The Future of Superannuation

Super Review, in collaboration with FST Media, is proud to bring to you Australia’s ‘must-attend’ annual event for superannuation executives.

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 of Strategy, Operations, Technology and Member Engagement from Australia’s largest superannuation funds. 

The 7th annual conference will provide unparalleled networking opportunities and drive dynamic conversations around regulatory changes, innovative technological advancements, as well as key opportunities and challenges shaping the superannuation industry today.

Location: Swissotel, Sydney
Date: Thursday 18 May 2017
Time: Registration and arrival tea from 08:30am

 

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Agenda

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08:30am

Registration

09:20am

Chairperson’s Opening Remarks

Chairperson: Nicolette Rubinsztein, Director, UniSuper, SuperEd, OnePath Insurance, Class Limited and the Actuaries Institute Australia

09:30am

Unlocking the Value of Turning Data and Analytics into Insights and Action

  • How can you extract meaningful insights from data analytics to understand customer behaviours and enhance member retention?
  • Acquiring predictive intelligence to reach diverse customer segments at different life stages
  • Coupling AI and real-time data analytics to drive innovation in product design and delivery

Speaker: Todd Stevenson, General Manager, Wealth Management Marketing, Colonial First State

09:55am

Digital Transformation or Business Transformation?

  • What does digital transformation mean for the superannuation business?
  • Why should you care?
  • How to measure the success of digital transformation?

Speaker: Gabriel Ponzanelli, Digital Strategy Director, Sitecore

10:15am

On-stage Interview: Leveraging Digital and Robo-advice to Improve Member Engagement and Retention

  • How super funds can go on the extra mile in understanding customer needs, protecting client data and preventing cyber breaches
  • How will digital and robo-advice continue to shape super product offerings and services?
  • Using algorithmic-advice as a door opener while maintaining the advantage of human interaction

Interviewer: Nicolette Rubinsztein, Director, UniSuper, SuperEd, OnePath Insurance, Class Limited and the Actuaries Institute Australia

Interviewee: Michael Weeding, Director, Digital, AMP

10:45am

Morning Tea

11:15am

Digital & Member Experience Leaders Panel

  • How are super funds translating robo-advice, AI and data analytics to attract more members and improve engagement?
  • What is the next technology game changer that will revolutionise member experience?
  • Harnessing data analytics to reach and nurture relationships with the Gen-Y market
  • What are the crucial skill-sets required to ensure continuous innovation in digital customer experience for super funds?

Moderator: Nicolette Rubinsztein, Director, UniSuper, SuperEd, OnePath Insurance, Class Limited and the Actuaries Institute Australia

Panellists:

Emma Grainge, Head of Brand, First State Super
Tim Anderson, Executive Manager, Marketing & Product, UniSuper
Justin Sadler, Executive Officer, Member Relationships, EquipSuper
Stuart Langeveldt, Head of Member Experience, Qantas Super

 

11:45am

Digital Advice: Engaging All Australians

  • Reaping the benefits of digital advice as the effective and efficient solution for improved engagement
  • How to align the multiple requirements of different divisions within a fund to implement digital advice
  • Successful case studies on attracting, engaging and retaining members, and where to go from here

Speaker: Nic Pollock, Chief Executive Officer, Decimal

12:05pm

Transforming Member Engagement with Digital Strategies

  • Rethinking the design and delivery of digital services for next-generation members
  • Using multiple-channel solutions to communicate effectively with your members
  • How to differentiate your super fund through innovative digital customer experiences

Speaker: Shawn Blackmore, Group Executive - Service and Advice, AustralianSuper

12:30pm

Networking Lunch

1:30pm

A Post-Budget Analysis

Speaker: Sally Loane, Chief Executive, Financial Services Council

1:50pm

The Federal Opposition's Approach to Financial Services and Superannuation

Speaker: Senator Katy Gallagher, Shadow Minister for Small Business and Financial Services

2:10pm

Super Policy Panel

  • Is the Government right to use the superannuation regime as a mortgage deposit savings mechanism?
  • Does allowing older people downsizing their homes to make greater concessional contributions represent a long-term positive or negative?
  • Has the Government left too much super policy on the table with its Productivity Commission exercises?

Moderator: Mike Taylor, Managing Editor, Super Review

Panellists:
Russell Mason, Superannuation Partner, Deloitte
Angie Mastrippolito, Chief Executive, NESS Super
Nick Callil, Head of Retirement Incomes Policy, Willis Towers Watson

 

2:40pm

Afternoon Tea

3:10pm

Economists' Panel

  • The return to surplus – is the Treasurer, Scott Morrison, being unduly optimistic?
  • The long-run impact of the Government’s levy on the major banks – the Budget gain will inflict a lot of pain
  • Are the housing affordability measures really going to work or is it just tinkering at the edges?

Moderator: 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
Besa Deda, Chief Economist, St George Bank

 

3:40pm

The Budget and the Future Direction of Superannuation Policy in Australia

Speaker: Eva Scheerlinck, Chief Executive Officer, Australian Institute of Superannuation Trustees (AIST)

 

4:00pm

Insurers' Panel

  • Insurance inside super – how will insurers adjust to assisting super funds better inform their members about what they get in their policies?
  • Disablement insurance – it has been a challenging sector that has worried the underwriters. Is it back on track?
  • Claims handling – are super funds adequate advocates for their members at claims time?

Moderator: Mike Taylor, Managing Editor, Super Review

Panellists:
Brett Clark, Chief Executive Officer, TAL
Tim Tez, Chief Strategy Officer, AIA
Geoff McRae, Senior Consultant, Rice Warner
 

4:30pm

Chairperson's Closing Remarks

Chairperson: Mike Taylor, Managing Editor, Super Review

4:35pm

Networking Drinks and Canapés

5:30pm

Close of Conference