For more information about this event, please visit http://www.superfundma.com.au , call +61 2 9229 1000 or email enquire@iqpc.com.au

1. Featuring 8
Mergers &
Case Studies and a
Ministerial Opening
Keynote
Acquisitions “Industry rationalisation is one
of the major challenges and
opportunities for our industry.
All funds need to position
for Super Funds 2011 themselves for the future
industry landscape. The topics
and speaker line up for the 2011
Mergers & Acquisitions for Super
Maximising Benefits for Members and Funds Conference is a valuable
Cost-Efficiencies through Mergers & Acquisitions way for the industry to get across
the issues and learn from the
experience of others.”
www.superfundma.com.au Andrew Proebstl, Chief Executive,
LEGALSUPER
Key Speakers Include: Proudly Featuring Industry “Large funds, the consolidators,
Body Representatives: need to assess scale and growth
Tom Taylor separately when looking at
Chairman The Hon David Bradbury MP potential mergers. Size may be
CUESUPER Parliamentary Secretary to the Treasurer a major factor, but the ability to
THE TREASURY
Eva Skira continue to maintain above
Chair Fiona Reynolds average growth rates post merger
WESTSCHEME Chief Executive is an important outcome Trustees
AUSTRALIAN INSTITUTE OF
SUPERANNUATION TRUSTEES should also be seeking. At a time
Andrew Proebstl
Chief Executive when merger activity has reached
David Whiteley a new high, the conference
LEGALSUPER
Chief Executive
ISN – INDUSTRY SUPER NETWORK presents a unique opportunity to
David Atkin hear from others and gain deeper
Chief Executive Officer Kevin Casey
CBUS
insights of this kind.”
Panel Member
COOPER REVIEW PANEL David Atkin,
Michael Dwyer Chief EARLY
Chief Executive Officer Executive DISCO BIRD
FIRST STATE SUPER Officer, Book
UNT:
CBUS 17th M before
receiv ay 2011 to
ut of the
ea
Your tiMe o Disco $400
Make the MoSt of ShopS: unt!
active Work Visit our download
office With 3 inter
e
the Coal-Fac
Lessons from centre for podcasts,
 orkshop A:
W
n Merging
ch Out for Whe white papers and much more...
- What to Wat
re: How SMSF
ing for the Futu www.superfundma.com.au
 orks
W
hop B: Prepar nd Industry
Public Super Fu
W ill Impact the
Due-Diligence
cting Effective
 orks
W
hop C: Condu Opportunities
of M&As Main Conference: 20 – 21 July 2011
to Evaluate th e Benefits and Interactive Workshops: 20 – 21 July 2011
Venue: Amora Hotel Jamison, Sydney, NSW
Associate Partner: Spotlight Partners: Featured Exhibitor: Workshop Sponsor: Organised by: Researched & Media Partners:
Developed by:

2. Dear Superannuation Professional, THE EXPERT PANEL
With merger talks progressing throughout the industry making the
AT A GLANCE:
right decision now is crucial to secure the future of your fund and
your members. The Hon David Bradbury MP
Parliamentary Secretary to the
The recent government inquiries such as the Cooper and Henry Review have Treasurer
turned the super industry on its head. Whilst Australia currently has the most THE TREASURY
competitive fund management industry in the world, the only way funds can Eva Skira
continue to survive is by: Chair
 Decreasing deficiencies WESTSCHEME
 Improving scale Tom Taylor
 Improving member retention Chairman
CUESUPER
 Reducing fees
Andrew Proebstl
IQPC’s Mergers & Acquisitions for Super Funds 2011 will bring together Chief Executive
senior-level professionals across the Australian and New Zealand super fund LEGALSUPER
industry. Whether you already are in the process of merging or currently David Atkin
conducting due-diligence and cost-benefit analysis, you can’t afford to miss this Chief Executive Officer
conference. CBUS
M&A for Super Funds 2011 is the ONLY event in Australia and New Zealand Michael Dwyer
where you can meet your peers to network, benchmark and assess key Chief Executive Officer
benefits of mergers & acquisitions including: FIRST STATE SUPER
 Identifying the Right Partners and Conducting Due Diligence to Assess Fiona Reynolds
Cost-Benefits of Merging Chief Executive
AUSTRALIAN INSTITUTE OF
 Ensuring Seamless Merging of Funds to Achieve Greater Economies of
SUPERANNUATION TRUSTEES
Scale
Peter Lambert
 Unlocking the Full Potential of a Merger through Effective Post-Merger
Chief Executive Officer
Integration
LOCAL GOVERNMENT SUPER
Secure the benefits of greater economies of scale, efficiency and a John Livanas
stronger overall market position for your members. Chief Executive Officer
AMIST SUPER
I look forward to seeing you at the conference.
Kevin Casey
Kind regards, Panel Member
COOPER REVIEW PANEL
Graeme Russell
Chief Executive Officer
Teresa Bildstein FIRST SUPER
Project Director – Mergers & Acquisitions for Super Funds 2011 David Whiteley
IQPC Australia Chief Executive
ISN – INDUSTRY SUPER NETWORK
advantage
Sean Leonard
take full
.S.: Ensure that you
Executive Manager Product Strategy
P and interactive CBUS
- Registe r for the 3 strategic ils! Adrian Raftery
page 3 for more deta
workshops. Turn to Director of Mr Taxman and Lecturer
UTS
Michael Dundon
Who Will You Meet at M&a for Super fundS 2011? Chief Executive Officer
ESSSUPER
This industry event will bring together high-level professionals of Super Funds from
Australia and New Zealand within the following roles: Jack Gray

