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RISK 2023Superannuation Risk 2023 Conference
14th-15th June 2023, Sydney
SPONSORSHIP OPPORTUNITYSPEAKING OPPORTUNITY
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Topics Covered at the Conference
  • The changing nature of the superannuation fund risk universe
  • The impact of regulatory changes
  • The risks of investment switching
  • ESG Risk- The risks of falling short of meeting ESG expectations
  • Legislative and regulatory risk – Financing Trustee errors
  • Investment risk from the superannuation member’s perspective
  • The risks to be managed during a fund merger
  • Survival risk: Why APRA has directed some funds to seek mergers
  • Service provider risk- Risks with the limited number of players in key areas
  • YFYS and the impact on superannuation fund risk
  • The risk of a unit pricing error
  • Tax risks- The balance between tax compliance and Trustee responsibilities
    to make tax aware investment decisions
  • The risks of active equity management
  • The risks of ending up in an under performing fund
  • Infrastructure investing – the risks and benefits
  • The risks of missing out on government benefits. Understanding the relationship between Centrelink benefits and superannuation balances
  • Technological Advance & Disruption Risk Management

“Exploring the issues affecting the back and middle office
and ways to optimise your investment operations and improve efficiency”

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RISK 2023 Schedule
Learn schedule, program and topics of the Superannuation Risk 2023 Conference.

Delegate Registration & Coffee

KYLE RINGROSE
Principal Consultant Athena IOC

• The impact of regulatory changes
• Increasing consumer awareness
• Lessons from recent events
• Survival risk
• ESG risk

• How super funds portray investment risk
• Traditional measures of investment risk
• The definition of risk from a member’s perspective
• The key difference between investment risk in the short term and the long horizon of superannuation fund members
• Comparison of investment risks between accumulation and pension members

10:50 MORNING COFFEE & NETWORKING

• Factors to consider before the merger takes place
• Key risks to be documented
• Examples of risks managed during previous mergers
• The risk of “equivalency” failing to meet the regulator’s expectations
• The risks of failing to meet financial targets

• Why APRA has directed some funds to seek mergers
• The impact on members
• The impact on investment strategies
• The pressures on fees
• Potential conflicts of interest for Trustees

12:40 LUNCH BREAK

• The key service providers
• The issues with falling service levels
• Implications of a change in service provider
• Risks with the limited number of players in key areas

• The extent to which YFYS impacts on risk for the Trustees
• Actions required to mitigate the risks
• Unintended consequences of increasing superannuation fund risks
• The other side of the coin – why increasing risks may ultimately benefit members

2:40 AFTERNOON TEA & NETWORKING

• Understanding the risks of switching
• Changing market conditions

• Data and systems interoperability
• Valuation consistency
• Regulatory compliance
• Operational model interdependency
• Key personnel l risk
• Risks with insourced investment management

• Highlights in the view of the panel
• Insights into some of the issues raised in earlier presentations
• Lessons learned
• Points of contention
• Has unit pricing evolved since the introduction of the Guide?
• If so in which areas and has this always been for the better?

Networking Drinks

Delegate Registration & Coffee

KYLE RINGROSE
Principal Consultant Athena IOC

• Examples of historical errors
• The impact on members and the Fund
• Lessons learned
• Common risk mitigation strategies
• Weak links still evident in some areas

• The balance between tax compliance and Trustee responsibilities to make tax aware investment decisions
• Common tax aware strategies and how to ensure compliance with legislation
• The extent to which tax risks are fully understood by
vestment managers
• The gap between investment management skills and tax management skills

• What independent research tells us about the performance of active equity managers
• The costs of transitioning under performing managers
• The risks of internal active management
• The increasing move to more passive strategies
• The impact of fee pressures on active strategies
• The hidden tax impacts of active strategies

11:00 MORNING COFFEE & NETWORKING

• The impact of the Mark McVeigh case
• Implications of ESG on long term investment returns
• Ensuring the fund can demonstrate ESG compliance
• Reputational risk

• The extent to which YFYS can reduce these risks
• How to interpret the available data
• Simple assessment tips
• The financial risk of being with an under performing fund
• The impact of stapling super funds

12:40 LUNCH BREAK

• The correlation between equities and infrastructure in times of market stress
• The liquidity issues
• Concentration risk
• Valuation issues
• The risks of having a single infrastructure member option
• The pros and cons of listed infrastructure trusts

• The income and assets tests
• How superannuation balances can impact either of the tests
• Things to consider in planning for retirement
• How to reduce the risk of a sub optimal outcome for superannuation fund members

2:40 AFTERNOON TEA & NETWORKING

• What we mean by “concentration risk”. Is concentration risk
focused only on investment assets or should it include member liabilities
• The conflict between long term investment strategies and short-term liquidity issues
• The roles of the CIO, the CRO and the Board in managing liquidity and concentration risk
• The role of the RBA in supporting liquidity risk
• The issues with using the large default option as a “banker” for managing liquidity risk

• Highlights
• Insights into some of the issues raised in earlier presentations
• Lessons learned
• Points of contention

Closing Remarks from the chair

RISK 2023 Resource
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Venue Details
Registation Packages
Learn about registation Prices and offers for RISK 2023.
IN-PERSON ATTENDANCE REGISTRATION - SUPER EARLY BIRD REGISTRATION:
Register before 30th November
$2195 + GST
IN-PERSON ATTENDANCE REGISTRATION - EARLY BIRD REGISTRATION:
Register before 28th February
$2495 + GST
IN-PERSON ATTENDANCE REGISTRATION - NORMAL RATE:
Register After 28th February
$2695 + GST
GROUP TEAM REGISTRATION:
Register with Group registration offer

Register & pay for 3 delegates & get unlimited registrations* (*Can attend in-person or virtually

VIRTUAL ATTENDANCE REGISTRATION - SUPER EARLY BIRD REGISTRATION:
Register before 30th November
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION - NORMAL RATE:
$1895 + GST
GROUP TEAM REGISTRATION:
Register with Group registration offer

Register & pay for 3 delegates & get unlimited registrations*
(*Can only attend virtually)

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25
Speakers
186
Days
251
Participants
20
Sessions
1
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