With financial advisers and superannuation funds separately and in some cases simultaneously developing
solutions for retirees – both those in retirement and those preparing for wealth transfers – this new one-day
conference will aim to bring together best ideas from the retail, wholesale and institutional investment and
advice worlds in a new one-day retirement event.
The first half of the day will deliver on essential investment retirement principles and the second half of the day will be split into two streams, with one stream focusing on the issues prevalent in the financial advice, and the other dealing with issues facing super funds.
Networking - supported by the high -calibre of attendees who were attracted to the conferenceMichael Bergsenior consultant, Rice Warner
Topics discussed were very topical and the speakers were quiteDavid Hartleychair, investment committee, Australian Catholic Superannuation and Retirement Fund
open in their presentations
Re-emphasised to the audience that financial advice is about identifyingTamim Marialassociate adviser, Centric Wealth
your clients goals and helping them achieve the goals
Keeping up to date with current issues and concerns that are affecting other advisersStephen Boydfinancial planner, Telstra Super
Definitely the speakers, discussions around the retirement informationJo Scholzdirector, financial planner, Blue Moon Financial Consultants
and the issue around gender equality was also really great
Overall content and expertise to add depth to knowledge and practical meaningVicki Martinfinancial adviser, Objective Solutions
The way forward for Australia’s superannuation system is to combine two key pieces of legislation according to Challenger’s chair of retirement income, Jeremy Cooper.