Positioning your clients for retirement in a
low interest rate, low dividend environment |
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| The foundations of retirement advice have changed and product providers are having to assist financial advisers as they adjust to helping their clients with the potential 18 months to 2 years of persistently low interest rates and minimal dividends.
Join Australia’s major annuities players Allianz Retire+, AMP Limited, Challenger and SMSF Association CEO, John Maroney as they discuss: |
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- Can annuities work in a zero-rate or persistent low interest rate environment?
- How can financial advisers position their clients to weather 18 months or low rates and low dividends?
- Does this put more pressure on franking credits?
- Are there any product alternatives?
- Should advisers be suggesting more risk?
- How can retirees avoid eroding their capital?
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Following the success of our first 2 webinars, we aim to continue discussing key areas of the industry and equip you for the ever-changing environment.
Join your peers, hear from industry experts and earn CPD points
by registering below for FREE*!
Once registered, you will have access to the full Six-Part Webinar Series. To find out more about the webinar series, click here.
*The Future of Wealth Management Community is specially designed for members of the financial advice community, if you are a supplier to the industry, please contact our events team at events@moneymanagement.com.au.
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| INDUSTRY EXPERTS |  |
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Andrew Lowe
Head of Technical Services
Challenger Andrew and the Challenger Tech Team are responsible for the development and delivery of technical content, tools and advice for advisers. Andrew’s areas of interest include pre and post retirement planning, superannuation (including SMSFs), aged care, life insurance and the regulatory environment for the provision of financial advice. Andrew has more than 20 years technical experience including technical roles with AMP, ING and ANZ. Andrew has qualifications in Commerce, Law and Financial Planning. |
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| John Maroney
CEO
SMSF Association
John Maroney was appointed as the CEO of the SMSF Association in May 2017 and is thrilled to have the opportunity to boost the Association’s reputation as the peak body in the SMSF Sector and its representation of more than one million SMSF trustees. Since his appointment, John has continued the Association’s efforts to improve the quality of advisors, the knowledge of trustees and the credibility and health of a vibrant SMSF community. John has developed strong connections with the SMSF sector’s regulators, ATO, ASIC & FASEA, provided substantial input into official inquiries, Productivity Commission, Franking Credits & Royal Commission, and represented the sector extensively to the Government and media. |
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Shaune Egan
Director of Product Management - Wrap Platforms
AMPShaune has been designing and implementing superannuation, investment and retirement income solutions for clients and their advisers for more than 20 years, and as part of his current role is now responsible for AMP’s Wrap Platforms retirement income capabilities. Prior to AMP Shaune spent 7 years at NAB and 10 years at AXA including as Group Manager, Public Policy & Regulatory Affairs and as a member of AXA’s Investment Committee. Shaune has a Diploma of Financial Planning, is a qualified Retirement Management Analyst, been an author for Starts at 60, is a Fellow of FINSIA, Graduate of AICD and attained his MBA from Melbourne Business School. |
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| Tim Dowling
Research Relationships Manager
Allianz Retire+
Tim is the research relationships manager at Allianz Retire+. In this role, he conveys the importance of utilising specialised retirement solutions to meet the needs of Australian retirees. Prior to joining Allianz Retire+, Tim worked at Dimensional Fund Advisers in both London and Sydney. Tim holds a Bachelor of Commerce (Finance) from Macquarie University and is a CFA charterholder.
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