Transforming superannuation, wealth & advice

Remodeling superannuation, wealth & recommendation

Tremendous & Wealth Summit

  • Date: Tuesday 31 October, 2023
  • Location: Grand Hyatt Melbourne
  • In-person, digital and enterprise passes accessible
  • Register at this time

As hundreds of thousands of Australians method retirement a various cohort of buyers is quick rising, and the wealth administration and superannuation sector is enjoying an essential function in supporting the nation’s monetary wellbeing. But there are main coverage modifications occurring, together with further tax on superannuation balances over $3 million, an overhaul of monetary recommendation guidelines and stress from regulators to ship higher retirement merchandise.

At The Australian Monetary Evaluation Tremendous & Wealth Summit we’ll press trade leaders for his or her views and insights on funding technique, regulatory change and coverage settings, in addition to exploring wealth and recommendation developments.

Key themes:

  • Superannuation, retirement and coverage
  • Implementation of superannuation reforms
  • Regulation of monetary recommendation
  • Chief Funding Officer technique
  • Greenwashing and rising regulatory dangers
  • ESG and sustainable funding
  • Subsequent era retirement revenue options
  • Distribution and digital engagement
  • Wealth developments and rising buyers

That includes:

  • Wayne Swan, Chair, Cbus Tremendous
  • Bernard Reilly, CEO, Australian Retirement Belief
  • David Bryant, Chair, Monetary Providers Council; president, Pacific Area and CEO, Australia, Mercer
  • Alexis George, CEO, AMP
  • Renato Mota, CEO, Insignia Monetary
  • Vicki Doyle, CEO, Relaxation
  • Margaret Cole, deputy Chair, Australian Prudential Regulation Authority
  • Neil Brown, funding and wealth administration sector chief, Deloitte Australia
  • Maria Lykouras, CEO, JBWere Australia
  • Michael Dundon, CEO, CareSuper
  • Debby Blakey, CEO, HESTA
  • Deanne Stewart, CEO, Conscious Tremendous
  • Kelly Energy, CEO, Colonial First State Superannuation
  • Peter Chun, CEO, UniSuper
  • Shawn Blackmore, Chief Retirement Officer, AustralianSuper
  • Claire Adams, Companion, Deloitte Australia
  • Andrew Alcock, CEO, HUB24
  • Adrian Stewart. CEO, Allianz Retire+
  • Ian Patrick, chief funding officer, Australian Retirement Belief
  • Jason Steed, head of Australian analysis & Australian Fairness, ESG strategist, J.P. Morgan
  • Lucy Steed, CEO and co-founder, Melior Funding Administration
  • Rochel Hoffman, associate, Deloitte Australia
  • Keith Cullen, founder and MD, WT Monetary Group
  • Brooke Roberts, co-founder and co-CEO, Sharesies
  • Irene Guiamatsia, head of analysis, Funding Tendencies
  • Louise Watson, MD, nation head Australia, New Zealand, Natixis Funding Managers
  • Chris Brycki, founder and CEO, Stockspot
  • Christine Cupitt, CEO, Council of Australian Life Insurers
Author: ZeroToHero

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