Room 6 - partnered by

SUPERANNUATION - Stronger Super - less than one year to go!
This session will provide an overview of the suite of MySuper, SuperStream and Governance regulatory changes, the impacts on members and the industry. An update with insights.

• Katrina Ellis, Senior Manager - Policy, APRA
• Warren Chant, Director, Chant West
• Melanie Evans, Head of Superannuation and Platforms, BT Financial Group

Chair: David Knox, Partner, Mercer (Australia)

Room 7 - partnered by 

ADVICE - Advice as a profession
FoFA will deliver a number of significant changes aimed at elevating advice to a profession. This session will consider the changes required of the future financial planner / adviser as a result of:

- The Best Interest Duty;
- Opt-in exemption / Code of Conduct;
- New competency requirements created by the Tax Agent Services Reform Act;
- Changes to ASIC licensing as a result of the removal of the accountants exemptions;   
- Enshrining the term 'financial planner'; and
- ASIC's changes to RG146

• Nick Coates, Senior Manager Consumers, Advisers & Retail Investors, ASIC
• Deen Sanders, Chief Professional Officer, FPA
• Hugh Elvy, Head of Financial Planning, Institute of Chartered Accountants
• Richard Klipin, CEO, AFA

Chair: Steve Helmich, Director, Financial Planning - Advice and Services, AMP Financial Services

Room 8 - partnered by

GLOBAL MARKETS - Assessing the impact of US regulation on the Australian financial services industry
This session will explore the impact of FATCA and Dodd-Frank reforms on the financial services industry in Australia.

• Yong Lee, Executive Director - Financial Services, Ernst & Young
• Nikki Bentley, Partner, Henry Davis York

Chair: Carla Hoorweg, Senior Policy Manager, FSC

Room 9 - partnered by

LIFE INSURANCE - Biggest challenges and opportunities facing the industry. 
The landscape of the life insurance industry in Australia is changing as a result of regulatory reform, market development and customer demographics. Hear from CEOs from Australia's leading life insurers about how the industry will evolve to adapt to these changes.

• Gavin Pearce, Acting Managing Director, OnePath
• Peter Crewe, CEO, AIA Australia
• Jim Minto, Managing Director, TAL

Chair: Claire Machin, Partner, Henry Davis York

Room 6 - partnered by

SUPERANNUATION - Competition in the super industry
This session will consider industry competitiveness including an update from the Commissioner of the Productivity Commission's default fund review. This will include an examination on market trends across all super segments.

• Mike Woods, Productivity Commission
• Linda Elkins, Acting Executive General Manager, Colonial First State
• Maged Girgis, Partner, Minter Ellison

Chair: Andrew Bragg, Senior Policy Manager, FSC

Room 7 - partnered by 

ADVICE - to Intra-Fund or Scale Advice?
One of the government's objectives for FoFA is to deliver more affordable and accessible advice. In this session, hear from the industry participants and the regulator on how advice might be scaled or limited in a post FoFA world? What the key differences and issues are in providing either type of advice?

• Nick Coates, Senior Manager Consumers, Advisers and Retail Investors, ASIC
• Jo-Anne Bloch, Partner - Member Services and Advice Leader - Outsourcing, Mercer
• Greg Miller, General Manger, MLC

Chair: Cecilia Storniolo, Senior Policy Manager, FSC

Room 8 - partnered by 

Getting the best out of your custodian / administrator
Your custodian is a critical part of your asset chain. Starting with the core services of safekeeping and segregation and then extending widely into a range of trading and administration capabilities, your custodian is capable of delivering enormous value to your business and its underlying investors.

But do you really understand what the abilities of your custodian are ? And how to get the best out of them ? And what happens at the edge? Is there an expectation gap which a custodian is legitimately going to find difficult to bridge.

• David Braga, Managing Director - Worldwide Securities Services Investor Services Product, J. P. Morgan Chase
• Leigh Watson, Executive General Manager - Asset Servicing, NAB
• Gordon Little, Director - Client Solutions Asia Pacific, RBC Investor Services
• Martin Carpenter, Managing Director, Citi Transaction Services

Room 9 - partnered by

LIFE INSURANCE - Social Media - fad or the future?
This session will look at emerging trends in social media, how best to engage with a new generation of consumers in this space, risks and rewards, technology developments.

• Roland Slee, Managing Director, Bravura Solutions
• Matthew Gain, Director Brand and Digital Marketing, Endelman
• Carden Calder, Managing Director, Bluechip Communication

Chair: Jennifer Black, Lifewise Media Adviser, FSC

Room 6 - partnered by

SUPERANNUATION - A post-retirement system that meets the needs of elderly Australians.
This session will consider how, in an ideal world, the superannuation and social security systems would interact to manage longevity risk, the post-retirement phase and the needs of elderly Australians.

• Geoff Trollip, CFO, National Seniors Australia
• Richard Howes, Chief Executive, Challenger Life
• Eric Blewitt, COO, Investment Trends

Chair: Blake Briggs, Senior Policy Manager, FSC

Room 7 - partnered by 

ADVICE - the Licensee of the future
Is the Future of Financial Advice reform package a paradigm change for Licensees in Australia? This session will consider how the various aspects of FoFA legislation, regulation and ASIC guidance impacts the Licensee of the Future and advice delivery.

• Marianne Perkovic, Executive General Manager - CBA Advice, CBA Wealth Management Advice
• Grahame Evans, Principal, Mente Pty Ltd 
• Eric Schimpf, Head of Macquarie Private Wealth, Macquarie Bank

Chair: Liz Gray, Partner, Henry Davis York

Room 8 - partnered by

GLOBAL MARKETS - Asian region funds passport: Where to from here?
This session will provide an update on the progress and next steps as well as explore the views from across the region.

• David Travers, Managing Director, RBC Investor Services 
• Andrew Wilson, Wealth Management Leader, PwC
• Irene Sim, General Manager - Retail Investor Division, Australian Treasury

Chair: Martin Codina, Director of Policy, FSC

Room 9 - partnered by

LIFE INSURANCE -  NDIS & NIIS What they will look like and what they could mean for trustees and life insurers.

• John Della Bosca, Campaign Director, Every Australian Counts for an NDIS

Chair: Holly Dorber, Senior Policy Manager, FSC