HYBRID (in-person & live-streamed)
2025
13th annualPost Retirement Australia 2025 Conference
21st-22nd October, Sydney Central Hotel
SPONSORSHIP OPPORTUNITYSPEAKING OPPORTUNITY
Days
Hours
Minutes
Seconds

BROCHURE

REGISTRATION

SPEAKERS

GET INVOLVED

SCHEDULE

About the Event

The 13th Annual Post Retirement Australia Conference 2025 is the leading national forum for industry leaders, regulators, innovators, product designers, and policymakers focused on building sustainable, flexible, and customer-centric post-retirement outcomes.

As Australia’s retirement system continues to mature and the Retirement Income Covenant evolves, this is your opportunity to explore real-world strategies and innovations shaping the decumulation phase of superannuation. From investment-linked lifetime income
streams to aged care planning, and from regulatory expectations to digital engagement – this conference is where insights translate into action.

Why You Should Attend
  • Gain cutting-edge insights into post-retirement product innovation and evolving regulatory guidance.
  • Understand the latest in longevity research, retirement adequacy, and risk management.
  • Learn from real implementation case studies – what’s working and what’s not.
  • Connect with peers, super funds, fintechs, insurers, regulators, and advisers to share strategies.
  • Be part of panel discussions, roundtables, and breakout sessions to shape Australia’s retirement future.
Who Should Attend
  • Superannuation Fund Executives and Trustees
  • Retirement Product and Innovation Leaders
  • Financial Planners and Advice Licensees
  • Regulators and Government Officials
  • Wealth & Investment Managers
  • Actuaries, Economists, and Policy Thinkers
  • Insurers and Lifetime Income Providers
  • Tech and Digital Engagement Specialists
  • Researchers, Academics & Think Tanks

Join us in Sydney in 2025 as we navigate the future of post-retirement solutions in Australia. Whether you’re a super fund executive, policy expert, adviser, or financial services professional, this event is your opportunity to stay ahead of the curve and contribute to shaping a more sustainable and secure retirement system.

Share This Event
Early Invited Speakers include:
Learn speakers of the 13th annual Post Retirement Australia 2025 Conference
JACKI ELLIS
Head of Retirement, AustralianSuper
Sam Higgie
Head of Retirement at Equip Super
Aaron Minney
Head of Retirement Income Research, Challenger Limited
Challenger Financial Services
John Livanas
CEO, State Super (SAS Trustee Corporation)
ESTELLE LIU
Head of Retirement Solutions, AMP
STEPHEN HUPPERT
Independent Consultant & Advisor
Brnic Van Wyk
Head of Asset Liability Management, Australian Retirement Trust
Jeremy Houghton
Institutional Partnerships, SuperEd Pty Ltd
Darragh Monaghan
Head of Client Solutions, Hannover Re
Richard Leckey
GM Optimum Pensions
Andrew Gale
Chair - Help, Guidance and Advice Working GroupChair - Help, Actuaries Institute
Mark Spring
Merger Transition – Executive Sponsor, Active Super
Nick Callil
Independent adviser and consultant
Ashton Jones
General Manager Growth, Retirement and Wealth Partnerships, TAL
STEPHAN RICHARTZ
Head of Institutional Retirement Solutions, Challenger
Andrew Lowe
Head of Technical Services, Challenger
Anthony Saliba
Partner | Consulting, Deloitte Touche Tohmatsu
CIAN O’DRISCOLL
Country Manager, Financial Risk Solutions (FRS) Ltd
Kyle Ringrose
Principal Consultant, Athena IOC
Athena IOC
Shang Wu
Portfolio Manager - Retirement Strategy, Aware Super
Kate Rolf
Retirement Strategy and Experience Lead, Aware Super
Susan Bell
Director, Susan Bell Research and Retiree Insights Australia
Linda Elkins
National Sector Leader - Asset & Wealth Management, KPMG
Oliver Lynch
Chief Customer Officer, Capital Preferences
DAVID CARRUTHERS
Principal Consultant, Frontier Advisors
Katja Hanewald
Associate Professor, School of Risk & Actuarial Studies, UNSW Sydney Vice President-Operations/Finance, Asia-Pacific Risk and Insurance Association (APRIA)
Dennis Yang
Senior Actuarial Manager at State Super
Giacomo Tarantolo
Manager, Retirement Solutions at UniSuper
Melanie Slade
Head of Retirement, Product & CX Risk, TelstraSuper
Melanie Dunn
Principal, Accurium
Emma Higgs
Special Counsel at Mills Oakley
SARAH PENN
Founder & CEO, Mayflower Consulting
Harry Chemay
Superannuation & Wealth Management Consultant, Credere Consulting Services
Anthony Caneva
Managing Director, Signal Advisory
Neekhil Shah
Director at McGing Advisory & Actuarial
Dr Osei K Wiafe
Retirement Research, Investment Strategy Group (ISG), Vanguard Australia
Norm Cockerell
Managing Director & Principal Consultant, Changing Gears
Nick Freedman
Founder & Director, Retire on Purpose
Justin Maughan
Head of Advice Propositions, Aware Super
Get Involved
Interested to be a sponsorer/speaker for this event?
Become a Sponsor
Speak at this event
Our Sponsors
Post Retirement 2025 Schedule
Learn schedule, program and topics of the Post Retirement Australia 2025

