HYBRID EVENT
Forum
8th Annual FUTURE FUND ADMIN 2025 -The Future Of Superannuation Fund Administration 2025 Forum
15th-16th May 2025, Sydney Central Hotel
Days
Hours
Minutes
Seconds
Topics Covered for 2025 Forum:

Member Services & Engagement

  • Personalisation at scale: The segment of one
  • Why in the world isn’t the superannuation industry entirely digital?
  • A focus on member services
  • Enhancing Member Engagement in the Digital Age
  • Innovative Member Communication Strategies
  • The Member-Centric Future of Superannuation Funds
  • ASFA New Standards for Death Benefit Payments
  • FinTech Showcase: Five Fintechs focused on Superannuation Fund Administration
  • Next-Generation Member Servicing
  • People, Processes and Technology – Bringing It All Together

Operating Model and Technology

  • The Challenge of Change: Meeting the Demands of Tomorrow’s Superannuation Fund Member
  • Regulatory Changes and Compliance Challenges
  • Cybersecurity and Data Protection in Superannuation
    • Crisis Management and Business Continuity Planning
  • The evolving role of the Chief Technology Officer
  • PayDay Super is coming, ready or not
  • Designing a digital superannuation ecosystem
Sponsorship & Speaking Opportunities:

The Future of Superannuation Fund Administration 2025 Forum offers sponsors an excellent opportunity to demonstrate thought-leadership and leverage networking opportunities to build brand-value amongst your target audience. 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

Early Invited Key Opinion Leaders Includes:
Speakers of The 8th Annual FUTURE FUND ADMIN 2025 - The Future Of Superannuation Fund Administration 2025 Forum
Chief Executive Officer - Superannuation, Apex Group Ltd
Chief Service Officer, Rest
CEO, Prime Super
Group Chief Executive Officer at Team Super
CEO, legalsuper
Chief Operations Officer, Brighter Super
Executive Director: Consulting Capability and Support Services at IQ Group, Australia
Head of Operational Excellence & Member Administration, Telstra Super Pty Ltd
Chief Risk Officer and Group Executive, Sustainability at Aware Super
Head of Cyber Security, Vision Super
Head of Product and Proposition, MLC Life Insurance
GM Technology and Analytics, JANA Investment Advisers
Independent Consultant & Advisor
GTM Leader Superannuation, Market Maker, HCL Software
Managing Partner at Legal & Prudential Advisors
Managing Director & Cofounder, Superware
Partner, Deloitte Consulting
Senior Consultant, Strategic Sales, Tata Consultancy Services
Senior Financial Services Executive
Director, Strategy& Australia, PWC
Director | Operational Risk, Battleground
Director, Super Advisory at KPMG
Founder & CEO, Mayflower Consulting
Consulting Director, IQ Group, Australia
Consulting Director, IQ Group, Australia
Strategy Director, Kyudo
Head of Administration - Strategy & Platform, Telstra Super Pty Ltd
Solutions Director, APJ, HCL
Head of Relationship Management for Apex Superannuation.
Executive Director, Industry & Innovation, ANZ
Principal Consultant, Keegan Adams Recruitment
Chief Transformation Officer APAC, SS&C Technologies
Get Involved
Interested to be a sponsorer for this event?
Our Sponsors:
8th Annual FUTURE FUND ADMIN 2025 Schedule
Learn schedule, program and topics of the 8th Annual FUTURE FUND ADMIN 2025

• Evolving Regulatory Landscape – Navigating compliance and
governance challenges in a changing environment.
• Technology & Digital Transformation –Leveraging AI, automation, and blockchain for efficiency and security.
• Member-Centric Innovation – Enhancing engagement, transparency, and retirement outcomes.
• Operational Excellence – Optimizing processes, cost structures, and risk management in fund administration

ANDREW GRIFFIOEN
Chief Executive Officer -
Superannuation, Apex Group Ltd

TREVOR GOVENDER
Head of Relationship
Management for Apex Superannuation.

As technology and AI play an increasing part of fund admin, how should leaders think about :

• Leading their teams during a change process (be it from RFP to implementation)
• Turning around skeptics as we implement new technology or change programs
• Selecting service providers and technology vendors beyond the standard due diligence checklist
• How we can help our team members to future proof their careers in the age of AI

ALICE TANG
Senior Financial Services Executive

Explore how cutting-edge technologies like Generative AI (Gen AI) and Artificial Intelligence (AI) are transforming the superannuation fund administration landscape. This panel will delve into practical applications, strategic opportunities, and potential challenges, offering insights on how AI can drive efficiency, enhance member experience, and ensure compliance in a highly regulated industry.

• Streamlining Operations with AI
• Enhancing Member Engagement
• Risk Management and Compliance
• Data Insights and Predictive Analytics
• Ethical Considerations and Challenges
• Future Trends in AI for Superannuation

MODERATOR:

CATHY DUNCAN
Senior Consultant, Strategic Sales, Tata Consultancy Services

PANEL MEMBERS:

JOSHUA COOTE
Head of Operational Excellence & Member Administration, Telstra Super Pty Ltd

ALICE TANG
Senior Financial Services Executive

ANDY TAYLOR
Head of Cyber Security, Vision Super

10:30 MORNING COFFEE & NETWORKING

• Defining a High-Performance Operating Model
• Leveraging Technology and Automation
• Organisational Capability Assessment
• Designing the Target Operating Model
• Transformation Roadmap and Execution

MODERATOR:

GREG EVERETT
Strategy Director, Kyudo

JAMES GYTON
Chief Operations Officer, Brighter Super

ANDREW GRIFFIOEN
Chief Executive Officer - Superannuation, Apex Group Ltd

KATHERINE FORREST
Executive Director: Consulting Capability
and Support Services at IQ Group, Australia

IQ Group Speaker TBA

• Exploring the possibilities: How AI, data analytics, and automation are reshaping long-term member engagement across different life stages.
• Bridging the gap: Practical examples of where automation is delivering real outcomes today – and where human interaction still matters.
• Looking ahead: What’s needed to turn the vision of fully automated, personalised, life-long member engagement into reality?

