CONFERENCE
12th ANNUALPOST RETIREMENT AUSTRALIA 2024 CONFERENCE
21st- 22nd October, Sydney Central Hotel by The Ascott Limited, Australia
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About the event:

The 12th annual Post Retirement Australia 2024 forum is tailored for professionals in the superannuation, investment, financial advice, and related fields. With the Australian post-retirement sector encountering both challenges and exciting advancements, this forum is an essential platform. Longevity risk and retirement adequacy stand out as primary concerns, prompting exploration into sustainable income solutions and improved savings strategies. Tailored retirement products and adaptable options are in development to cater to the diverse needs of retirees. Technological advancements are enhancing accessibility and personalization of advice, while comprehensive retirement planning now includes considerations for health and social engagement.

Effective collaboration among stakeholders is imperative to tackle these challenges and nurture innovative developments, ultimately empowering Australians to embrace a secure and fulfilling post-work life. The forum delves into new and emerging products from industry players, scrutinizing them alongside key issues pertaining to retiree behaviors and needs. Additionally, investment strategies for retirees and the associated risks are thoroughly reviewed.

The lineup of speakers boasts extensive industry experience, featuring representatives from product providers, researchers, and independent consultants.

Post Retirement Australia 2024 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

12th Annual Post Retirement 2024 Speakers
Learn Speakers Of The 12th Annual Post Retirement Australia 2024
Principal Retirement Product, AustralianSuper
Head of Retirement Income Research, Challenger Limited
Challenger Financial Services
Head of Retirement, Aware Super
Head of Asset Liability Management, Australian Retirement Trust
Chief Product & Marketing Office at Allianz Retire+
Principal – Operational Excellence, Telstra Super Pty Ltd
Partner, Deloitte, Chair of Retirement Strategy Group, Actuaries Institute Australia
Head of Retirement at Equip Super
Chair - Help, Guidance and Advice Working GroupChair - Help, Actuaries Institute
Founder | Principal Adviser, Rasiah Private Wealth Management
Merger Transition – Executive Sponsor, Active Super
Principal, Mercer
Head of Retirement Solutions Australia , WTW
General Manager, Retirement Solutions at Generation Life
Senior Product Manager, Retirement Member Experience, AustralianSuper
General Manager Retirement Solutions, AMP
Principal, Retirement Consulting, Mercer Australia
Superannuation & Wealth Management Consultant
Partner | Consulting, Deloitte Touche Tohmatsu
Country Manager, Financial Risk Solutions (FRS) Ltd
Principal at Athena IOC
Athena IOC
Research Director, Conexus Institute and Associate Professor, ANU
Co-Founder & Director, SuperEd and Retirement Essentials
Executive Director, The Conexus Institute
Principal Consultant, Head of Member Solutions, Frontier Advisors
Independent Consultant & Advisor
Independent Consultant, Enablise
Associate Professor, CEPAR Associate Investigator, UNSW Business School
Retirement Strategy and Experience Lead, Aware Super
Special Counsel, Mills Oakley
former Global Pension and Retirement Leader, EY
Executive Superannuation, Wealth & Life Insurance, Quantium
Lead, Retirement Solutions, UniSuper
Deputy Director, ARC Centre of Excellence in Population Ageing Research, President, International Pension Research Association (IPRA)
Director, Institutional Client Solutions, Challenger Limited
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Post Retirement Schedule
Learn schedule, program and topics of the 12th Annual Post Retirement Australia 2024

8:20 DELEGATE REGISTRATION & COFFEE

Opening remarks from Chair

• The key retirement challenge for many people is longevity
• To support longer retirements, Australia’s so-called Three Pillars of retirement funding
• People would benefit from a Help, Guidance and Advice framework for both the transition to retirement and in life
after full-time work
• While financial considerations typically take centre stage when planning for retirement, people should take a holistic approach

STEPHEN HUPPERT
Independent Consultant & Advisor

MODERATOR:

NICK CALLIL
Head of Retirement Solutions Australia, WTW

PANEL MEMBERS:

JACKI ELLIS
Head of Retirement, Aware Super

ASSOC. PROF. GEOFF WARREN
Research Director, Conexus Institute

GIACOMO TARANTOLO
Lead, Retirement Solutions, UniSuper

Every day, countless Australians transition into retirement, encountering well-documented retirement challenges. Addressing these challenges proactively and early can prevent anxiety and inertia, ultimately empowering retirees to take action and enjoy a fulfilling and confident retirement.

In this session, we will engage with two superfund leaders and explore what an effective Minimum Viable Solution for superfunds could look like to support members during the significant life event of retirement while minimising cost, complexity, and legacy risk for their organisations.
Join us as we discuss ideas on innovative approaches that can enhance retirement outcomes and build a secure, confident future for all members.

