The Future of Superannuation

As one of the largest and most prestigious conferences on every superannuation executive's calendar, this event will bring together more than 200 executives including Chiefs and Divisional Heads at Australia’s largest superannuation funds across the country. 

The Summit will provide unparalleled networking opportunities and drive dynamic conversations around regulatory changes, opportunities and challenges shaping the superannuation industry today and will map out tomorrow's innovative advancements in business-enabled technology.

The Summit will address questions such as: 
•    How will the taxation reform affect super funds in 2016 and beyond?
•    What is the emerging role of super funds in delivering post-retirement products?
•    What are the merits or otherwise of allowing MySuper products to compete with default super contributions?
•    What are the emerging trends in disruptive technologies?

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Agenda

The Future of Superannuation

Date: Thursday 26th May

Venue: The Hilton, Sydney

Time: 8:30am - 5:00pm

8:30am - 8:55am

Registration

9:00am - 9:10am

Chairman's Opening Remarks

Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review & FST Media

9:10am - 9:30am

Opening Keynote Address - 20 Years Old but not Mature

What Trends will Revolutionise the Superannuation Ecosystem?

Hon Kelly O'Dwyer, Assistant Treasurer

9:30am - 9:50am

The Federal Opposition’s Approach to Financial Services and Superannuation

Jim ChalmersShadow Minister for Financial Services and Superannuation 

9:50am - 10:20am

Leader Panel Discussion – How will the Policy Reforms Affect Super Funds?

 

  • Debating the superannuation tax concessions
  • Finding the balance between improving the system and offering stability
  • What will the impact of new taxation be on super funds?

 Glen McCrea, Chief Policy Officer, ASFA 
 Andrew Boal, Managing Director, Willis Towers Watson
 Russell Mason, Partner, Deloitte

10:20am - 10:40am

The Future of Superannuation – A Post-Budget analysis

Sally Loane, Chief Executive, Financial Services Council

10:40am - 11:10am

Morning Tea

11:10am - 11:30am

The Future of Robo-advice for Superannuation

 

  • Upstream planning and downstream advice – A happy marriage
  • Building customer loyalty and providing consistency of delivery, supply and quality through the robo mechanism
  • A rules-based engine – Managing risk and taking into account regulatory requirements to provide quality results
  • Lowering the cost of advice to your clients through automation

 John O’Connell, Chief Investment Officer, Macquarie Group
 

11:30am - 12:10pm

CEO Panel Discussion

 

  • Reforming super taxation – how does the industry react?
  • How can the system ensure members accumulate sufficient super for retirement?
  • What are the key policy priorities for 2016-2017?
  • What innovative trends in technology will arise in the future and will it disrupt or enable the industry?

 Michael Pennisi, CEO, QSuper
 Christopher Davies, CEO, Telstra Super
 Alex Hutchison, CEO, EISS Super
 Michael Clancy, CEO, Qantas Super
 Andrew Proebstl, CEO, Legal Super

12:10pm - 12:30pm

The Quantum Mechanics of Retirement Income Solutions - how to Prepare to be in Two States at the Same Time

  • Retirement Income products are emerging as the new frontier in Wealth Management
  • Exploring the systems and solution architecture in order to establish, distribute and deliver emerging product solutions

John Burke, Head of Strategic Engagements, Bravura Solutions

12:30pm - 1:30pm

Networking Lunch

1:30pm - 1:50pm

Re-shaping the Delivery of Post-Retirement Products

  • What is the emerging role of super funds in delivering clearer projections on post-retirement products?
  • What is possible in the next generation design of post-retirement products?
  • What are the economic impacts of an ageing population for the super industry?

Melinda Howes, General Manager Superannuation, BT Financial Group

1:50pm - 2:20pm

Digital & Member Experience Leaders Panel Discussion

 

  • Improving member insights and communication through the use of sophisticated tools & technology
  • Enhancing product creation & delivery through innovative development, design and improved operation
  • Delivering high standards of customer service to members through integrated super administration

 Justin Sadler, Executive Officer Member Relationships, Equip Super
 Michael Weeding, Digital Director, AMP
 Clarissa Keil, Head of Customer Insights & Analytics, Digital Experience, Sunsuper

 

 

2:20pm - 2:50pm

Afternoon Tea

2:50pm - 3:10pm

Re-shaping Service through Product Development & Digital Transformation

 

  • Operating ahead of the technology curve – understanding consumer-driven trends and demands
  • The emerging role of super funds in delivering clearer projections & design on post-retirement products
  • How can leaders operationalise and commercialise innovation?

 Tim Anderson, Executive Manager Marketing & Product,  UniSuper

3:10pm - 3:40pm

The Economist Panel Discussion

​​Moderated by: Julian Pearce, Chair, Economic and Finance Advisory Committee, Queensland University of Technology

Panellists:

Stephen Halmarick, Head of Economic and Market Research, Colonial First State Global Asset Management
Scott Haslem, Chief Economist, UBS
Stephen Walters, Chief Economist, Australian Institute of Company Directors

 

 

3:40pm - 4:00pm

Women and Super - Reducing the Gap in Retirement Savings

  • Reforming the super tax system to keep pace with modern work force & society and achieve equity
  • Reviewing the changes to the Low Income Super Contribution
  • How funds can support the increase of women's economic dependence 

Georgina Williams, Group Executive - Engagement Advocacy and Brand, AustralianSuper

4:00pm - 4:05pm

Chairman's Closing Remarks

Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review & FST Media

4:05pm - 5:00pm

Networking Drinks