ON DEMAND: Financial Services & Fintech Series | Unpacking the Retirement Income Covenant


Event date: 12 March 2024

Time: 12:00 pm - 1:00 pm

Timezone: UTC +11 AEDT

CPD points: 1 Substantive Law Point



Credit unions

Financial services providers

The introduction of the retirement income covenant was a significant change in the superannuation regulatory landscape, with wide reaching consequences for trustees and members. The covenant places a number of obligations on trustees which require careful consideration and action whilst the trustees concurrently fulfil all of their other wide-ranging duties and obligations across many areas of law. It also provides an exciting opportunity for trustees to provide innovative and impactful service to their members and assist with improving members’ retirement outcomes.

Join Kathy Neilson (Partner) and Patrick Clarke (General Manager – Retirement Solutions, Generation Life) as they discuss the new regime, including the issues APRA and ASIC have identified as part of their surveillance of trustees. They will also cover the key considerations with implementation, the consequential impact of ASIC’s current enforcement priorities, and share insights into lifetime income products.

The presentation is open to all organisations, excluding other legal service providers.


Kathy Neilson



Piper Alderman

+61 2 9253 3841

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Patrick Clarke


General Manager, Retirement Solutions

Generation Life

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