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Super & Wealth Summit

Australia’s most influential leaders in superannuation, wealth and advice, on the changing sector dynamics and who will be managing the money.

Event Partners



Super Consumers Australia’s Xavier O’Halloran says disclosure is not the best form of consumer protection.

ASIC, consumer groups back efforts to simplify financial advice

The corporate regulator and consumer advocates support making financial advice less complex to provide and receive, amid growing alarm about a cost crisis.

  • Aleks Vickovich

Four radical ideas to fix the broken wealth advice model

Industry, regulators and consumer groups agree that the skyrocketing cost of financial advice is not in the national interest, but are split on the many and varied solutions.

  • Aleks Vickovich
Rest Super’s CIO described crypto assets as a “stable source of value”.

Crypto a ‘stable store of value’: Rest Super

The $66b industry super fund will deploy a small portion of the money it manages on behalf of mostly Millennial and Gen Z retail workers to cryptocurrencies.

  • Updated
  • Aleks Vickovich and Jonathan Shapiro

Why it will be harder to afford quality financial advice

A ham-fisted regulatory response has left average Australians struggling to pay for financial planning. Industry players warn the problem will get worse.

  • Karen Maley

The financial advice solution that cuts out advisers

Researchers are creating tools that could offer Australians automated recommendations for their pension and retirement plans – potentially upending the sector.

  • Aleks Vickovich

November 2021

Millennial investors have ploughed new money into Australian ETFs.

How Millennial investors defied the stereotype

At least 200,000 Australians under 40 traded securities for the first time last year, surprising fund managers and spooking global financial markets.

The kind of personal financial product advice provided by traditional financial planners is not the answer for most people.

A retirement algorithm could solve the nastiest problem in finance

A standardised web-based tool can make financial advice affordable and inform retirees about the retirement income products needed to make their super savings last a lifetime.

  • Pamela Hanrahan and David Bell
ASIC chairman Joe Longo.

ASIC’s Longo holds blowtorch to super trustees

The regulator’s new boss, Joe Longo, has reminded super fund trustees their gig isn’t a sinecure, but they have a legal obligation to deliver for fund members.

  • Karen Maley
ASIC chairman Joe Longo spoke about crypto at the Super & Wealth Summit.

ASIC’s warning to crypto investors: you’re on your own

ASIC chairman Joe Longo has urged investors to be careful about investing in crypto assets, admitting the regulator is virtually powerless to intervene and consumers are “on their own”.

  • John Kehoe and Michael Read
Senator Jane Hume: the super industry must move on from the accumulation phase to the de-accumulation phase.

Super system needs affordable financial advice

The paradox of Australia’s superannuation system is that regulatory overreach is getting in the way of everyday Australians seeking financial advice to help maximise retirement incomes.

  • The AFR View
Renato Mota says advice is too often a binary proposition.

Wealth advice model is ‘broken’

Wealth managers and the corporate cop have warned over-regulation has blocked ordinary Australians from getting advice.

  • Aleks Vickovich
ASIC chairman Joe Longo won’t be taking any action any time soon in the world of crypto.

ASIC’s Longo ready to pick his fights (except on crypto)

The new ASIC boss conceded he has no regulatory oversight of crypto assets, in large part because they cannot be classed as financial products.

  • Updated
  • James Thomson
Matt Heine says an education and recruitment void has been left by the banks.

Zoom, digital signatures key to financial advice future

Wealth management experts say the advice sector is crying out for innovation to lower costs and increase access.

  • Updated
  • Jonathan Shapiro
AMP chief executive Alexis George is 100 days into her new role.

Alexis George seeks a cultural reset as she takes on battered AMP

Turning around the beleaguered company is one of the toughest jobs in Australian business, but her heart didn’t skip a beat when she was asked to be its CEO.

  • Sally Patten and Aleks Vickovich
Financial Review Super & Wealth Summit. Michael Lovett, Head of Superannuation, Vanguard Australia

Vanguard ‘confident’ its super fund will be a winner

The financial services giant is laying the groundwork for a multi-year advertising campaign to snag market share from the industry’s leading players.

  • Michael Read
“I hardly hesitated” to take the AMP CEO role, says Alexis George.

AMP’s Alexis George on the value of good advice

It’s the difference between a great retirement and an okay retirement, but the wealth industry hasn’t got it right yet, according to the company’s new CEO.

  • Updated
Kate Howitt from Fidelity at the Super and Wealth Summit

Why Millennials have turned to shares and cryptocurrencies

Financial advisers are struggling to meet new investor demands via outdated and expensive business models while consumers increasing turn to a DIY model.

  • Jennifer Hewett
Deloitte Access Economics principal Chris Richardson (centre), Jeremy Cooper (right) and Debbie Blakey (left).

Rate rises threaten ‘remarkable’ period of super returns

Rising interest rates are set to disrupt the success of Australia’s superannuation system, according to Deloitte Access Economics.

  • Michael Roddan and John Kehoe
Matthew Leibowitz, founder and CEO of online trading platform Stake.

Soaring property prices force young savers into shares

Soaring property prices are helping to fuel the boom in share investing as Millennials and Generation Z seek to accumulate a deposit for a house.

  • Sally Patten
AMP chief executive Alexis George: “It’s not going to be a one-year transformation. It’s going to take time.”

AMP, IOOF can’t answer wealth’s biggest question

How to make financial advice more affordable in a post-Hayne world is a question AMP, IOOF and the broader wealth sector is yet to solve.

  • Updated
  • James Thomson
AMP chief executive Alexis George.

Banks’ wealth exit the right call: AMP CEO

AMP chief executive Alexis George has broken with her predecessors, backing the withdrawal of the major banks from superannuation and financial advice.

  • Aleks Vickovich
Financial Services Minister Jane Hume.

Hume threatens laws to stop bailouts using members’ money

Financial Services Minister Jane Hume threatened new laws to stop superannuation funds from using members’ money to bail out badly behaving directors.

  • Michael Read
Prime Minister Scott Morrison.

Vaccine mandates should be up to businesses: PM

Scott Morrison says mandatory vaccines of certain workforces had been based on medical advice, but individual businesses should decide whether to serve unvaccinated customers; ASIC won’t be a ‘cheerleader’ for cryptocurrencies. Read to see how today unfolded.

  • Updated
  • Natasha Gillezeau
Newly appointed Minister for Women’s Economic Security Senator Jane Hume said getting more women into the workforce, taking on more hours and completing skills training were key priorities.

Crypto no fad, Hume tells RBA

Australia risks being left behind if governments and regulators are too fearful of new technologies, says Financial Services Minister Senator Jane Hume.

  • Updated
  • Ronald Mizen
Seek co-founder Matt Rockman is preparing his family office for an end to a bull market fuelled by cheap money.

How family offices are playing a return of inflation

Matt Rockman is debt-funding start-ups, the Flannery mining family has gone high tech - family offices are preparing for the end of the equity bull market in various ways.

  • Michael Bailey