IN-PERSON & LIVE-STREAMED
CONFERENCE
9TH ANNUAL POST RETIREMENTAUSTRALIA 2021 CONFERENCE
DATE : 21ST - 22ND OCTOBER 2021 (GRACE HOTEL SYDNEY)
Days
Hours
Minutes
Seconds
Topics Covered:
  • Discussion and Debate on the Retirement Income Review findings
  • Insights into a new product for retirement income
  • How the product enables retirees to tailor their retirement strategies to meet their individual needs
  • The Smart Path investment strategy
  • Is the Lifetime Pension product a game changer?
  • The role of annuities in retirement strategies
  • The Commonwealth Seniors Health Card
  • The government Pension Loan Scheme (PLS)
  • The Pension Transfer Bonus for superannuation funds
  • The non-financial aspects of retirement
  • Legislating for retirement incomes
  • The changing nature of retirement
  • Why 12% is the magic number for retirement adequacy
  • Retirement plans after COVID-19
Who Should Attend:

Senior personnel from Superannuation funds, SMFS, financial advisers, insurance providers, government, agencies, banks, regulators, lawyers, retirement income consultants, advocacy groups, academics, researchers, industry commentators, software service providers

Gold Sponsors

GOLD SPONSORS

Panel Sponsor

PANEL SPONSOR

SPONSORSHIP OPPORTUNITIES:
Post Retirement Australia Forum 2021 offers sponsors an excellent opportunity to demonstrate thought-leadership and leverage networking opportunities to build brand-value amongst senior unit pricing professionals. If you would like to know more about sponsorship, exhibition and business development opportunities please just get in touch with us – sponsorship@ibrc.com.au

Post Retirement Speakers
Learn speakers of the 9th Annual Post Retirement Conference.
Chief Economist at Sunsuper
Senior Partner, Senior Actuary, Mercer
Senior Manager Superannuation & Retirement Products, QSuper
CEO, Rice Warner
Principal - Retirement Products, AustralianSuper (invited)
Principal at Athena IOC
CFA, Senior Investment Consultant - Principal at Mercer
Head of Retirement Income Research, Challenger Financial Services
Head of Risk Strategies and Research at BT Financial Group
Head of Research at Ardea Investment Management
Research School of Finance, Actuarial Studies and Statistics, The Australian National University
Executive Director, The Conexus Institute, Former Chief Investment Officer, Mine Super
Head of ESG and Sustainability, BT
Team Leader, Retirement Essentials
Head of Client Solutions and Retirement, Fidelity International
GM Retirement Products & Marketing Savings and Investments, AIA Group
Senior Investment Analyst, Aware Super
Prof. Hazel Bateman Deputy Director, ARC Centre of Excellence in Population Ageing Research
Get Involved
Interested to be a sponsorer/speaker for this event?
Event Schedule
Learn schedule, program and topics of the 9th Annual Post Retirement Conference.

• Key observations
• Objectives of the review
• The role of the Aged Pension in providing retirement adequacy

DR DAVID KNOX
Senior Partner and Actuary, Mercer

• The impact of COVID-19
• The controversial findings of the review
• Improving understanding of the retirement system
• Misunderstandings and misconceptions of the system

Panel Members TBA

10:20 MORNING COFFEE

• Insights into a new product for retirement income
• How the Lifetime Pension product works
• How the product enables retirees to tailor their retirement strategies to meet their individual needs

BRENTON TICKNER
Senior Manager Superannuation
& Retirement Products, QSuper

• Is the Lifetime Pension product a game changer?
• The likely demand for the new product
• The trade off between certainty of income and maximising wealth
• Will other funds be anxious to adopt similar strategies
• The potential impediments

BRENTON TICKNER
Senior Manager Superannuation
& Retirement Products, QSuper

Panel Members TBA

• How the judicious use of an annuity can enhance retirement outcomes
• The benefits in terms of age pension eligibility

AARON MINNEY
Head of Retirement Solutions, Challenger Financial Services

12:40 Lunch Break

The most appropriate investment structure for MySuper continues to divide superannuation investment professionals.
Is it a lifecycle strategy or is it a balanced fund? In this
session, we will hear from two speakers that will put forward the case for each of the two approaches focussing on retirement
outcomes.
At the end of the two presentations, there will be time for Q&A followed by a final audience vote - lifecycle or balanced fund?

EMILY BARLOW
Senior Investment Consultant – Principal, Mercer Australia

AMANDA RALPH
Principal - Retirement, Products,
AustralianSuper

• Establishing a menu of products by segmenting the member base
• Modelling of retirement strategies
• Principles and rules for the type of strategies that might work for certain members

ASSOC. PROF. GEOFF WARREN
Fund Convenor, Student Managed Fund, The Australian National University

• Technical difficulty of designing retirement products
• Existing hurdles
• one-size-fits-all products?

KIRSTEN WYMER
Head of Risk Strategies and
Research at BT Financial Group

LAURA RYAN
Head of Research at Ardea
Investment Management

GEOFF WARREN
Associate Professor in the
College of Business and Economics

GEORGE LYTAS
GM Retirement Products & Marketing Savings and Investments, AIA Group

PANEL SPONSOR: AIA Group

• What the PLS can provide
• How it works
• Differences between the PLS and a normal reverse mortgage
• Which cohort of retirees would benefit most from the PLS
• The risks of applying for the PLS

• What is a Pension Transfer Bonus
• How does it work?
• What are the risks?
• The benefits to both the provider and the receiver
• How material is the PTB in retaining members after retirement
• What are the impediments to offering a PTB?
• Why it may not be too late to get a PTB even close to retirement

KYLE RINGROSE
Principal Consultant Athena IOC

10:20 Morning Coffee

• Why superannuation assets are not being converted into efficient retirement income products
• The need for Trustees to develop appropriate retirement income products
• The real objectives of superannuation
• How retirees spend their money

ANDREW BOAL
Partner, Deloitte Actuarial & Consulting

• What is the CSHC?
• What are the benefits Who can apply?
• What are the eligibility criteria?
• The different eligibility criteria for the aged pension and the CSHC
• How to apply

STEVEN SADLER
Head of Customer Service
Retirement Essentials, Retirement Essentials

• Highlights
• Insights into some of the issues raised in earlier presentations
• Lessons learned
• Points of contention

Post Retirement Resource
Download a copy of the event brochure and know more about the venue.
Registation Packages
Learn about registation Prices and offers for 9th Annual Post Retirement Conference.
SINGLE REGISTRATION PRICING : Early Registration
Register before 31st July
$2495 + GST

Save $200

SINGLE REGISTRATION PRICING : Normal Registration
Register after 31st July
$2695 + GST
LIVE STREAM OPTION
2 Days Forum
$1,890 + GST
GROUP REGISTRATION : UNLIMITED REGISTRATION OFFER*

Pay for 3 delegates to get the unlimited delegate registration offer from the same company

Click on the button below and fill the form to confirm your registration.

13
Speakers
2
Days
30
Participants
20
Sessions
1
Venue
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