October 9, 2017 - October 10, 2017 Bayview Eden, 6 Queens Road, Melbourne, VIC 3004 Australia

A landmark and timely event featuring critical updates and insights from leading experts and thought leaders to develop optimal financial outcomes for Australia’s expanding retiree sector.

9th October 2017 - Day 1

Participants registration and refreshments.

Chairman’s address to the gathering.

Implications for PRE, TTR and ost retirement sector

  • Super contributions cap
  • Tax directives
  • Aged pension and means testing
  • Retirement Product choice


  • Kevin Davis, Professor of Finance, Melbourne University, Research Director Australian Centre for Financial Studies, ACFS
  • Nick Sherry, Chairman APAC, FNZ
  • Ian Beckett, Principal Adviser, Retirement Income Policy Division, Fiscal Group, The Treasury

Super Fund Trustees have onerous responsibilities to their fund members. As Post Retirement increases in relative importance to Pre Retirement, changes are required in applying the governance needed to ensure the best outcomes for all members.

Sean will explore the Governance mindset and the improvements necessary to successfully make this transition. Areas covered will include:

  • Risk: Risk & opportunity taking and management
  • Investment: Investment governance – framework and processes to support optimising returns net of tax and costs
  • Regulatory/APRA
  • Integration of demographic analysis and scale testing
  • Organisational culture and Trustee Director behaviour


  • Sean McGing, Director, McGing Advisory and Actuarial

Refreshments and Networking opportunity for participants.

  • How are funds preparing for the retirement challenge?
  • How will the government proposed “MyRetirement” framework reshape the industry?
  • What will the proposed “CIPR” test actually require of retirement products and their providers?
  • What are the key risks faced by retirees –market/sequencing, longevity, inflation? How do funds assess which of these are most important for their members?
  • Can an investment approach sufficiently address the key risks of retirement, or is an insurance approach required?


  • Nick Callil, Head of Post retirement solutions, Willis Towers Watson


  • Don Hamson, MD, Plato Investment Management
  • Patricia Pacuzzo, CEO, Founder and Executive Director, Committee for Sustainable Retirement Incomes, CSRI
  • Ian Lorimer, Head of Product, Unisuper
  • What were they designed to do?
  • What will they look like?
  • What are their benefits and shortcomings for funds, advisers and retirees?
  • How do they compare to pension arrangements overseas?


  • Dr. David Knox, Senior Partner, Mercer

Lunch and Networking opportunity for participants.

A free tool which allows super funds to quantify their objective of delivering good retirement outcomes.

  • What is MDUF and what is its relevance?
  • Applications to accumulation and post-retirement solution design
  • Where is the “low hanging fruit” when it comes to meeting retirement outcomes?


  • David Bell, CEO, Mine Wealth and Wellbeing

Asset diversification and investment strategies to ride the ongoing volatile global political and financial market climate and build a robust income stream in retirement.


  • Matthew Hopkins, Senior Portfolio Manager, AMP Capital Income Generator & AMP Capital Multi Asset Fund
  • Graeme Mather, Head of Product and Distribution, Schroders
  • Veronica Klaus, GM, Investment Consulting, Lonsec

Refreshments and Networking opportunity for participants.

Using member/client data analysis and a goals based approach for optimal retirement product matching and investment outcomes.

  • Look at how combining data, analysis and products can product a better, and more tailored member experience
  • Solving the financial planning problem requires sophisticated analysis. Modern computing power makes what was previously a pipe dream realistic
  • Big data gives us the key to truly understanding our members and providing them with a relevant vision of their retirement future


  • Wade Matterson, Principal, Senior Consultant, Milliman
  • A look at innovative products and services covering both the design and delivery of products and services
  • What will be the impact of emerging technologies on post retirement products and services?
  • What can superannuation funds and wealth managers learn from innovation and disruption in other industries?


  • Stephen Huppert, Head of Innovation, Trustee Partners
  • Closing remarks from the Chair and vote of thanks by the Chairman
  • Drinks and networking reception

Attendee Information


Interested in speaking?


We are on the look out for insightful and unique speakers. Click here to send us your details - be sure to include your areas of interest.

Upcoming Events

  1. Investment Performance Training Courses

    April 16, 2018 - April 18, 2018
  2. Superannuation Funds Tax 2018 Forum

    May 15, 2018 @ 8:00 am - May 16, 2018 @ 5:00 pm
  3. Unit Pricing 2018 Forum

    May 21, 2018 @ 8:00 am - May 23, 2018 @ 5:00 pm
  4. Future Social Media Strategy 2018 Forum

    May 31, 2018 @ 8:00 am - June 1, 2018 @ 5:00 pm
  5. Data Governance 2018

    June 21, 2018 @ 8:00 am - June 22, 2018 @ 5:00 pm

About Us


IBR conferences specialises in the fields of Mining, Water, Energy, Finance, Marketing, Environment, Public Sectors and Sustainability. IBR Conferences Pty Ltd is a leading edge Australian company that provides corporate executives with tailored practical conferences keeping them up-to-date with latest business trends with in different industry sectors.



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Phone: (+61 2) 9896 0776
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