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Tue, 04 June

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RACV City Club

Superannuation Round Table

What do fit for purpose, cost effective operating models into the next decade look like for smaller superannuation funds to best serve the future needs of members?

Superannuation Round Table
Superannuation Round Table

Time & Location

04 June 2024, 12:00 pm – 2:00 pm AEST

RACV City Club, 501 Bourke St, Melbourne VIC 3000, Australia

About the event

The roundtable will be co-facilitated by:

  • Jenni Harding, Managing Director, Harbridge Optimal Performance
  • Andrew Proebstl, former Chief Executive, legalsuper

1. Setting the scene (12.00pm – 12.20pm)

Jenni & Andrew will make some opening observations about the current and future landscapes to set the scene for the roundtable’s discussion.

Drivers

  • Costs/scale
  • Regulator pressure to merge
  • Continuous increase in compliance and member service burden combined with an expectation that costs/fees be kept down
  • Member experience
  • Playing to strengths (not trying to compete with the behemoths via internal service offerings)
  • Minimising risk
  • Raising standards
  • Best practice (from efficient/effective to positively deviant)
  • Wholistic approach
  • Points of difference
  1. Competitive advantage
  2. Able to be nimble relative to the behemoths
  3. Closer to members
  4. Cost savings

2. Informal lunch (12.20pm – 12.40pm)

3. Break-out workshop (12.40pm – 1.20pm)

The attendees will break into two groups, facilitated by Jenni and Andrew.

Group #1: Which services lend themselves to being delivered via a collective service capability? Which don’t lend themselves to being delivered via a collection service capability and why?

Group #2: Challenges and opportunities for smaller funds over the next decade in the landscape of increasing challenge by regulators and growing competition from the mega funds.

4. Feedback from break-out workshops (1.20pm – 1.40pm)

The groups will report back to the full group with findings and issues arising to be discussed.

5. Next steps (1.40pm – 2.00pm)

Having regard to the findings of the roundtable, gauge the interest of attendees in progressing the opportunities arising from discussion at the roundtable.

We look forward to welcoming you to a fruitful roundtable discussion and workshop.

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