STEPHEN HUPPERT
Independent Consultant & Advisor

Speakers:

• Shifting demographics and changing member expectations
• Impact of emerging technologies on service delivery models
• Regulatory evolution and its implications for fund operations
• Building adaptable and resilient operating models

LINDA ELKINS
National Sector Leader, Asset and Wealth
Management, KPMG Australia

Speakers:

• Super funds share how they’re implementing retirement strategies
• Integrating product, guidance and digital tools
• What they’d do differently

MODERATOR:

NICK CALLIL
Independent adviser and consultant

PANEL MEMBERS:

ASHTON JONES
Director, Customer Innovation,
Insignia Financial

BRNIC VAN WYK
Principal Retirement Solutions, Australian Retirement Trust

JACKI ELLIS
Head of Retirement, AustralianSuper

Speakers:

• The retirement income landscape is evolving fast. A wave of product innovation has led to a new generation of lifetime income solutions, with superannuation funds and insurers alike, launching lifetime offerings.
• Despite some similarities there are many differences between lifetime income streams offered today.
• In this Q&A-style presentation Challenger will equip you with Five Key Questions funds should look to answer when building out their retirement income proposition.
• These questions could form the starting point in a fund evaluation of longevity solutions and allow funds to help solve for member’s best retirement outcomes with appropriate product solutions.

ANDREW LOWE
Head of Technical Services, Challenger

Speakers:

• Lessons from the Retirement Income Covenant
• ASIC & APRA’s expectations
• Where trustees are succeeding – and where the gaps remain

PANEL MEMBER:

SAM HIGGIE
Head of Retirement at Equip Super

EMMA HIGGS
Special Counsel at Mills Oakley

Other Panel Members TBA

11:10 MORNING COFFEE & NETWORKING

Speakers:

• Since the introduction of the Retirement Income Covenant (RIC), it is now widely accepted that Australians need guidance about how to draw enough income in retirement and receive a retirement pay cheque for life.
• While managing the risks in retirement, their money needs to go the distance, so it is really important for members to understand the sources of income available to them and the role they can play in supporting a secure retirement.
• Superfunds and service providers whose mission is to help members on this quest are required to provide the necessary help and solutions that are easily accessible.
• In this session, the panel will discuss tangible solutions that have already been successfully implemented and provide a glimpse into the future of what could be possible to help all Australians achieve better retirement outcomes.

MODERATOR:

STEPHAN RICHARTZ
Head of Institutional Retirement Solutions, Challenger

Other Panel Members TBA

Speakers:

• How insurers are evolving to support retirees' longevity and financial resilience.
• Addressing the needs of today’s retirees vs. tomorrow’s — the role of life insurance and legacy products.
• Leveraging data and engagement to provide confidence in retirement income planning.
• Resolution Life’s strategic perspective on sustainable product innovation in the post-retirement market.

