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ASFA Research Webinar

About this event

Join us for this member-exclusive live briefing focused on the well-timed topic of advice in the superannuation sector, with a spotlight on new research findings.

This isn’t just another presentation – this is a chance to be part of an interactive, live discussion, where we will dive into the following topics:

  • The lack of advice sought by members across all age groups
  • The advice gap and its implications for member engagement and retirement readiness
  • The role superannuation funds can play in closing the advice gap by providing tailored, accessible advice to meet the diverse needs of their members

The briefing will be hosted by ASFA CEO, Mary Delahunty, and will feature insights from Andrew Craston, ASFA Director of Economics and Simon Welsh, Director of Research and Reputation at RedBridge Group.

The true value of this briefing is in its live format, where you can engage with the experts directly, ask questions in real time, and discuss how this research impacts your approach to member engagement and advice delivery.

Don’t miss this opportunity to actively participate, shape the conversation, and discuss practical strategies to enhance how you support your members.

Details

1 October, 2024
10:30am – 11:30am

Pricing (incl. GST)

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Mary Delahunty

Chief Executive Officer, ASFA

Speaker Bio

Mary Delahunty joined ASFA this year and her leadership qualities, industry knowledge, and demonstrated commitment to advancing the sector, align with ASFA’s 60-year-long mission to bring the whole industry together to strengthen the effectiveness of the superannuation system for all Australians.

In 2022 she founded Seven Advisory which provides specialist ESG and impact advisory services to institutional investors developing their social license to deliver long-term value. Prior to that she was Head of Impact at HESTA where she was instrumental in shaping strategic policies and responsible investment practices to advance member outcomes in the superannuation system. She was also previously an executive with Link Market Services.

Mary is a member of the Pensions & Investment World Pension Summit International Advisory Board and holds several board positions including in the RegTech and education sectors and was a 2015 Churchill Fellow awarded for international research on gender equity in retirement outcomes.

Mary studied Arts at the University of Melbourne, and later completed a Graduate Diploma of Financial Planning and then a Masters of Applied Finance.

Simon Welsh

Director of Research and Reputation, RedBridge Group

Speaker Bio

Simon Welsh is Director Research and Reputation at social and political research firm, RedBridge Group.

Simon has worked in research for over 20 years, building on his background in cognitive psychology. His specialty is the collection of intelligence on complex and sensitive issues to inform strategy and communications development.

He has worked with many political campaigns, as well as with large private-sector organisations (e.g. BHP, Medibank, AusNet) and not-for-profit and government organisations.  In the superannuation field, Simon has worked with Industry Super Australia, Rest Super, TWU Super and, of course, ASFA.

Andrew Craston

Director of Economics, ASFA

Speaker Bio

Andrew has been with ASFA since 2016, and has responsibility for analysis and research with respect to superannuation policy and the impact of superannuation on the living standards of Australians.

Prior to joining ASFA, Andrew was with the Commonwealth Treasury, including secondments to the Office of National Intelligence and the (Murray) Financial System Inquiry.

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We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.

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Acknowledgement of Country

We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.

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Carmen Beverley-Smith

Executive Director - Superannuation, Life & Private Health Insurance, APRA

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Wed 12 Nov
  • 4:05pm – 5:50pm
  • Pyrmont Theatre

Carmen joined APRA in March 2023 and holds the role of Executive Director, Life and Private Health Insurance and Superannuation.  

She has had an esteemed career in financial services, spanning over 25 years. She has held diverse leadership roles at Westpac and Commonwealth Bank of Australia, including across risk, transformation and change, product and portfolio development, and sales and service. 

Prior to joining APRA, she held the role of General Manager, Risk Transformation Delivery Integration at Westpac. This involved leading the group-wide implementation of a suite of solutions to uplift risk management capability and develop data, analytics and reporting. 

Carmen leads with a values-driven approach and a particular interest in developing and mentoring talent. 

She holds a Bachelor of Commerce and Accounting, is a certified Chartered Accountant and a Graduate of the Australian Institute of Company Directors. 

Amy C. Edmondson

Novartis Professor of Leadership and Management, Harvard Business School

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Wed 12 Nov
  • 4:05pm – 5:50pm
  • Pyrmont Theatre

Amy C. Edmondson is the Novartis Professor of Leadership and Management at the Harvard Business School, a chair established to support the study of human interactions that lead to the creation of successful enterprises that contribute to the betterment of society.

Edmondson has been recognized by the biannual Thinkers50 global ranking of management thinkers since 2011, and most recently was ranked #1 in 2021 and 2023; she also received that organization’s Breakthrough Idea Award in 2019, and Talent Award in 2017.  She studies teaming, psychological safety, and organisational learning, and her articles have been published in numerous academic and management outlets, including Administrative Science Quarterly, Academy of Management Journal, Harvard Business Review and California Management Review. Her 2019 book, The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation and Growth (Wiley), has been translated into 15 languages. Her prior books – Teaming: How organizations learn, innovate and compete in the knowledge economy (Jossey-Bass, 2012), Teaming to Innovate (Jossey-Bass, 2013) and Extreme Teaming (Emerald, 2017) – explore teamwork in dynamic organisational environments. In Building the future: Big teaming for audacious innovation (Berrett-Koehler, 2016), she examines the challenges and opportunities of teaming across industries to build smart cities. 

Edmondson’s latest book, Right Kind of Wrong (Atria), builds on her prior work on psychological safety and teaming to provide a framework for thinking about, discussing, and practicing the science of failing well. First published in the US and the UK in September, 2023, the book is due to be translated into 24 additional languages, and was selected for the Financial Times and Schroders Best Business Book of the Year award.

Before her academic career, she was Director of Research at Pecos River Learning Centers, where she worked on transformational change in large companies. In the early 1980s, she worked as Chief Engineer for architect/inventor Buckminster Fuller, and her book A Fuller Explanation: The Synergetic Geometry of R. Buckminster Fuller (Birkauser Boston, 1987) clarifies Fuller’s mathematical contributions for a non-technical audience. Edmondson received her PhD in organisational behavior, AM in psychology, and AB in engineering and design from Harvard University.

 

Daniel Mulino MP

Assistant Treasurer and Minister for Financial Services

Sessions

Keynote 8 – Navigating the energy transition: opportunities, investor strategies and policy needs

Wed 12 Nov
  • 4:05pm – 5:50pm
  • Pyrmont Theatre

Born in Brindisi, Italy, Daniel was a young child when he moved with his family to Australia. He grew up in Canberra and completed his first degrees – arts and law – at the ANU. He then completed a Master of Economics (University of Sydney) and a PhD in economics from Yale.

He lectured at Monash University, was an economic adviser in the Gillard government and was a Victorian MP from 2014 to 2018. As Parliamentary Secretary to the Treasurer of Victoria, Daniel helped deliver major infrastructure projects and developed innovative financing structures for community projects.

In 2018 he was preselected for the new federal seat of Fraser and became its first MP at the 2019 election, re-elected in 2022 and 2025. From 2022 to 2025, Daniel was chair of the House of Representatives’ Standing Economics Committee in which he chaired inquiries; economic dynamism, competition and business formation and insurers’ responses to 2022 major floods claims.

In 2025, he became the Assistant Treasurer and Minister for Financial Services.

In August 2022, Daniel published ‘Safety Net: The Future of Welfare in Australia’, which aims to explore the ways in which an insurance approach can improve the effectiveness of government service delivery.