FRANK ADLER
GTM Leader Superannuation, Market Maker,
HCL Software

• Addressing growing cybersecurity threats
• Best practices for protecting member data
• Enhancing member trust through robust security frameworks

MODERATOR:

JOE MCDAVITT
Director, Operational Risk, Battleground

PANEL MEMBER:

JANE COUCHMAN
Chief Risk Officer and Group Executive, Sustainability at Aware Super

VASYL NAIR
Group Chief Executive Officer at Team Super

• How the CTO/CIO role has evolved?
• ROI measurement for technology investments
• Risk management in technology transformation

SARAH PENN
Founder & CEO, Mayflower Consulting

ENDA MAHONEY
GM Technology and Analytics, JANA Investment Advisers

14:50 AFTERNOON TEA & NETWORKING

• Updates on current and upcoming regulations
• How are superannuation funds managing CPS 230
• Strategies for maintaining compliance while improving efficiency

JONATHAN STEFFANONI
Managing Partner, Legal & Prudential

• Leveraging AI, RPA, and blockchain to optimize back-office processes.
• Streamlining member experiences through digital self-service and automation.

MODERATOR:

GREG EVERETT
Strategy Director, Kyudo

PANEL MEMBERS:

MALAV OZA
Head of Administration - Strategy & Platform, Telstra Super

STEVEN KAVALLARIS
Director, Strategy & Australia, PWC

BHUPESH ARYA
Solutions Director, APJ, HCL

MEMBER SERVICES & ENGAGEMENT

• The regulators have firmly given a mandate to raise the bar in claims handling practices. The stage is set for the industry to come together and make a difference for members.
• What would it look like if service boundaries were broken down with a real connection to technology enabled process
and the human experience.
• Come with us on a journey to a new way of working.

GEORGE LIRAS
Consulting Director, IQ Group, Australia

• We live in a complex world and the administration of superannuation is not isolated from this.
• The complexity triangle requires us to take an end-to-end view of services and balance a cost to serve with the agility needed to respond to change and deliver a great member experience.
• Our panel members will share their journeys through business transformation.

MODERATOR:

JACO VAN TONDER
Consulting Director, IQ Group, Australia

PANEL MEMBERS:

AMALIE WHITE
Chief Transformation Officer APAC, SS&C Technologies

• Scale versus service - can we have both?
• Why is the Minister and Regulator focusing on member servicing
• Uplifting member service standards

MODERATOR:

SARAH PENN
Founder & CEO, Mayflower Consulting

PANEL MEMBERS:

BRENDAN DALY
Chief Service Officer, Rest

JOSHUA COOTE
Head of Operational Excellence &
Member Administration, Telstra Super Pty Ltd

ALISON BODINNAR
Head of Product and Proposition, MLC Life Insurance

11:00 MORNING COFFEE & NETWORKING

• How to create a member-centric superannuation fund?
• How do you know when your superannuation fund is truly member centric? Finding out what the member wants

MODERATOR:

STEVE FREEBORN
Partner, Deloitte Consulting

PANEL MEMBERS:

BHARAD SWAMINATHAN
Director, Super Advisory at KPMG

LUKE SYMONS
CEO, legalsuper

RAELENE SEALES
CEO, Prime Super

12:40 LUNCH BREAK & NETWORKING

• Implementation challenges for superannuation funds
• Innovation and technology to manage these challenges
• Is the New Payments Platform (NPP) the answer?

JASON HUNT
Executive Director, Industry and Innovation at ANZ

• Balancing short-term wins with long-term transformation goals
• Breaking down silos between technology teams and business units
• Creating governance frameworks that enable rather than restrict

FRANCESCA MACKENZIE
Principal Consultant, Keegan Adams Recruitment

• How superannuation funds are leveraging big data and analytics to personalise member experiences.
• Using tailored communication, recommendations, and content.
• How to implement personalised member services
• Enriching member data for better personalisation

• What's the state of play today across super funds?
• Next-generation self-service. How omnichannel help, Al help, and Al voice interactions let members get answers instantly
• Improving consultant productivity: How enquiry routing, Al assistance, 360 member view, and supervisor support are helping frontline consultants serve more members

STEPHEN HUPPERT
Independent Consultant & Advisor

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VIRTUAL ATTENDANCE REGISTRATION COST - EARLY BIRD REGISTRATION:
Register before 30th April 2025
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VIRTUAL ATTENDANCE REGISTRATION COST - NORMAL REGISTRATION:
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VIRTUAL ATTENDANCE REGISTRATION COST - UNLIMITED GROUP TEAM REGISTRATION:

REGISTER WITH VIRTUAL UNLIMITED GROUP REGISTRATION OFFER (Register & pay for 3 delegates with normal rate & get unlimited registrations* (*Can only attend virtually))

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