VIC State Forum

VIC State Forum
Building blocks to better super

Thursday 11 August 2022, 9.00am – 6.00pm AEST

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It's happening! We're excited to announce the launch of the inaugural Victorian State Forum and hope you can join us for this timely information-packed event.

Designed BY the industry FOR the industry, the Forum's full day's program will focus on the key topics and challenges impacting superannuation. Experts and leading practitioners will share their specialist knowledge and hands-on experience across such areas as:

  • Canberra politics from an insider's perspective
  • financial advice changes and how trustees can deliver for members
  • what APRA regulated funds can learn from SMSFs
  • reviewing the first year of the YFYS reforms
  • investing in crypto for super funds
  • differentiating in a world of commodified super
  • managing long-term investment performance in a Net Zero world
  • how super could work better for women
  • what rising inflation means for trustee priorities
  • competition related risks for trustees in takeovers and acquiring private and public assets
  • developing and maintaining a retirement income strategy for better retiree outcomes.

Don’t miss this opportunity for a comprehensive overview of what's happening in super and of course, connect with your colleagues and peers in person.

Hope to see you there!

Program details

9.00am – 9.30am - Registration
9.30am – 9.40am

Welcome and opening remarks

9.40am – 10.00am – Session 1

An insider’s view of Canberra

Former staffer and Treasury official, Glen McCrea, will give an insider’s view of working in Canberra along with his insights as ASFA Chief Policy Officer, on the current political climate, including the recent election.

Find out how the super industry might be affected by legislative and regulatory change over the next three years, and how the election outcome flows through to super issues such as climate change and wider ESG priorities, gender equity, economic issues including inflation, wages and capital investment.   

This session will assist you with strategic planning, resource management, risk and compliance management, project prioritisation as well as with investment strategy and management.

10.00am – 10.30am – Session 2

A new page for financial advice

Focusing on the challenges superannuation trustees face in satisfying member needs for financial advice, at scale and efficiently, this session will explore the use of technology and member self-service tools, and how these can be augmented with more comprehensive options where appropriate. 

10.30am – 10.50am - Morning tea
10.50am – 11.30am – Session 3

Climate risk and long-term performance

The superannuation industry is joining with global counterparts in making net zero climate commitments. This session will focus on the considerations that funds must take into account in embarking on this journey while managing the risks to retirement savings, how to measure and monitor progress including engagement with and impact on investee companies, and how to engage and communicate outcomes to members. 

Understand why making a net-zero commitment is important for super funds and gain an overview of the practical steps and considerations involved.  

Explore how to develop and implement a net-zero strategy that is aligned with your fund’s overall objectives, and some of the challenges and opportunities along the way.

11.30am – 12.10pm – Session 4

Your Future, Your Super – A look at the first year

This session will explore the expectations vs the experience of the YFYS reforms, in particular the performance tests and what might change under the new government.

12.10pm – 1.10pm - Lunch
1.10pm – 1.50pm – Session 5

Differentiation in a world of commoditised super

The introduction of stapling has raised the bar on superannuation choice and ongoing industry consolidation and rebranding means that some long held affinities and relationships are changing.  In this session hear from those outside of the super industry with similarly commoditised products - and how they have sought to differentiate their offer to increase their attraction to consumers. 

A thought-provoking and insightful session to inspire heads of business growth, and those in product and/or marketing roles, responsible for developing acquisition and retention strategies.

1.50pm – 2.20pm – Session 6

What lessons can APRA-regulated funds learn from SMSFs?

With APRA regulated funds increasingly offering direct investment options for members, what can they learn from SMSFs?

This session will explore issues such as more flexible beneficiary nominations, giving members a greater sense of control and low fees in retirement phase.

2.20pm – 2.30pm – Lightning talk

A younger member’s perspective on how super could work better for women

With women spending less time in the workforce than men (having children and caring for family) as well working in lower paid industries and often part-time, addressing the gender superannuation gap continues to be a work in progress. PwC’s Dulare Perera will share her perspective on how super might work better for women.

2.30pm – 3.10pm – Session 7

Inflated expectations

An overview of the current and longer-term economic outlook including the concern about rising inflation. The session is looking to address what superannuation funds and members needs to consider in terms of the economic uncertainty and rising inflation.  

Learn practical steps to help manage member expectations and reflect on how to communicate to members considering the economic uncertainty and the fear of a possible recession, the rising cost of living and inflationary pressures.

3.10pm – 3.30pm - Afternoon tea
3.30pm – 4.05pm – Session 8

Investing in crypto for super funds

What are the opportunities and risks that trustees of superannuation funds should be thinking about when considering crypto assets and the fund’s investment strategy and operations?

This session will help you develop an understanding of the driver for the increase in demand for investing in crypto assets, and the risks and challenges that APRA regulated superannuation trustees should consider in considering crypto as an investment.

4.05pm – 4.40pm – Session 9

So, we have a retirement income strategy – now what?

Practical considerations in developing and maintaining a retirement income strategy that leads to better retirement outcomes for members by helping them achieve and balance the following objectives: 

  • maximise their retirement income
  • manage risks to the sustainability and stability of their income
  • have some flexible access to savings during retirement.

4.40pm – 4.45pm – Closing remarks

4.45pm – 6.00pm - Networking drinks

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Event details

Thursday 11 August 2022
9.00am - 6.00pm AEST

Register »

Price (inc GST)

Member: $825
Non-member $1,073

Group price:
Member group of 5: $3,715
Non-member group of 5: $4,830


PwC Melbourne
2 Riverside Quay
Southbank VIC 3006

Event partner


Venue partner


CPD Points

This event qualifies for 5 Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.