STEPHAN RICHARTZ
Director, Institutional Client Solutions, Challenger Limited

Panel Members TBA

Challenger limited Session

10:40 MORNING COFFEE & NETWORKING

• Analysis of superannuation maturity in a time of consolidation, competition, and complexity

RICHARD DUNN
Lead Author and Principal, Mercer Australia

• How the superannuation and investment industries view volatility
• What volatility is and what volatility is not
• The cost of managing volatility
• The critical choice of investment options before and after retirement
• Past performance and future returns

KYLE RINGROSE
Principal Consultant Athena IOC

PANEL MEMBER:

JACKI ELLIS
Head of Retirement, Aware Super

Other Panel Members TBA

12:40 NETWORKING LUNCH

• Overview of global challenges
• Review of post-retirement products
• What lessons can be learned from other jurisdiction

CIAN O'DRISCOLL
Country Manager, Financial Risk Solutions (FRS) Ltd

PATRICK CLARKE
General Manager, Retirement Solutions at Generation Life

14:30 AFTERNOON TEA

• What are some examples of recent trends and innovations in retirement income products.
• What are their pros and cons versus more traditional products and how do the new features improve outcomes for retirees?
• How do they address behavioural considerations to help overcome the historic resistance to buying annuities?
• How do they help improve financial and longevity literacy to generate higher levels of market acceptance?
• What is the role of digital tools and advisers in helping to distribute these new products?

PANEL MEMBERS:

BEN HILLIER
General Manager Retirement Solutions, AMP

BRNIC VAN WYK
Head of Asset Liability Management, Australian Retirement Trust

LOUISE ARACAS
Senior Product Manager, Retirement Member Experience, AustralianSuper

MODERATOR:

ANDREW BOAL
Partner, Deloitte, Chair of Retirement Strategy Group, Actuaries Institute Australia

• Differences between the retirement and accumulation phase
• Role of investments within retirement solutions
• Designing portfolios for use as ‘building blocks’
• Structuring the investment function to support a retirement income strategy

ASSOC. PROF. GEOFF WARREN
Research Director, Conexus Institute and Associate Professor, ANU

Super Funds discussing how they measure success of their Retirement Income strategy. Product outcomes, member confidence, retirement adequacy can be prompts.

ANGELA HARTL
Principal, Retirement Consulting, Mercer Australia

JOSEF PILGER
Former Global Pension and Retirement Leader, EY

Panel Members TBA

8:20 DELEGATE REGISTRATION AND COFFEE

8:55 OPENING REMARKS FROM CHAIR

• Challenges hampering the development of retirement income strategies
• Why licencing funds to operate in the retirement phase can overcome many challenges
• How retirement licensing might work
• Potential consequences and issues to be addressed

DAVID BELL
Executive Director, The Conexus Institute

• How can we (super fund/advice/product manufacturer) make the best for a retiree/household on full age pension
with $75-$150k in super

PANEL MEMBER:

JON SEDAWIE
Principal Retirement Product, AustralianSuper

Other Panel Members TBA

10:30 MORNING COFFEE & NETWORKING

• Understanding how reducing your Account Based Pension balance need not reduce retirement income
• The correlation between reducing ABP balance and increasing the age pension
• The limits within which retirees should plan
• Why spending on once off bucket list items may be affordable
• Enhancing age pension entitlements through use of the Home Equity Access Scheme

JEREMY DUFFIELD
Co-Founder & Director, SuperEd and Retirement Essentials

Explore ways for us to better understand the true member journey across planning, at / transitioning and in retirement phases to enable funds to help members achieve their retirement goals through:

• Effective engagement - Help, Guidance, advice and solutions
• Remove operational inefficiencies
• Highlighting structural / regulatory changes required to ensure we develop the best pension system in the world

MODERATOR:

MARK SPRING
Merger Transition – Executive Sponsor, Active Super

PANEL MEMBER:

JOSHUA COOTE
Principal – Operational Excellence, Telstra Super Pty Ltd

SAM HIGGIE
Head of Retirement at Equip Super

KATE ROLF
Retirement Strategy and Experience Lead, Aware Super

EMMA HIGGS
Special Counsel, Mills Oakley

12:40 NETWORKING LUNCH

• It is often suggested that Australians 'do not like annuities'.
• UNSW research finds that close to 60% of Australians at around retirement age are 'unaware' of any lifetime income product.
• Only 27% of our representative sample feel capable of making a decision about these products.
• Communication and interventions to build awareness, interest and capability of lifetime income products is essential.

KATJA HANEWALD
Associate Professor, CEPAR Associate Investigator, UNSW Business School

HAZEL BATEMAN
Deputy Director, ARC Centre of Excellence in Population Ageing Research

HARRY CHEMAY
Superannuation & Wealth Management Consultant

MODERATOR:

DIRK DOBBS
Independent Consultant, Enablise

PANEL MEMBERS:

ANDREW GALE
Chair - Help, Guidance and Advice Working
GroupChair - Help, Actuaries Institute

THABOJAN RASIAH
Founder, Principal Adviser,
Rasiah Private Wealth Management

Registation Packages
IN-PERSON ATTENDANCE REGISTRATION COST - SUPER EARLY BIRD REGISTRATION:
Register by 30th July 2024
$2495 + GST
IN-PERSON ATTENDANCE REGISTRATION COST - EARLY BIRD REGISTRATION:
Register before 30th August 2024
$2695 + GST
IN-PERSON ATTENDANCE REGISTRATION COST - NORMAL REGISTRATION:
Register after 30th August 2024
$2895 + GST
IN-PERSON ATTENDANCE - UNLIMITED GROUP TEAM REGISTRATION :

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

VIRTUAL ATTENDANCE REGISTRATION COST - SUPER EARLY BIRD REGISTRATION:
Register by 30th July 2024
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION COST - EARLY BIRD REGISTRATION:
Register before 30th August 2024
$1895 + GST
VIRTUAL ATTENDANCE REGISTRATION COST - NORMAL REGISTRATION:
Register after 30th August 2024
$1995 + GST
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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