Best Practice Forum - Retirement Income

Retirement Income Insights for Financial Advisers

Thursday, 29 October 2026

It's no secret that Australia has an ageing population. Thousands of Aussies are retiring each week, and the conversation surrounding how to best support them is frequently making headlines.

The opportunity this presents for financial advisers is unmatched and, with the average retirement looking quite different these days, contemporary retirement advice is quickly becoming an art form.

Financial Standard's Best Practice Forum on Retirement Income paints a clear picture of Australia's retirement landscape, explores regulatory considerations, innovative product solutions, income strategies and leading insights from specialists in the space.

Event Details

AgendaSubject to change

8:30am

Registrations open
Barista coffee and breakfast is on us

9:00am

Welcome from Financial Standard

9:10am

Painting the picture: Australia's retirement landscape

• The major demographic, economic and policy trends shaping Australia's retirement system
• Explore how changing retirement patterns are influencing income needs and spending behaviours

9:50am

Retirement in wonderland: Taking longevity and inflation from theoretical to the real world

• Explore how inflation and longevity assumptions can significantly influence retirement outcomes and planning decisions
• Learn practical ways to discuss retirement risks and individual needs with clients to build greater confidence and understanding
• Develop tailored retirement income strategies using the right mix of solutions to help protect and support retirees throughout retirement.

Acenda Life

10:30am

Fireside chat - Private credit: A new era of retirement income

• Understand how private credit strategies can generate regular income and diversify traditional retirement portfolios
• Explore the risk and return characteristics of private credit, including liquidity considerations and capital preservation objectives
• Learn where private credit can fit within retirement income portfolios to help support sustainable cash flow and long-term retirement outcomes

Real Asset Management

11:10am

Morning tea

11:30am

The great wealth transfer: tax-effective estate planning solutions

• Discover tax effective solutions for intergenerational wealth transfer with the flexibility to structure your investment as part of, or outside your will and legal estate
• Adviser case studies on estate planning success stories

12:10pm

Adviser panel - Being a client champion, best practice for retirees and pre-retirees

• How advisers can be at the forefront of Australia's pending great wealth transfer
• No one-size fits all approach. A review of complex retirement case studies
• How advisers are working with product providers to drive successful outcomes

12:50pm

Superannuation hot seat: Building retirement confidence at scale

• How super funds support thousands of members through retirement 
• Retirement innovation, education, digital tools and advice initiatives
• Measuring retirement confidence and success

1:30pm

Closing remarks. Lunch and post networking drinks

CPD Information

Retirement Income Forum is accredited by the Financial Advice Association Australia (FAAA) for CPD hours alighted to Legislated learning areas. The Retirement Income Forum was accredited in 2024 for 4.00 learning hours, divided into the following categories:

Book Your Seat