Panel Members TBA

12:50 Lunch & Networking

• Why standard longevity assumptions fall short in retirement planning
• Explore how personalising longevity risk leads to better financial decision-making
• Learn how to incorporate “confidence levels” into planning horizons and income sustainability

RICHARD LECKEY
GM Optimum Pensions

Speakers:

• Why retirees resist annuities—even when they recognise the risk of running out of money
• How behavioural framing, trust, and timing impact decision-making around lifetime income products
• What role super funds, advisers, and regulators can play in improving understanding, confidence, and uptake

STEPHEN HUPPERT
Independent Consultant & Advisor

14:50 Afternoon Tea & Networking

Speakers:

• Reviewing product innovation since the covenant
• What soft-defaults and choice architecture could look like
• Legal and behavioural considerations

PANEL MEMBER:

STEPHEN HUPPERT
Independent Consultant & Advisor

MELANIE SLADE
Head of Retirement, Product & CX Risk, TelstraSuper

NEEKHIL SHAH
Director at McGing Advisory & Actuarial

ESTELLE LIU
Head of Retirement Solutions, AMP

Speakers:

PANEL MEMBERS:

JEREMY HOUGHTON
Head of Institutional Partnerships
SuperEd/Retirement Essentials

OLIVER LYNCH
Chief Customer Officer, Capital Preferences

Other Panel Members TBA

Speakers:

• What does success look like for the system, funds and members?
• Moving beyond product take-up to engagement, confidence and sustainability

PANEL MEMBER:

ANTHONY SALIBA
Partner | Deloitte Australia

DENNIS YANG
Senior Actuarial Manager at State Super

SHANG WU
Portfolio Manager - Retirement Strategy at Aware Super

Other Panel Members TBA

Speakers:

Closing Remarks From The Chair

Networking Drinks (1 Hour)

Delegate Registration & Coffee

Opening remarks from Chair

KYLE RINGROSE
Principal Consultant Athena IOC

Speakers:

DAVID SHUVALOV
Head of client solutions, Hannover Re

Speakers:

State Super has over 80,000 members and $37 billion of FUM and is leading the industry trend on structural decumulation as members retire.

• Thinking outside the box on the decumulation investment process and achieving good risk-adjusted returns.
• How to use machine learning to look at signals in the market.
• Assumptions, challenges, and misconceptions about investing and returns.

JOHN LIVANAS
CEO, State Super

Speakers:

• What we can learn from Retirement Coaches and Members who have been through their programs

MODERATOR:

MARK SPRING
Founder | Director, Innovative Customer Solutions

PANEL MEMBERS:

NORM COCKERELL
Managing Director & Principal Consultant, Changing Gears

NICK FREEDMAN
Founder & Director, Retire on Purpose

10:50 Morning Coffee & Networking

Speakers:

• Integrating Accumulation and Decumulation
• Personalised Strategies for Evolving Needs
• Balancing Flexibility, Longevity & Certainty

IQ Group Session

KATE ROLFE
Retirement Strategy and Experience Lead, Aware Super

JUSTIN MAUGHAN
Head of Advice Propositions, Aware Super

Speakers:

• Member understanding of retirement income solutions
• Potential conflicts of interest in seeking advice
• The two dimensional approach to ABPs, Maximising returns whilst managing sequencing risk
• Retiree education, the long term solution

KYLE RINGROSE
Principal Consultant Athena IOC

12:50 Lunch & Networking

Speakers:

• Visionary perspectives from leaders across product, policy and consumer insight
• Designing a system fit for the next generation of retirees

MODERATOR:

AARON MINNEY
Head of Retirement Income Research, Challenger Limited

PANEL MEMBERS:

ASHTON JONES
Director, Customer Innovation,
Insignia Financial

BRNIC VAN WYK
Principal Retirement Solutions,
Australian Retirement Trust

SAM HIGGIE
Head of Retirement at Equip Super

Other Panel Members TBA

Speakers:

