Post Retirement Australia 2018 conference
16October
October 16, 2018 - October 17, 2018 Grace Hotel Sydney, 77 York street, Sydney, NSW Australia

IBR Conference’s 5th annual Post Retirement conference will provide delegates with invaluable updates and insights from leading industry, government and academic experts into the various regulatory, economic, social and technological changes taking place, impacting the financial outcomes and wellbeing of Australia’s expanding
retiree sector today and into the future.

16th October 2018 - Day 1

Registration and networking.

Opening remarks from the chair

Chairman:

  • Stephen Huppert, Director, Huppert Consulting
  • Establishing a holistic rather than fragmentary approach to Super to benefit all segments of society in preparation for retirement
  • Impact of Royal Commission on Banking and Super industry governance, compliance practices and “working in the best interests of members/customers/clients”
  • Operating under shifting govt policies and strict regulatory demands – data privacy, My Retirement product roll out, insurance in Super, aged pension means testing, advice delivery, tax
    imputation and refunds, concessions and caps
  • Using technologies and data analytics to engage member/clients and tailor products to accurately meet needs and wants and risk profiles
  • Improving financial literacy across all member segments
  • Superfund disruptors impact on incumbent funds
  • Impact of ongoing global economic volatility and political instability on financial security in retirement.
  • Investment strategy and asset allocation review in face of emerging bear market; impact of changes in interest rates and inflation on savings and spending.
  • Trade wars and protectionism, housing affordability crisis, rise of the gig economy

Panellists:

  • Kevin Davis, Professor Finance, Melbourne Uni, Research Director Australian Centre for Financial Studies, ACFS
  • Stephen Huppert, Consultant
  • Dr Deborah Ralston, Chair, SMSF Association
  • Paul Bloxham, Chief Economist (Australia, New Zealand & Global Commodities) and Managing Director Global Research, HSBC Bank Australia
  • Proposal to build a solid framework incorporating all demographic segments in super to address future retiree needs
  • Recognition of need to protect interests of retirees ill-equipped to make sound financial decisions in a complex area of finance
  • Call for transparency measures on how members funds are being invested
  • Spotlight on employer responsibilities
  • Aged pensions asset and income means testing, tax, superconcessions caps, SG
  • CIPRS – where to from here?
  • Insurance in Super – codes of practice.

Registration and networking

  • What can we learn from UK pension system?
  • Handling default fund members – product mix and delivery of products
  • Views on UK Department for Work and Pensions (DWP) and proposal to fine employers who deliberately place defined benefit (DB) schemes at risk
  • Treasury discussion paper review
  • Overcoming challenges associated with cost, complexity and time consumption
  • Longevity, inflation and sequencing risk hurdles to jump in product development
  • How a one-stop-shop is not a solution when dealing with mass member needs
  • What is the solution? Alternatives?

Panellists:

  • Paul Watson, Group Executive, Retirement Solutions and Advice,Hostplus
  • Ben Hillier, Manager, Superannuation and Retirement Products,Sunsuper

Lunch and Networking opportunity for participants.

Speaker:

  • Ruth Stringer, Partner, King & Wood Mallesons
  • Providing access to the full range of products to meet those needs

Speaker:

  • Aaron Minney, Head of Retirement Income Research, Challenger

Refreshments and Networking opportunity for participants.

  • Aligning anticipated spending in retirement with income strategies and savings and investment goals
  • How effective are calculators in engaging members in determining how much can be spent annually and providing a “reality check.”
  • Behavioural and big data analytics to develop tailored long term strategies and products to counter longevity, sequencing and inflation risks
  • Overcoming widespread frugal spending behaviour patterns with goals based s
  • Dealing with the 80-100 year age bracket

Speaker:

  • David Orford, MD, Optimum Pensions

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. Future Social Media Strategy 2018 Forum

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

    June 12 @ 8:00 am - June 13 @ 5:00 pm
  3. Compliance Culture & Conduct Risk in Financial Services Forum 2018

    June 18 @ 8:00 am - June 19 @ 5:00 pm
  4. Fund Tech 2018

    July 25 @ 8:00 am - July 26 @ 5:00 pm
  5. Superannuation Funds Tax 2018 Forum

    August 20 @ 8:00 am - August 21 @ 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.

Careers

 

Join IBR Conference and be part of a world class team of ambitious, talented people.

People who are consistently pushing the bounda- ries of innovation in the world of conferences, seminars and knowledge management.

View Careers.

Contact Info

 

We would love to hear from you and interact with you. Feel free to get in touch with us.

Phone: (+61 2) 9896 0776
Email: register@ibrc.com.au
Address: PO BOX 411, Wentworthville,
NSW 2145