| 9:00 am |
Registration opens |
| 9:30 am |
|
Welcome & Opening Remarks ↓
- Mary Delahunty, Chief Executive Officer, ASFA
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| 9:35 am |
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Session 1: Research Round Up ↓
Gain insights from recent research findings proving greater understanding of the Australian retirement horizon, including the outlook on ‘Household Wealth and Financial Liabilities of Retiring Members’ presented by ASFA, and ‘What I Wish I Knew About Retirement’ from TAL.
- Ross Clare, Head of Research, ASFA
- Shaun Bransdon, General Manager Retirement & Wealth, TAL
- Chair: James Koval, Chief Policy & Advocacy Officer, ASFA
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| 10:10 am |
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Session 2: From Uncertainty to Affordable Certainty: Rethining Life Expectancy in Retirement ↓
Retirement is fundamentally a risk problem – individuals must convert uncertain assets into sustainable lifetime income under multiple sources of uncertainty. This session will explore how we can use insurance offerings for better retirement outcomes.
- Natalie Kim, Head of Structured Solutions, Hannover Re
- Rayna Wiggenhauser, Actuarial Manager – Actuary, Global Longevity Reinsurance, Hannover Re
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| 10:30 am |
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Session 3: Tailoring Retirement Income Streams to Suit Member Preferences ↓
The best practice principles for retirement income highlights that super funds should have a lifetime income stream option available for members. But the question is: “Which one?” This session will look at the options available, indicators of retired members preferences, and review their behaviour to provide guidance on how to select a retirement income stream that is appropriate to the member base.
- Hazel Bateman, Professor, UNSW Business School; Director, UniSuper
- Angela Hartl, Retirement Income Consulting Leader, Mercer
- Ashton Jones, Director of Retirement Innovation, MLC
- Chair: Aaron Minney, Head of Retirement Income Research, Challenger
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| 11:05 am |
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Session 4: ASIC's Moneysmart Program ↓
Gain insights into ASIC’s campaign to educate Australians about their superannuation, and how MoneySmart has been reimagined, with new tools and resources, is providing relevant and accessible information for the next generation of retirees.
- Andrew Dadswell, Senior Specialist – Moneysmart, ASIC
|
| 11:20 am |
Morning Tea |
| 11:50 am |
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Session 5: Designing Better Retirement Pathways for Members ↓
Member-centric retirement pathways are ones that identify and consider core member needs in a determined and strategic way from the point of joining a fund. The result is a better member experience, outcomes and more confident retirees.
- Katherine Salih, Senior Manager, Retirement Proposition, AustralianSuper
- Ben Hillier, Director, Retirement, AMP
- Chair: Shaun Bransdon, General Manager Retirement & Wealth, TAL
Session Partner:
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| 12:25 pm |
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Session 6: How Super Funds Are Responding to Best Practice Expectations ↓
A sector-wide review of the published retirement income strategy summaries of APRA-regulated superannuation funds. With the Best Practice Principles now in place, and APRA’s Retirement Reporting Framework data collection commencing in 2027, this session assesses how the sector has progressed, identifying the likely alignment of current strategies with evolving expectations, and highlights what trustees should prioritise ahead of increasing transparency and scrutiny.
- Emma Higgs, Special Counsel, Corrs Chambers Westgarth
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| 12:45 pm |
Lunch |
| 1:45 pm |
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Session 7: Lifting Retirement Outcomes Through Innovative Advice and AI Tools ↓
Gain insights into the innovative digital advice options currently being launched that enable greater personalisation and access to advice offering the potential to lift members’ retirement outcomes.
- Peter Hogg, General Manager Guidance & Advice, Aware Super
- Gary Wood, Head of Advice, Delivery and Digital, UniSuper
- Matt Willis, Executive General Manager – Platform Growth, HUB24
- Chair: Gabriel Harris, Partner, PwC Australia
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| 2:20 pm |
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Session 8: Demographic Insights into Australia's Generations ↓
The presentation will offer an overview of Australia’s generational cohorts, providing insights into how their defining characteristics shape the behaviours, values, and consumption patterns relevant to the superannuation sector.
- Hari Hara Priya Kannan, Data Scientist & Demographer
- Chair: Ben Hillier, Director, Retirement, AMP
|
| 2:55 pm |
Afternoon Tea |
| 3:30 pm |
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Session 9: From Concept to Confidence: Making Lifetime Income Work in the Real World ↓
Turning lifetime income from theory into practice is complex. In this fireside chat, BlackRock’s James Kingston shares global insights on how retirement income works best when packaged across the whole portfolio. Joined by Erica Hobson from Generation Life, the discussion brings these learnings into the Australian context, drawing on their strategic collaboration over the past year to explore what it takes to build member confidence and build scalable, real-world solutions.
- James Kingston, Head of Retirement, Australasia, BlackRock
- Erica Hobson, Product & Technical Manager, Generation Life
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| 4:00 pm |
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Session 10: Assistant Treasurer's Address ↓
Hear from the Assistant Treasurer and Minister for Financial Services, the Hon. Dr Daniel Mulino MP.
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| 4:10 pm |
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Closing Remarks ↓
- Mary Delahunty, Chief Executive Officer, ASFA
|
| 4:15 pm |
Networking |