• Providing digital and hybrid advice to members
• The evolving role of super funds in member guidance
• Digital tools vs human support
• Balancing personalisation, accessibility and compliance

MODERATOR:

MELANIE DUNN
Principal, Accurium

PANEL MEMBERS:

GIACOMO TARANTOLO
Manager, Retirement Solutions at UniSuper

ANDREW GALE
Chair of Actuaries Institute Help
Guidance and Advise Working Group

Other panel members TBA

14:50 Afternoon Tea & Networking

Speakers:

• How real retirees think
• Why traditional education and calculators fall short
• Designing tools and communications that work

DR OSEI K WIAFE
Retirement Research, Investment Strategy Group (ISG), Vanguard Australia

Speakers:

SUSAN BELL
Research Director, Susan Bell Research

Speakers:

• Home equity access schemes
• Age pension interaction with product and advice
• Supporting modest-balance retireesead?

MODERATOR:

Sarah Penn
Founder & CEO, Mayflower Consulting

PANEL MEMBERS:

KATJA HANEWALD
Associate Professor, School of Risk &
Actuarial Studies, UNSW Sydney. Vice President-Operations/Finance, Asia-Pacific Risk and Insurance Association (APRIA)

HARRY CHEMAY
Superannuation & Wealth Management Consultant, Credere Consulting Services

Speakers:

Closing Remarks From The Chair

Registation Packages
IN-PERSON ATTENDANCE REGISTRATION - Super Early Bird Registration:
Register before 30th June 2025
$2495 + GST
IN-PERSON ATTENDANCE REGISTRATION - Early Bird Registration:
Register before 30th August 2025
$2695 + GST
IN-PERSON ATTENDANCE REGISTRATION - NORMAL Registration:
Register after 30th August 2025
$2895 + GST
IN-PERSON ATTENDANCE REGISTRATION - GROUP TEAM REGISTRATION

Register & pay for 3 delegates with normal rate & get unlimited registrations*
(*Can attend in-person or virtually)

VIRTUAL ATTENDANCE REGISTRATION - Super Early Bird Registration:
Register before 30th June 2025
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION - Early Bird Registration:
Register before 30th August 2025
$1895 + GST
VIRTUAL ATTENDANCE REGISTRATION - NORMAL Registration:
Register after 30th August 2025
$1995 + GST
VIRTUAL ATTENDANCE REGISTRATION -GROUP TEAM REGISTRATION

Register & pay for 3 delegates with normal rate & get unlimited registrations*
(*Can only attend virtually)

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

Register for the event!
Event Resource
Download a copy of the event brochure and know more about the venue.
Download Brochure
Media Gallery
See the photos of the Previous events.
Latest Posts
You can find the latest posts in this section.
For super funds, with great AI power comes great responsibility
Asset owners integrating artificial intelligence (AI) models into their workplaces and processes need to carefully consider the issue of potential harm – to employees, fund members and society generally – and the guardrails that are necessary to minimise unforeseen consequences...
2024 HR technology trend predictions Preparing now for the next year of innovations
Authored by Franz Gilbert, Matthew Shannon, and Erin Spencer Deloitte’s Human Capital Forward team predicts how five of today’s HR technology trends could innovate across disparate systems, work processes, and workforce experiences in 2024. Technology never fails to innovate. Across...
A unifying Strategy to revitalise data and digital transformation
The Australian Government has today released the Data and Digital Government Strategy (the Strategy), setting a clear vision for delivering simple, secure and connected public services, for all people and business, through world class data and digital capabilities. This is...
How to get the most from your super fund
With so many superannuation funds to choose from, working out which one is the best fit for your retirement savings can be confusing. TelstraSuper CEO Chris Davies offers some suggestions for how to get the most from your super fund....
Contact Us
Contact us to know more about this Conference


    Share This Event
    Event Search
    Follow me on Twitter

    This site uses cookies. Find out more about cookies and how you can refuse them.

    I Accept