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6 CPD   One day eventOnline
Print   Add to calendar 10/25/2018 08:00 AM Summary of the event

AIST/IFS SUPER FINANCIAL ADVICE SYMPOSIUM

Financial advice in Australia is rapidly transforming, and new legislation enforcing the Hayne Royal Commission recommendations is just one of the challenges facing the sector.

Providing a strategic overview of the reforms, the 2020 AIST/IFS Financial Advice in Superannuation Symposium will deliver robust insights into the future of advice in this changing industry.

From the latest in fintech to the ethical and commercial considerations for advice as a distribution model, the Symposium will take a holistic look at the tools needed to shift member expectations.

To download speaker presentations, please click on the download-font-awesome.png download icon inside the session

 

Presentations

Only occasionally in history do massive demographic changes combine with huge social shifts, and Australia is currently in the midst of one such transformation. While such change impacts everyone, the leaders that will future proof their organisations are those who understand the times, influence the trends and shape the future.

In this session, Social Researcher Sophie Renton will navigate the megatrends transforming Australia and the financial services sector to deliver a snapshot of these changes and how financial advisors through collaboration, innovation and adaptation, can thrive in these times of change.​

Speaker

Sophie Renton | Director of Research, McCrindle 

As the reliance on profit-to-member super funds to provide financial advice grows, the question on how best to capture members’ attention – particularly younger members and those in retirement – has become readily apparent. 

Bringing together a panel of industry experts, this session will examine what solutions funds should be offering to their members in the wake of new reforms to the Code of Ethics.​

Speakers:

Cath Bowtell | Chief Executive, Industry Fund Service
Frank Ceravolo | National Manager Advice Delivery, AustralianSuper
Josh Parisotto | Chief Advice Officer, HESTA

With the uncertainty surrounding how income stream products will progress – either via product initiatives or legislative requirements – this session will examine just how the industry expects new income streams to look.

Featuring insight into the Federal Government’s Retirement Income Review and how that might affect the super landscape, we’ll also hear from an advisor on feedback they’re hearing from clients on a day-to-day basis.​

Speakers:

Darren Beeley | Senior Portfolio Manager, Multi-Asset Group, AMP Capital 
Nick Coates | Head of Research and Campaigns, Industry Super Australia 
Seona Murphy | Director, MFG Advice 

Advice models are being challenged. From questions around subsidising a fee when you’re a profit-to-member fund to the new international players entering the system, how we think about advice as a distribution tool remains a critical discussion. 

Bringing together both the industry and retail models, this session will explore the comparisons between the two, the relationship between advisors and members, and how the distribution model will evolve.

Speakers:

Sue Viskovic | CFP, Founder of Elixir Consulting
Tim Worner | Partner, Deloitte Consulting

The challenge for the advice professionals, and for regulators, is how the sector should adapt and change to meet the demands of members today. As regulators continue their efforts to develop comparable frameworks for advice conduct and a new oversight body managing member complaints, this session will bring together ASIC and AFCA in a discussion on what funds need to be across in the way of new legislations being made in a post Royal-Commission environment.​

Speakers:

Danielle Press | Commissioner, ASIC 
Pamela McAlister | BA LLB, LLM 

Looking at the next decade, we can imagine a whole new world of technological advancements. The next evolution of advice is upon us. What will SOA of the future look like? What future possibilities will technology bring to enhance your advice offering?

This session explains recent technology innovations that enhance the SOA to deliver a superior advice experience for your clients, including how you can produce SOA more efficiently, lowering the cost burden on your fund.​

Speaker:

Benjamin Marshan | Head of Policy and Standards, FPA 

25Feb
Registration
8:00am
Start
8:30am
Finish
4:00pm
Registration
Early Bird
$695.00
Standard Rate
$795.00