Workshop Program

Workshop Sessions 1, 11.15am - 12.15pm, Thursday 4 August

Room 1

Partner: PwC

CEO Roundtable: 2011 FSC/PwC CEO Survey - preparing for the change - CEO's only

Discuss and debate the key survey findings with our panel, which will be chaired by Andrew Wilson (PwC Wealth Management Leader) and will include John Brogden (CEO, Financial Services Council) and three industry CEO’s.
This workshop will cover the key issues facing the nation and the industry – ranging from Australia’s opportunities in Asia and infrastructure policy to the Stronger Super and Future of Financial Advice reforms.

  • John Brogden, Chief Executive Officer, Financial Services Council
  • Andrew Wilson, Partner, PwC

Room 2

Partner: Touchstone

LIFE INSURANCE: Unfair contract terms - implications for life insurers

This workshop will explore the application of legislation governing unfair contract terms to insurance contracts and its potential impact on the industry.

  • Michael Vrisakis, Partner, Freehills
  • Cathy Duloy, General Counsel, Tower Australia Limited

Workshop Sessions 2, 1.15pm - 2.15pm, Thursday 4 August

Room 3

Partner: PwC

SUPERSTREAM

The reform will revolutionise the way superannuation accounts are opened and maintained. This workshop will canvass the implications of account consolidation for members and providers.

  • Alyson Clarke, Head of Government and Industry Affairs, BT Financial Group
  • Phil Hogan, Regional Head - Australia and New Zealand, DST Global Solutions

Room 4

Partner: Touchstone

Banning conflicted remuneration

This workshop will explore in detail the proposed ban on conflicted remuneration - including commission, volume related payments to advisers and soft dollar.

  • Michael Vrisakis, Partner, Freehills
  • Richard Batten, Partner, Minter Ellison

Workshop Sessions 3, 2.30pm - 3.30pm, Thursday 4 August

Room 3

Partner: PwC

'A new tax system for MITs'

 The Government has announced the commencement of a New Tax System for Managed Investment Trusts from 1 July 2012. This session will outline the impact of the changes to the industry.

  • Ken Woo, Partner, Tax Financial Services, PricewaterhouseCoopers

Room 4

Partner: Touchstone

Superannuation investment risk reporting

This workshop will provide an overview of the FSC/ASFA Risk Measure Guidance Paper. The Guidance Paper was developed following an APRA request that the two bodies provide a consistent methodology for the calculation and disclosure of investment risk to superannuation fund members.

  • Anthony Serhan, CEO, Morningstar
  • David Hutchison, Head of Product Development, MLC Investment Management