tax rates within superannuation, sparking debate about fairness and system complexity.
  • Gender disparity in super balances: Data shows continuing gaps between men’s and women’s average and median super balances, with recent policy changes like paid super on government maternity leave seen as marginal improvements.
  • Divorce and superannuation: Settlements rarely reflect the true value difference between super balances and physical assets, impacting long-term retirement outcomes, especially for women.
  • Fee trends: Despite falling headline fees for six consecutive years, the total super sector fees have climbed in dollar terms, raising concerns about the real impact of the race to the bottom and its effect on administration quality.
  • Member communication and personalisation: Most super fund communication is still generic and lacks true personalisation, missing opportunities to increase engagement and education.
  • Retirement income covenant and annuities: Growing attention on how funds can help members better manage income in retirement, including new product ideas like digital forms presenting personalized drawdown rates; discussion on whether mandated annuities could be a future government intervention.
  • Feedback - we love it: let us know what you think and we'll give you a shout out on the show.

That Super Show


Sarah Penn, CEO of Mayflower Consulting


Neil Benson, Founder of Novagentic


Sanity Prevails: Breaking Down the Latest Superannuation Tax Changes and Payday Super

Épisode 9

lundi 20 octobre 2025 • Durée 21:51

#9. Neil and Sarah sit down to discuss the latest developments in Australian superannuation policy.

After two years of debate and lobbying, the government has announced changes to the proposed Div296 tax on high-balance super accounts, opting to tax only realised capital gains rather than unrealised gains. They also explore the introduction of a new 40% tax rate on income from super balances over $10 million, and consider the broader impact of these reforms on both high-net-worth individuals and everyday members. The conversation covers updates to the low-income super tax offset (LISTO) and the rollout of Payday Super, which will require employers to pay super contributions within seven days of payday.

Neil and Sarah reflect on the legislative process, practical challenges for employers and funds, and how these changes might affect the retirement landscape moving forward.

That Super Show


Sarah Penn, CEO of Mayflower Consulting


Neil Benson, Founder of Novagentic


Joe Longo’s Exits ASIC Exit, SMSF Risks, DIV296 Delays and Aged Pension Asset Test Debate

Épisode 8

lundi 6 octobre 2025 • Durée 27:23

#8. Co-hosts Neil Benson and Sarah Penn discuss the latest news and events affecting Australia's superannuation sector, including:

  1. Joe Longo is stepping down as chair of ASIC
  2. Macquarie Investment Management offers compensation to SMSF trustees who invested in Shield through its wrap platform
  3. The role of superannuation trustees in determining which investments are available to members and whether SMSF trustees should require a qualification
  4. The role of the Compensation Scheme of Last Resort in compensating clients of failed advisors
  5. Delays to Div296 legislation and the principal of taxing unrealised capital gains
  6. IFM Investments to close their private equity unit despite its track record of successful investments in growing mid-market Australian businesses
  7. Chant West, in collaboration with Bec Wilson, announces six funds have received their inaugural Epic Retirement Tick
  8. Will superannuation achieve its goal of relieving the burden on taxpayers to support Aged Pensions?

RESOURCES


CONTACT THE HOSTS

Neil Benson on LinkedIn: https://www.linkedin.com/in/neilbenson/

Sarah Penn on LinkedIn: https://www.linkedin.com/in/sarahpennau/

Navigating NPP and Payday Super: what super funds need to know

Épisode 7

lundi 22 septembre 2025 • Durée 33:25

#7. Co-hosts Sarah Penn and Neil chat with Marnie Ryan, head of product innovation and enablement at AP+ (formerly NPP Australia). We cover:

  • NPP and Superannuation: From 1 July 2026, funds must accept real-time payments via the New Payments Platform (NPP)—mandatory, and separate from Payday Super legislation.
  • Modernising Payments: Transition away from BECS is set for 2030. Super funds need to get ready to shift from batched, delayed payments to instant, always-on transactions.
  • Reconciliation Revolution: NPP upgrades solve historic problems with payment reference numbers, making reconciliation faster and easier—especially important for super contributions.
  • Pilot Programs in Action: Leading funds and clearinghouses are already piloting real-time payments, so the future is now.
  • Fraud and Security: New features like confirmation of payee and PayID add extra layers of trust and validation for fund rollovers and member withdrawals.
  • Getting Ready: Execs should engage tech, ops, and employer services teams now. Start talking to your bank and payment partners to understand your platform readiness.
  • Member Experience: Real-time payments create new member expectations. Faster clearing and instant notifications can improve trust and encourage members to check contributions more often.
  • Innovation Pipeline: Expect more streamlined experiences with products like PayTo, reducing manual entry and making top-ups or pension drawdowns seamless—24/7, even at year-end crunch time.

Key takeaway: Don’t wait for legislation—engage with your banking and payment providers now to be NPP-ready before the 2026 deadline.

