Retirement Strategy Forum 2023 | [i3] Investment Innovation Institute | 28 November 2023 | RACV City Club, 501 Bourke St, Melbourne VIC 3000, Australia

From an superannuation industry perspective, retirement is often tackled in a modular approach, where investment options, financial advice and insurance/guaranteed solutions provide the building blocks to create a strategy from.

But funds would do well to take a more holistic approach here too. Retirees are not interested in the individual building blocks, but have just one simple goal in mind: to draw down enough money to give them a comfortable lifestyle in retirement, without running the risk of depleting their savings before they die.

As such, the challenge of the super industry is to offer strategies that keep this end goal in sight at all times.

At this event, we will discuss the need for a holistic approach to retirement strategies and more, including:
• Income in an inflationary world
• The role of guaranteed strategies
• The viability of different forms of in-person and digital advice
• Appetite for liquidity
• Alternative and private market assets