Claim OwnershipThe Future of Super
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© 2024 Investment Magazine
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This Investment Magazine podcast is an in-depth series of conversations with key decision makers, leaders, agitators and stake holders in policy, regulation and within the superannuation industry at a time when the system is being asked important questions about its purpose, efficiency and ability to deliver appropriate member outcomes.
19 Episodes
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AIA partners with Ending Loneliness Together to combat chronic loneliness, helping improve the mental health and physical health of members and staff by reducing the risk of coronary heart disease, stroke and premature death.
Jeremy Cooper, former chairman, Retirement Income at Challenger, and Kate McCallum, director and wealth adviser, Multiforte Financial Services, bring to life the realities of retirement advice – where it is now, how it can be better and what to retiring Australians really need to know. Both Cooper and McCallum praise Michelle Levy’s Quality of Advice Review for its call for bold reforms in the sector that they believe will remove barriers for more Australians to access good advice.
Speakers: David Knox, senior partner and actuary, Mercer Australia and Deborah Ralston, professorial fellow, Monash University and guardian board member, Future Fund, talk to Julia Newbould, managing editor, Conexus Financial on the need to broaden the super system to increase equity for both PAYG and the self-employed, low income earners, high income earners and home owners , non-home owners, men, women and those who retire voluntarily and unexpectedly.
Skye King, head of ESG and Responsible Investment at NGS Super, and Fiona Mann, head of listed equities & ESG and LGIA Super and Energy Super – now Brighter Super, talk to Fiona Reynolds, chief executive, Conexus Financial about ESG and what it means to investors today. With ESG now in the mainstream, leading superfunds are turning to their relationships with managers to ensure responsible investment considerations are integrated at all levels of decision making. Making sure managers are best in class in seeking out responsible investment considerations is essential to integrating ESG into portfolios.
Despite reporting improved outcomes for members, the release of APRA’s second MySuper performance test results masked the unintended consequences of the test in its current form, experts say.
Superannuation funds are laser focused on the numbers around cost and performance for members, but aren’t always up to par on member experience, particularly post-retirement, experts say. When facing a difficult choice between keeping fees as low as possible or investing some revenue in better systems to help members engage, data shows members are willing to pay for a better experience.
Jacki Ellis, head of retirement segment, Aware Super, Dr David Bell, executive director of The Conexus Institute and Julia Newbould, managing editor, Conexus Financial talk all things retirement income policy. We start with a brief history of retirement income policy, take a look at present retirement income policy and finally explore the principles-based approach of the Retirement Income Covenant which gives funds the flexibility to focus on the best outcomes for individual members despite challenges remaining in measuring success and providing tailored advice.
Cate Wood, a former national chair of Women in Super and past president of the Australian Institute of Superannuation Trustees speaks in depth with Robbie Campo, a Cbus executive and passionate advocate for the economic security of women in retirement about equity in super, why women are still falling behind their male peers, the thorny issue of tax concessions and the problems which will be faced by an aging Australia
Garry Weaven, former ACTU assistant secretary and renowned industry fund builder, calls on funds to build a public case for themselves in preparation for inevitable years of negative returns and for a review into the SMSF sector in a conversation with Stewart Hawkins, editor, Investment Magazine.
Luke Barrett, general counsel at Unisuper and David Gallagher, a visiting fellow at the RoZetta Institute, discuss size, influence & concentration of the superannuation industry in private and capital markets. Moderated by Matthew Smith, managing editor, Investment Magazine.
AIA general manager group distribution, Anthony Clough, and Mercer partner, Tim Jenkins, speak to Investment Magazine’s Stewart Hawkins about insurance in super – how the new stapling rules may affect outcomes for members and what the future holds for insurance products in the industry.
ACSI CEO Louise Davidson and Aware Super CIO Damian Graham speak to Investment Magazine’s Stewart Hawkins about two issues affecting Australia’s super landscape – globalisation and governance. Are super funds in Australia running out of local assets to invest in? If so, where are the opportunities?
Participants:Mercer Super CEO Tim BarberKPMG national section leader for asset and wealth management Linda Elkins Moderator:Stewart Hawkins, Contributing editor, Investment Magazine
Scott Donald, director, Centre for Law, Markets and Regulation, UNSW Law and Damian Murphy, principal consultant, Credas Solutions discuss trustees and the age of accountability. Moderated by Matthew Smith, managing editor, Investment Magazine.
Brendan Coates, economic policy program director, Grattan Institute and Julia Fox, national assistant secretary, SDA Union discuss who's interests superannuation is serving. Moderated by Matthew Smith, managing editor, Investment Magazine.
Mel Munro, Associate Director and Recruitment Specialist, Robert Walters and Michael Moses, Principal and Human Resources Consultant, Mercer discuss how to determine senior salaries in super. Moderated by Stewart Hawkins, contributing editor, Investment Magazine.
David Barnden, principle lawyer, Equity Generation Lawyers and Liza McDonald, head of responsible investment, Aware Super discuss the new risks and obligations of climate change. Moderated by Matthew Smith, managing editor, Investment Magazine.
Andrew Fairley, specialist superannuation lawyer, Hall & Wilcox and Ian Fryer, general manager, Chant West discuss mergers, acquisitions and the great consolidation trend. Moderated by Matthew Smith, managing editor, Investment Magazine.
Tim Wilson, Liberal Party of Australia MP & Saul Eslake, independent economist discuss ideology, economics and the Superannuation Guarantee. Moderated by Stewart Hawkins, contributing editor, Investment Magazine.
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