Overview – Tuesday – March 31

8:30am – 9:00am

REGISTRATION

9:00am – 9:10am

WELCOME

9:10am – 9:55am

WORD FROM THE POLICY MAKERS AND THE REGULATORS

With the productivity commission examining income in retirement, a regulated code of ethics for advisors, default retirement products and a review of escalating the SG, there is much uncertainty across the industry. This session explores the thinking of Australia’s top regulatory bodies on what to expect for 2020 and beyond.

Dante De Gori

Chief executive, Financial Planning Association

Hon Jane Hume

Assistant minister for superannuation, financial services and financial technology

Chair

David Bell

Researcher, UNSW

9:55am – 10:40am

WORKING TOGETHER TO IMPROVE ADEQUACY IN RETIREMENT

Australia has a world class accumulation superannuation system but with considerable imbalance across gender, employment type and education. Talking with superannuation funds, professional advisors and consultants, this session will explore what can be done to promote education, adoption of good habits and sharing of knowledge to promote a more even degree of dignity in retirement.

Nick Callil

Head of retirement solutions, Australia, Willis Towers Watson

John Daley

Chief executive officer, Grattan Institute

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

10:40am – 11:10am

MORNING TEA

11:10am – 11:40am

INTERNATIONAL CASE STUDY: FIRE SIDE CONVERSATION

Australia has a world class accumulation superannuation system but lags other systems when it comes to providing income in retirement. This session considers what the Australian retirement industry can learn from the best in the world in the context of the recent International Centre for Pension Management’s ‘From MySuper to MyRetirement’ report.

Andre Snellen

Employer chair, Pensioenfonds Detailhandel

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

11:40am – 12:25pm

PORTFOLIO CONSTRUCTION IN RETIREMENT

The global macroeconomic environment is different to a generation ago. With cash rates close to zero, and debt instruments diminishing in both yield and defensive characteristics, it is becoming harder than ever to construct income portfolios for retirees.

Veronica Klaus

Head of investment consulting, Lonsec Research

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

12:25pm – 1:00pm

RETIREMENT IS CANCELLED: CHALLENGING THE STEREOTYPES

Retirement is only a recent phenomenon in history and has acquired a number of preconceptions around a typical experience. This hypothetical session asks why we have constructed a stereotype of retirement and if these assumptions are realistic for the future.

Paul Gordon

Principal consultant, Aon Hewitt Australia

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

1:00pm – 2:00pm

LUNCH

Select Stream

2:00pm – 2:40pm

RUNNING A DECUMULATION PORTFOLIO

Dispersion of opinion remains alive and well on the topic of how best to approach accumulation vs decumulation investing, but how different are these two regimes in reality? What does a decumulation investment process look like?  Furthermore, what does a decumulation process look like in a defined contribution regime, and in a guaranteed regime?  What are the perils, the assumptions, and the impossibilities, all of which need to be balanced? This is a practitioner’s discussion on the realities of running a portfolio with structural decumulation.

Jacki Ellis

Portfolio manager retirement strategies, First State Super

Chris Plater

Chief executive and chief investment officer, Life at Challenger

Charles Wu

Deputy chief investment officer and general manager DC investments, State Super

Chair

David Bell

Researcher, UNSW

2:00pm – 2:40pm

KNOW YOUR RETIREE

Retirees come in all shapes and sizes – locations, life stages and situations. Hear behavioural and retirement experts pick through unique data that will give advisers a roadmap to and meet the needs their clients in retirement.

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

2:40pm – 3:20pm

THE DATA REVOLUTION

Trends in machine learning and big data have the capacity to change how funds understand and advise their members. This session looks at case studies from the asset owners’ level of how these technologies are being deployed and considers options for development in the years to come.

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

2:40pm – 3:20pm

SECRETS OF RETIREMENT SPECIALISTS

Hear a panel of specialist retirement advisers share their experiences, knowledge and insight at a time when the stakes couldn’t be higher for a larger than ever percentage of the population entering the draw-down phase.

3:20pm – 4:30pm

INTERGENERATIONAL WEALTH TRANSFERS: THE GOOD, THE BAD AND THE UGLY

In this session we consider the challenges associated with estate planning, especially in light of the new code of ethics. The conversation will explore how to reconcile generational conflicts, asymmetric information and local issues such as language barriers, all the while considering who is the ultimate client?

Tim Wedd

Executive director, Crystal Wealth

Chair

Liz Hughes

Principal, Wealthspring Financial

3:20pm – 4:30pm

IN-HOUSE OR THIRD PARTY?

As more and more funds find their members entering retirement age, how do asset owners plan to augment their advice and product offerings? Will they aspire to create in-house teams, outsource their needs to specialists or create a blended approach with maximum choice for members? This session explores the plans and actions of a number of super funds varying in scale, location and service.

Louise Aracas

Senior product manager, retirement, AustralianSuper

Dean Bornor

General manager, advice and education, REST

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

4:30pm

DRINKS AND CANAPES