Post Retirement Conference, 2015
 

Day 1 - March 10, 2015
Day 2 - March 11, 2015
Ivy Ballroom
Sydney, NSW

DAY ONE: FOR SUPERANNUATION FUNDS

There is growing call for more Australians to be either encouraged or compelled to take their superannuation savings as an income rather than as a lump sum. The Post Retirement Conference will showcase the new products being created to cater for these needs and will discuss the approaches to investment, strategy
and communication employed. This conference is suitable for the senior executives of superannuation funds,
trustees and their advisors.


DELEGATE PROFILE
  • Chief investment officers
  • Portfolio managers
  • Institutional investors
  • Investment consultants
  • Super fund mid tier executives
    • member retention
    • product development and innovation
  • Funds management

DAY TWO: FOR ADVISERS, DEALER GROUP AND PLATFORMS

The Post Retirement Conference Advisers’ Day focuses on the key strategic issues faced by financial planners and advisers to individuals and the trustees of self-managed superannuation funds, including superannuation accumulation strategies, through transition-to-retirement (TTR) strategies, retirement planning, estate planning and aged-care issues. It will also highlight the emerging issue of managing the emotional and psychological transition for clients moving from full-time (or part-time) work to full-time retirement. It will cover the technical aspects of all of these issues, as well as some of the practice management issues that arise from dealing with a cohort of clients that very commonly has a diminishing asset base.

DELEGATE PROFILE
  • Financial planners
  • Financial advisers
  • SMSF specialist advisers
  • Dealer heads and executives
  • Platform executives
  • Funds management