Marnie Ryan on LinkedIn: https://www.linkedin.com/in/marnie-ryan-33b5a741

Australian Payments Plus: https://www.auspayplus.com.au/

That Super Show


Sarah Penn, CEO of Mayflower Consulting


Neil Benson, Founder of Novagentic


Bold moves for super: reforms, regulation and the housing investment debate

Épisode 6

lundi 8 septembre 2025 • Durée 30:41

#6. Co-hosts Sarah Penn and Neil Benson break down the latest news and debates in the superannuation sector. We cover:

  • Legislative inaction: Despite big talk from government and industry summits, there’s little movement yet on significant superannuation or tax reforms.
  • Super funds vs. ATO: HESTA and ART are taking legal action against the ATO over imputation credits, fighting for millions owed to members and highlighting rare but bold fund challenges to regulators.
  • Performance test wrap-up: All 54 MySuper products passed this year, signaling improved standards, but some products—especially trustee-directed ones—remain borderline or repeatedly fail.
  • Product closures and member impact: Funds are reviewing and closing underperforming or underutilized investment options, which can be challenging for members accustomed to “set and forget” strategies.
  • Housing investment hurdles: Discussion on the role of super funds in addressing the housing crisis; fund appetite tempered by regulatory barriers and the lack of collaborative investment pathways with government and global partners.
  • Retirement income guidance: Treasury’s draft guidance pushes funds to segment retired cohorts, but Sarah questions the practicality when funds lack access to broader financial data like Centrelink or home ownership.
  • Annuities debate: Despite financial wellness benefits, annuities have an image problem and low demand, with Sarah arguing sales challenges outweigh consumer appetite, while Neil remains optimistic for innovation.
  • Data-driven advice barriers: Funds can’t access enough external data to offer holistic advice; calls for leveraging consumer data rights and streamlining processes to improve member outcomes and reduce advice costs.
  • Rethinking member engagement: The importance of designing processes that help customers provide funds with the right information, enabling more effective support and digital solutions.
  • Upcoming events: Recommendations for FSC’s retirement conference, member engagement forums, and the ASFA conference on the Gold Coast.

This episode unpacks systemic friction points in super—from regulatory reform and investor confidence to practical hurdles in retirement solutions and member support.

That Super Show


Sarah Penn, CEO of Mayflower Consulting


Neil Benson, Founder of Novagentic


Inside complaints data: Insights from Heather Gray, Lead Ombudsman Superannuation at AFCA

Épisode 5

lundi 25 août 2025 • Durée 41:44

#5. Co-hosts Sarah Penn and Neil Benson chat with Heather Gray, Lead Obudsman, Superannuation at Australian Financial Complaints Authority. We cover:

  • Complaints as Feedback: Complaints are valuable for identifying service improvement areas, even though funds aim to minimize them.
  • Drop in Insurance Delay Complaints: There has been a notable reduction (39%) in complaints about delays in insurance claims within super funds, indicating successful improvements.
  • Importance of Communication: Clear and timely communication—especially during incidents like cyber attacks—is critical in maintaining trust and managing complaints.
  • Systemic Issues vs. Human Error: Sarah is surprised to learn that maybe a high proportion of human error-caused complaints is actually right!
  • Data Usage: Complaint data is transparent and shared with trustees, allowing for benchmarking and industry-wide improvement.
  • Rising Member Expectations: Members now expect higher service standards from funds, paralleling experiences in other industries.
  • Clarity in Correspondence: Superannuation communications need to be clear, tailored, and actionable to prevent confusion and reduce complaints.

That Super Show


Sarah Penn, CEO of Mayflower Consulting


Neil Benson, Founder of Novagentic


From DDO to FAR: What’s shaping superannuation’s future right now

Épisode 4

lundi 11 août 2025 • Durée 22:37

#4. Sarah Penn and Neil Benson discuss the latest news and views affecting Australian superannuation professionals.

  • AFCA Complaints Down: Overall complaints about financial services are down 4%, with superannuation-specific complaints dropping a huge 16%. Notably, complaints about claims handling fell by 39%, signalling real operational improvements across the industry.
  • DDO & “Reasonable Steps” Under the Microscope: Design and Distribution Obligations (DDO) have moved the focus from “buyer beware” to responsible design and distribution. Expect ASIC to sharpen its scrutiny—not just on disclosures (like TMDs), but on product distributors and the steps funds take to ensure their products reach the right consumers.
  • The FAR Era Begins: The Financial Accountability Regime (FAR) is now live, bringing tough new documentation and accountability standards for executives. The need for clear, demonstrable “reasonable steps” is real—so now’s the time for internal checks and keeping your house in order.

We also touched on the value of finishing what you start (hello, RG146 training!) and managing those ever-spinning plates. And if you’re in the document weeds, don’t miss the PDS Manager Roundtable coming up in August.

That Super Show


Sarah Penn, CEO of Mayflower Consulting


Neil Benson, Founder of Novagentic


Well-intentioned mishaps: when tech goes wrong

Épisode 3

lundi 28 juillet 2025 • Durée 29:58

#3. Sarah Penn (CEO of Mayflower Consulting) and Neil Benson (CEO of Superware) discuss the latest news and views affecting Australian superannuation professionals.

  • Do we really care about 1 year fund returns or is it just marketing?
  • Binding death benefit nominations - don't write 100.00%
  • Sarah was at risk conference so wants to talk it.
  • When good intentions end badly and what we can learn when it all goes sideways

Big ideas:


That Super Show


Sarah Penn, CEO of Mayflower Consulting


Neil Benson, Founder of Novagentic


Recommendations:


Podcasts Similaires Basées sur le Contenu

Découvrez des podcasts liées à That Super Show. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
Think Fast Talk Smart: Communication Techniques
Coaching for Leaders
Career Contessa
New Here
You've Got This | Tips & Strategies for Meaningful Productivity and Alignment in Work and Life
Women in Data Podcast
Small Business | Big Insights
Real Estate Team OS
The Edge of Work
The Predictable Revenue Podcast
© My Podcast Data
About usPrivacy Policy