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.

10th October 2017 - Day 2

Participants registration and refreshments.

Chairman’s address to the gathering.

Impact of global ageing population in a time of social, political and economic volatility and change.

  • Insights into the adequacy of global pension funds and how they are meeting the needs of members entering and in retirement, in increasingly challenging times
  • Geo political and economic outlook and implications for savings and investment
  • Measures to deal with drain on health and aged care services as life expectancy increases
  • Changing world demographics and perceptions on what ageing means for people


  • John Daley, CEO, Grattan Institute

Risk profiling for super fund members moving into retirement

Refreshments and Networking opportunity for participants.

  • Why the ASFA/FSC Standard Risk Measure and other generally accepted risk measures is not appropriate for members in retirement
  • How to measure the real investment risk for retired members
  • How to develop a meaningful and practical investment risk measure including detailed examples of application of this measure


  • Kyle Ringrose, Director, Athena IOC
  • The main variable that retirees control is their spending
  • Retirement income strategies can meet the variety of Retirees’ different objectives by understanding spending in retirement on two levels
  • First is the amount the retirees want to spend to meet various needs and wants
  • Second, the strategy has to adjust to the rate at which spending is expected to draw down on capital
  • The presentation will highlight issues in the design of retirement income strategies involving both the level and rate of spending


  • Aaron Minney, Head of Retirement Income Research, Challenger
  • Incorporating insurance, healthcare and aged care costs as part of a long term planning strategy
  • How govt and industry can work together to meet challenges associated with member longevity and associated risks
  • Ways to reduce burden of escalating costs
  • Requirement for Superfunds and financial planners to provide comprehensive advice


  • Damien Mu, CEO, AIA
  • Andrew Keay, Director, Aged Care Directions
  • Benedict Davies, Manager, Industry and Public Policy, Unisuper
  • Ian Yates, CEO, COTA

Lunch and Networking opportunity for participants.


  • Raewyn Williams, Director, Research and After-Tax Solutions, Parametric Portfolio Associates
  • Focus on members needs and wants and perceptions on what retirement means to them
  • How neuro behaviour affects decision making and risk appetite
  • Utilising behavioural data to develop personalised and accurate member profiles to tailor optimal retirement income products and services
  • Dealing with diminished capacity in decision making


Refreshments and Networking opportunity for participants.

  • Importance of sound advice provision through the fund accumulation to decumulation lifecycle phases
  • Tailoring advice for different member segments
  • Updates on legal rights and protection against financial losses derived from unscrupulous advice
  • Latest directions in robo advice, biometrics and AI


  • Paul Moran, Financial Planner, Moran Howlett Financial Planning
  • How to build better member profiles and engage members through effective data capture and analysis
  • Offering real time information access through Multi touch points and apps
  • Increasing sense of control and ownership through self directed options
  • Offering a choice of products that members want
  • Benefits of calculators and retirement income projections on statements

Closing remarks from the Chair and vote of thanks by the Chairman

Attendee Information


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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


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