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.

17th October 2018 - Day 2

Registration and networking.

Opening remarks from the chair

Chairman:

  • Stephen Huppert, Director, Huppert Consulting
  • Developments in robo advice and AI and platforms
  • Mobile innovations , smart apps and online tools
  • Collaboration with fintech start-ups
  • Importance of building Agile systems to support tech upgrades and fast changing market conditions
  • APIs and emergence of open banking
  • “Open data” and role in better member/client engagement, sense of control, trust and improved retirement product innovation
  • Meeting the ongoing challenges of data privacy constraints and cybersecurity risks

Speaker:

  • Stephen Huppert, Consultant

Registration and networking

  • Grow super – challenging the traditional super model – offering
    just one account from cradle to grave and incorporating insurance into the mix – talking a whole life cycle approach to give members a sense of control and ownership and to discourage default
    membership

Speaker:

  • Josh Wilson, CEO, Grow Super

Lunch and Networking opportunity for participants.

  • Contrary to popular belief, tax efficient investing actually leads to
    larger super fund balances than creating a portfolio with a pre-tax focus, with Parametric finding that members miss out if their fund fails to adopt an integrated tax efficient approach to equity investing.Parametric’s hypothetical modelling of tax efficient versus tax naïve equity portfolios found that, if the former is continually practiced, tax efficient investors would retire with lump sum balances 4.69 per cent higher after 30 years of contributions.The extra savings from tax efficiency as compared to non-efficientinvestments would peak

Speaker:

  • Raewyn Williams, Managing Director – Research, Australia,Parametric
  • Impact of transfer balance caps and relevance of SMSFs in retirement
  • Potential strategies for tax management
  • Labor’s franking credit proposals
  • Technology, innovations and heightened regulations in Advice and product platform delivery to benefit clients

Speaker:

  • Peter Hogan, Head of Education and Technical, SMSF Association

Refreshments and Networking opportunity for participants.

  • Rise of the gig economy and challenges of Super payments and contributions
  • Mindset of living in the “now” and not thinking too deeply about the future
  • Growing demands of women – pay equality, super entitlements, security in retirement
  • Grattan Institute proposals
  • Housing affordability and impact on future generations
  • Super savings being used to pay down mortgage debt
  • Dipping into Super to pay for housing deposit
  • Reverse mortgage on house to fund retirement

Speaker:

  • Simon Cowan, Research Manager, Centre for Independent Studies

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