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

22nd October 2019 - Day2

Coffee and Registration

  • Converting plans into reality – understanding factors that
    contribute to likely success
  • Impact of cognitive decline in decision making – how will
    people know if they are impacted?
  • Differences in perceptions of what wealth and poverty
    means.
  • Factors affecting whether or not people plan

Panellists:

Speaker:
Associate Professor Joanne Earl, Department of Psychology,
Faculty of Human Sciences Program Director, Professional
Psychology, Macquarie University

  • Engagement strategies to win back member/client trust
    post Hayne
  • Need for less product driven and more health, aged care,
    family and lifestyle related advice
  • Using robo-advice and fintech to help educate and
    empower members/clients in decision making
  • Importance of affordable and ease of access advice
    channels
  • The power of AI in shaping customer motivations and
    preferences – (ethical issues?)

Panellists:
Josef Pilger, Global Pension and Retirement Segment Leader, EY, Fraser Jack, Head of Client Partnerships, AI Intelligence

  • What findings from the AC Commission will mean for the
    future of the system
  • Collaborative efforts needed to share and shoulder the
    responsibility
  • Views on a regulated system needed to improve
    efficiencies, reduce costs and protect the more vulnerable
    and “at risk’ retirees
  • Superfunds, financial advisors & insurance companies
    taking a more holistic approach by offering aged and
    health care advice as part of long term planning strategy
  • How can operating costs be reduced to benefit retirees?
  • Insurance coverage

Speaker:
Pat Sparrow, CEO, Aged and Community Services Australia
ACSA,

Ian Yates, CEO, COTA
William Burkitt, Post Retirement Innovation Leader, Mercer
Jemma Briscoe, Head of Research and Technical Advice,
Aged Care Gurus

  • What needs to be done now to improve outcomes for
    current and future generations of women
  • What’s on the table and in the pipeline – addressing
    gender wage gap, increase in SG and extra tax breaks for
    low income earners, increased paid parental leave
    entitlements
  • Improving financial literacy to empower women to be
    more confident about financial management

Panellists:
Sangeeta Venkatesan, Executive Chair, FairVine

 

  • How to make Super a “cool” topic
  • Gaining trust and loyalty in challenging times
  • Thoughts on growing groups of young people choosing
    to live frugally (Retire Early Movement (Fire) )
  • Impact of housing unaffordability, high cost of living, low
    wages, gig and flex jobs in securing a financially secure
    future
  • Retiring early or choosing to work for longer
  • Inflation and longevity protection
  • Access to capital
  • Spending fluctuation over time in retirement
  • Age pension means testing impacts
  • Impact of large expenditures now on longer term
    lifestyle
  • Impact of health on sustainable lifestyle/spending

Lunch and Networking opportunity for participants.

  • Govt legislation and regulations going forward
  • Balance Caps and transfers
  • Tax management

Speaker:
John Maroney, CEO, SMSF Association

In Australia, the number of people over 65 will grow from
3.7million in 2016 to 6million by 2031. This ‘silver
tsunami’ brings enormous opportunities for those who
truly understand the needs of this growing Modern Ageing
market. Unlike previous generations, this group are no
longer retiring at 65 and dying at 67, they are continuing to
work and live for another ten, twenty, or even thirty years.
These years are full of life, adventure and purpose as they
continue to spend, work, travel and contribute.
The Global Centre for Modern Ageing have been at the
forefront of modern ageing and Julianne will provide
insights into what your business can do to remain relevant
and vital for your customers and to help your employees
reimagine and manage their transition to retirement.
Speaker:
Julianne Parkinson, CEO, Global Centre for Modern Ageing,
GCMA

  • Slowing down the ageing gene
  • 80 is the new 60
  • Future world of people living beyond 200 + years

Speaker:
Stephen Huppert, Director, Stephen Huppert Consulting

  • Superfund mergers and consolidation – thoughts on
    Future Fund managing default super?
  • Other options outside Super to save and prepare for
    retirement
  • Need for more comprehensive long-term planning for
    retirement
  • Future in technology and digital driven world – keeping
    retirees employable and healthy/active for longer
  • Overcoming “pension poverty” – tackling issues of
    inequality – women, disabled, homeless & indigenous
    communities facing retirement with minimal savings & low
    super balances
  • Addressing younger generations concerns for the future
    – impact of gig economy, changing social structures,
    housing unaffordability, high HELP debt issues etc

Panellists:
Sean McGing, Actuary, McGing Advisory

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.

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

 

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