Thursday, 31 October 2024
Rydges Melbourne

About the Conference

The IFS Advice Conference 2024 is the only dedicated event for financial advice teams working in the superannuation industry, a unique opportunity to tackle complex challenges and learn from peers and subject matter experts.

With the convergence of focus from both the implementation of the Retirement Income Covenant and Quality of Advice Review, all eyes are on the advice strategies and advice functions of super funds to play a greater role in helping members prepare for and retire with confidence. This year’s event will centre on our need to be much more focused on ensuring there is a clear outcome in mind when we consider the role of advice in super. Whether we are talking about client engagement skills, operating processes or licensee standards, being clear about the problem/opportunity we are responding to, and the outcome we are seeking is critical.

Following the conference, there is a celebratory dinner where we will recognise the outstanding contributions of our fund advice teams, including the announcement of winners for the annual IFS Advice Excellence Awards.

Conference Speakers

More speaker announcements coming soon, stay tuned.

Reserve your spot

Early Bird

$700
Ends Wednesday, 31 July 2024
Buy Now >

Regular Pricing

$800
Ends Wednesday, 30 October 2024
Buy Now >

Who should attend

This conference is for anyone in the superannuation industry involved in the delivery of member education and advice.

Conference Sponsors

Platinum
Gold
Bronze

Event Program

8:00
Registration & Networking
9:10
Conference opening
9:10
Best Practice Success Stories
An opportunity to learn from peers and other members of the IFS community with a series of quick-fire presentations. From transformation projects to innovative solutions to niche problems, sharing stories of failure and success will be a unique and valuable experience for those wanting to improve the effectiveness and efficiency of your advice process.

Moderator: TBC
Panel: TBC
10:10
Challenging Business Rules Workshop
Tired of outdated and seemingly pointless business rules? In this session we will give you an opportunity to challenge the status quo, and work with your peers to come up with different and more adviser-friendly solutions to solve the underlying risk assuming…it still exists.
11:30
Morning tea
11:50
Terrible Advice for Excellent Financial Planners – Understanding Consumer Behaviour Science
Drawing on research from Nobel laureates, Hardhat's CEO and Behavioral Science expert, Dan Monheit, will deliver a brief introduction to Behavioral Science while debunking various ineffective practices using peer-reviewed studies. Through real-world examples, Dan will highlight actionable insights derived from Behavioral Science while illustrating how well-intentioned but misguided advice can lead to disastrous results.

Speaker: Dan Monheit
12:50
Lunch
13:30
Retirement Advice – Advice and product…how best do they fit together?
As funds gear up to meet the demands of the Retirement Income Covenant with innovative products, the role for advice teams is set to transform. In a debate format, we tackle the question: 'Shouldn’t longevity products be the default choice for all members?' Two opposing views will take center stage, battling it out for victory—a showdown judged by our audience.

Moderator: Adrian Gervasoni
Panel: TBC
14:30
Showcase: Highlighting Innovative Solutions
Discover an array of cutting-edge solutions during this session, from client engagement tools to advice production and governance platforms, all tailored to tackle the unique challenges encountered by superannuation advice teams, as our moderator interviews industry experts.

Moderator: Pamela Reptis
15:30
Afternoon tea
16:00
Mental Health and High Performance
Curious about mastering mental resilience amidst industry flux and rising client demands? Get insights from Ben Leaver and Nadia Kentera, dynamic business coaches and mental health advocates as they unveil strategies for cultivating enduring career success while prioritising your mental health.

Speaker: Ben Leaver and Nadia Kentera
17:00
Pre-dinner Drinks & Networking
Live entertainment: Baker Boys Band
18:30 onwards
Dinner
18:30
Wankernomics
A guide to Industry Conferences
20:00
Annual IFS Advice Excellence Awards
Each year IFS recognises the outstanding achievements of both individuals and teams, judged by an independent panel. There are eight categories than span different roles and consider both quantitative and qualitative measures.
22:30
Conference Close

Highlights from Last Year

Want to find out more about the Conference, become a sponsor or simply speak to us about the organised sessions, reach out today!
Get in touch