Retirement

The Retirement SIG will enhance participants’ understanding of retirement income solutions available and emerging in the market, with an objective of bringing greater maturity to the decumulation phase in order to improve the retirement outcomes for millions of Australians. 

Upcoming Events

Friday, 2 June 2023   |   11:00AM AEST   |   1 CPD (Topic TBC)

Chair

Jane Dharam, Senior Manager - Investments and Advice Products (Australian Retirement Trust)

Deputy Chair

Sam Higgie - Head of Retirement (Equip)

Previous Topics

• Challenges in assessing retirement income strategies
• Retirement Income Strategy - Learnings, observations, and insights
• Retirement Income Covenant - first iterations of Retirement Income Strategy documents
• Segmenting your membership to develop appropriate and tailored strategies for the membership base
• Retirement Income Covenant – Legislative update and where super funds are at in relation to preparing for its introduction.
• Retirement Income Covenant - Formulating Retirement Income Strategies
• Finally, some new Retirement Income Products to talk about.
• Retirement Income Covenant – Discussion with Treasury.

Recommended Resources

 Retirement Special Interest Group Charter

 Super Talk - Five questions for retirement experts Jane Dharam & Sam Higgie

  Retirement Products Optimum Pensions Stephen Huppert Presentation

  Retirement Products QSuper Lifetime Pension