postret-2019-small
21Oct
October 21, 2019 - October 22, 2019 Grace Hotel Sydney

Embracing a collaborative and holistic approach to providing sustainable financial outcomes
and optimal living standards for the Australian retiree sector

21st October 2019 - Day1

Coffee and Registration

  • Importance of taking an integrated approach to solving
    the retirement adequacy dilemma – addressing super to
    pension drawdown phase, age pension, health and aged
    care, housing, insurance – how achievable is it?
  • Factoring in needs of all cohorts for more equitable
    solutions for Australians saving for and in retirement –
    better products offerings and ROIs, engagement and
    advice to meet differing needs, expectations, risk appetites
  • Impact of Hayne, Productivity and Aged care
    Commissions in accelerating action
  • Focusing on longevity risk and pervasive “fear of running
    out of money” – providing safety net options,
    comprehensive longevity planning combining financial
    advice with lifestyle planning

Panellists:
Jeremy Duffield, Chairman, SuperEd
Prof John McCallum, CEO, National Seniors
Dr Teagan Altschwager, Senior Research Fellow, Melbourne Business School

  • Super contributions, concessions and caps,
  • Single Superfund Default account
  • Age Pension means/asset testing
  • Pension loan scheme
  • Work bonus for over 60s
  • Raising SG
  • Tax structures
  • Reducing costs of aged/home care packages
  • Social housing and rental options for non-homeowners
  • Is a bipartisan approach possible?

Panellists:
Nick Sherry, Chairman APAC, FNZ
Prof Anthony Asher, School of Risk and Actuarial Studies\
Australian School of Business, UNSW

Ian Yates, CEO, COTA

  • Getting Boards buy-in to enhance governance and risk
    management practices
  • Creating a failsafe culture of accountability and
    compliance
  • Becoming a “fit for purpose retirement superfund” –
    how is it defined? How can it be achieved?
  • Update on retirement covenant and retirement income
    strategy obligation
  • How to reverse reputational damage and win back
    members/clients trust

Panellists:
Adrian Donato, Senior Associate, King and Wood Mallesons,
Sean McGing, Actuary, McGing Advisory,

 

  • Low economic growth
  • Housing market, credit squeeze, lending restrictions
  • Slow wages growth, household expenses up
  • Global influences ie US and China trade wars, (looming
    US fiscal crisis – high debt to GDP ratio?) political
    instability
  • Threat of recession

Ian Manning, Deputy Director, National Institute
Economic Research

Lunch and Networking opportunity for participants.

  • Where are we at in developing product solutions to meet
    wide ranging needs and expectations?
  • How to address specific risks of longevity, inflation,
    sequencing?
  • Default options – update on CIPRSs requirement
  • Age pension combination product solutions, pooled
    products, annuities, pension loan schemes

Panellists:
William Burkitt, Post-Retirement Innovation Leader
Mercer

Jim Hennington, Actuary and Adviser
Dirk Dobbs, Head of Strategy and Product, HESTA

  • Low economic growth
  • Housing market, credit squeeze, lending restrictions
  • Slow wages growth, household expenses up
  • Global influences ie US and China trade wars, (looming
    US fiscal crisis – high debt to GDP ratio?) political
    instability
  • Threat of recession

Jim Hennington, Actuary and Adviser

  • Current structure – how can it be improved?
  • How to simplify the assessment process and “cut
    through the red tape”
  • How Superfunds and advisors can work “in sync” with
    Centrelink to help members/clients
  • Minimising reliance on age pension – raising eligibility
    age, review of existing means/asset testing legislation,
    increase sg, pension loan scheme, 60 + work bonus,
    deferred annuity options
  • Age pension structure in other countries

Panellists:
Greg Hansen, Business Development and Strategy Manager, Retirement Essentials
Ian Yates, CEO, COTA

Prof Anthony Asher, School of Risk and Actuarial Studies,
Australian School of Business, UNSW

      • 5.10 Close Of Day One
      • 5.15 Networking Drinks
Interested in speaking?

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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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Contact Info

 

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