Day One - Superannuation Reform
Wednesday 13th October, 2010

8:30
Registration, coffee & networking
REVIEWING THE SYSTEM
8:30
KEYNOTE ADDRESS:
Reviewing financial services & products

  • Strengthening the regulatory regime to ensure that investors
    have confidence in financial products and services
  • Advice in ‘the best interest of clients’ to ensure fully informed
    decisions are made, and to increase competition
  • The role of financial advisors and remuneration models
  • Consumer education and understanding of these financial
    products and services
Bernie Ripoll MP, Committee Chair
Parliamentary Joint Committee on Corporations and
Financial Services
9:10
Reviewing governance, efficiency, structure & operation
to maximise retirement incomes

  • The Cooper Review process
  • Micro-economic reform to ensure better services for
    members
  • Comprehensively reviewing the system
  • Changes to benefit members
Greg Evans, Panel Member
Cooper Review
& Acting CEO
ACCI
IMPLEMENTATION OF REFORM
9:50
Increasing consumer confidence, engagement &
understanding

  • Stability and certainty
  • Promotion of competition through an open and level
    playing field
  • Greater transparency in key areas such as performance,
    pricing, governance and service level
Martin Codina, Director of Policy
Investment and Financial Services Association (IFSA)
10:30
Morning Tea & Networking
10:50
What the new three pillars of retirement savings mean
for you & your clients

  • The new three pillars – Ripoll, Cooper and Henry
  • Examining the challenges advisers need to consider now
    to be best placed to provide quality advice to their clients
    from 1 July 2012
  • Do these reforms change the balance of in-super
    investments vs. outside-of-super savings?
Bryan Ashenden, Senior Manager, Technical Consulting,
Advice & Private Banking
BT Financial Group
11:30
Understanding what reform outcomes mean for the
industry

  • Achieving true efficiency in the superannuation industry
    and reducing product complexity
  • Ongoing strategies to improve member education and
    communications to maximise retirement savings
  • Where are the gaps and opportunities for continuous
    improvement?
David Carter, Executive General Manager, Direct Distribution
Suncorp Life
12:10
Implementation of reform to achieve industry goals

  • Best practice for consumers and planners
  • Consultation with Treasury and industry – where to now?
  • What is the industry going to look like post-2012?
Dante Degori, Head of Policy
Financial Planning Association (FPA)
12:50
Lunch
INCREASING CONSUMER ENGAGEMENT & CONFIDENCE
1:50
Choice architecture – what this means for consumers &
the industry

  • Engaging members and protecting fund members who are
    not actively engaged with their super
  • What the ‘Super System Review’ recommendations mean
    for the industry
  • How will members really be affected by reform?
Associate Professor Hazel Bateman, Director, Centre for
Pensions and Superannuation
University of New South Wales
2:30
The role of advice in superannuation

  • A holistic approach to financial planning
  • Assessment of consumers’ needs
  • Creating suitable advice for consumer financial security
  • Demand for wider investment choices and financial advice
Richard Nunn, Executive General Manager of Advice
& Marketing
MLC & NAB Wealth
3:10
Offering online advice to increase consumer engagement

  • Integrating online tools into your product offering
  • Providing advice in relation to investment options, level of
    contributions and insurance coverage
  • Online advice tool to revolutionise the industry
Robyn Petrou, CEO
ESI Super
3:50
Afternoon Tea & Networking
ALTERNATIVE PORTFOLIO CONSTRUCTION POST-REFORM
4:10
Alternatives in portfolio construction

  • Where do alternatives now sit?
  • Implementation and design of balanced portfolios
  • Building member confidence and addressing member
    concerns
Dr Robert Bianchi, Senior Lecturer, Academic Staff,
Department of Accounting, Finance and Economics
Griffith University
4:50
Re-orientating the value proposition to members

  • Implementation, design and architecture
  • Innovations in asset allocation; use of commodities
  • Alternative strategies post-reform that create long-term
    gains for members
Mathew Kaleel, Founding Partner & CIO
H3 Global
5:30
CLOSING REMARKS FROM THE CHAIR & CLOSE OF DAY ONE