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Retirement – from Barriers to Breakthroughs Masterclass

Face-to-face workshop: Brisbane 19 June | Sydney 20 June | Melbourne 27 June

The Retirement Income Covenant is placing a positive obligation on trustees to support members in retirement. The focus on the retirement phase by regulators, policy makers, and the industry continues to grow as millions more Australians approach retirement over the next decade. However, barriers and misunderstandings persist. 

This important masterclass, delivered by Craig Cummins, Partner and Superannuation & Asset Management Leader, PwC Australia, Nathan Bonarius, Partner, PwC Australia and Niamh Carey, Senior Manager, PwC Australia, will examine the various approaches being taken by Trustees, leveraging PwC Australia’s latest industry research. It will discuss how to define success when implementing the covenant, outline common barriers, identify challenges, and highlight best practice with case studies and real-life examples. You’ll get practical actionable guidance on approaching retirement solutions holistically, covering strategy, advice, product development and evaluation, and member engagement. 

After this workshop you will be able to: 

  1. Confidently understand in-depth covenant obligations for trustees 
  2. Interpret industry retirement themes and trends across retirement products, advice and member education 
  3. Take practical steps to implement retirement initiatives, including how to avoid common pitfalls 
  4. Apply learnings from case studies and guidelines to develop and evaluate retirement product solutions 
  5. Employ strategies for best-practice member engagement and education. 

It will also be a great chance to network with your peers in person. 

Don’t miss out. Register now. 

Key topics to be discussed
  • Industry approach to implementing the Retirement Income Covenant
  • Retirement product development including barriers and success stories
  • The role of advice in retirement, and retirement specific offerings
  • Member engagement and education best practice.
Who should attend?
  • Trustees and directors  
  • CEOs, and senior management staff  
  • Retirement, product and strategy professionals 
  • Service providers  
  • Those who support the board/trustee function.

Craig Cummins

Partner, Superannuation and Asset Management Leader, PwC Australia

Craig is PwC Australia’s Superannuation and Asset Management Leader, responsible for leading the firm’s market and client initiatives for the industry. With over 30 years’ experience supporting superannuation funds, asset managers and broader financial services organisations, Craig has a genuine passion for this industry and the members it serves. Craig is consulted regularly for advice on the challenges and opportunities the industry faces in relation to strategy, governance, risk management, operations, processes and controls, regulatory compliance and products and servicesHe works closely with industry bodies and engages with regulators on important issues for the industry and the members it serves.

Nathan Bonarius

Partner, PwC Australia

Nathan is a retirement incomes expert having assisted Treasury with the Government’s Retirement Income Review along with numerous public policy submissions and papers on the subject of retirement incomes.  

Nathan has assisted many funds with implementation of the retirement income covenant, member outcomes, DDO, members best financial interests duty and Trustee indemnity capital requirements in recent years.  

Nathan is actively involved in assisting superannuation industry clients with strategic advice, mergers, administration and outsourcing arrangements, financial advice and policy work. 

Nathan is a qualified Actuary (FIAA, CERA) and holds an MBA from Macquarie Graduate School of Management. 

Nathan is actively involved in public policy work and sits on the Actuaries Institute Public Policy Council Committee. Nathan also undertook a six-month secondment to Department of Treasury, Canberra in 2018 and was seconded again to assist with the Retirement Income Review.  

He is the author of several papers on issues in retirement incomes including ‘What is the right level of Superannuation Guarantee?’ presented to the Actuaries Summit in 2019. 

Niamh Carey

Senior Manager, PwC Australia

Niamh specialises in retirement benefits consulting with over 10 years’ experience.  

Niamh has supported funds with the implementation of strategic superannuation regulatory and legislative reforms. This has included both assisting funds with implementation and performing post-implementation reviews in the areas of member outcomes, design and distribution obligations, members best financial interests, and the retirement income covenant. 

Niamh has provided strategic advice on the superannuation administration market and retirement product offerings (including financial modelling of retirement outcomes).  

Niamh is a qualified Actuary (FIAA) and her other work includes actuarial defined benefit liability valuation work, fund merger financial modelling for business cases, merger due diligence, SPS 250 insurance reviews and more general superannuation consulting work. 

Niamh’s key defined benefit clients are state governments, with a focus on data analysis and insights, regulation review, provision of financial modelling and liability valuations. 

How you’ll learn

Three-hour face-to-face workshop.

Register / Enrol

Face-to-face workshop

TypeInc. GST

CPD Points

3 Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.

For all enquiries, contact ASFA Learning.

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