Board of Directors and Trustees 
Head of Business Strategy
Paul Woolley Centre for the Study of
 EO’s, Chief Investment Officers,
C 
Head of Business Development
Capital Market Dysfunctionality
COO’s, CFO’s and Chief Executives 
Head of Regulatory Compliance
UTS

General Manager Business Strategy 
Head of Risk Dr. Mohamed Ariff

General Manager Business Operations 
Head of Mergers & Acquisitions Professor of Finance

Head of Superannuation 
Project Manager BOND UNIVERSITY
Make Sure You Don’t Miss Out! call
+61 2 9229 1000 fax
+61 2 9223 2622 email
registration@iqpc.com.au
www.superfundma.com.au

3. AGENDA - DAY 1
Wednesday, 20 July 2011
8:00 Conference Registration and Arrival Coffee 11:40 To Merge or not to Merge – But is That Still the Question?
The presentation will address the issues that drive and will continue to drive
8:25 Opening Address from Conference Chair mergers.
 Identifying the issues that need to be addressed when deciding to and exiting a
The evoluTion of The SuperannuaTion induSTry merger
 Assessing the risks associated with the decision and processes of a merger
8:30 Ministerial Opening Keynote Address: Assessing Superannuation to Enable and how to mitigate those risks
Greater Benefits to Members and Achieve Greater Economies of Scale
 Outlining strategies for protecting the position of parties of the merger
The governments approach towards consultation and implementation of the
 Unwinding a merger successfully
recommendations of the Cooper Review and incentives for super reform.
Mark Cerché, Partner, ALLENS ARTHUR ROBINSON
 Assessing the current regulatory environment and reform incentives to create
greater efficiencies in superannuation 12:20 Lunch and Networking Opportunity
 Evaluating the benefits of M&A and industry consolidation in creating great
PRESENTATION
benefits to members idenTifying The righT parTnerS and ConduCTing due
 Improving the regulatory environment of the superannuation system
diligenCe To aSSeSS CoST-BenefiTS of Merging
 Increasing superannuation from nine to 12 per cent to further improve
KEYNOTE
retirement incomes of all Australians 13:20 Case Study: The Mechanics and Background of the Westscheme Merger – in
The Hon David Bradbury MP, Parliamentary Secretary to the Treasurer, the Members’ Interests
THE TREASURY Understand how Westscheme decided to merge and how they identified a
9:00 The Impact of the Cooper Review and how it is Changing the suitable partner and are preparing for the integration process.
Superannuation Industry  Outlining the drivers for Westscheme’s merger
Achieving outcomes that are in the best interests of members and which maximise  Selecting a suitable partner and the process of business and cultural fit
retirement incomes of Australians.  Conducting due diligence and planning for integration - bringing people along
 Retaining and strengthening the Westscheme identity going forward within the
STUDY
 Examining fund design choices and MySuper investments
CASE
 Standardising the industry by introducing common data standards for the merged entity
superannuation industry Eva Skira, Chair, WESTSCHEME
 Introducing TFN as a verified unique identifier of members
14:00 To Merge or Not to Merge – Realism and Optimism in Board Decisions
 Leaving room for innovation by ensuring the flexibility of standards and
Understand how these crucial decisions are made at board level and what needs
operation of funds
to get considered.
Kevin Casey, Panel Member, COOPER REVIEW PANEL
 What are the key factors to consider?
9:30 Taking Stock of the Current Industry Environment and Necessary Future  Should your super fund have a merger strategy?
Improvements to Achieve Adequate and Sustainable Retirement Incomes  What does a merger strategy look like?
for Australians  Getting the board ‘on board’ for the journey
STUDY
The point of view of ISN on how to achieve advanced effective retirement outcomes
CASE
 How does a board implement and overview a merger strategy successfully?
for members of funds in the current state of the industry. Tom Taylor, Chairman, CUESUPER
 Outlining the ISN’s view on the Cooper and Henry Review and their impact on
the industry 14:40 Key Consideration when it comes to Insurance
 Implementing the Henry Review into Australia’s Future Tax System and the As a super fund, what do you need to consider when merging or acquiring?
Cooper Review into the governance, efficiency, structure and operation of  How to pick the combined or ongoing insurer and how important is this
Australia’s Superannuation industry decision
 Identifying what further incentives the government should put in place to further  What are the key benefit design traps and tips
industry reform  How will a merger impact premiums and effect bargaining power
 Assessing the benefits of M&A in driving industry reform and efficiency  How super fund administrators impact the process
David Whiteley, Chief Executive, ISN – INDUSTRY SUPER NETWORK  Should the insurers used by a fund be considered when selecting merger
partners or acquisition targets
10:00 Morning Tea and Networking Opportunity
Facilitated by ONEPATH
10:30 The New Era for Superannuation – Improving the Benefits for Members
15:20 Afternoon Tea and Networking Opportunity
The point-of-view of the peak industry body for industry, corporate and public
sector funds. 15:50 Streamlining Business Operations in Order to Maximise Fund Efficiency and
 Assessing how the Cooper recommendations would turbo-charge national Ultimately Grow Fund Assets
retirement savings into the 21st century Negotiating the small print of a merger before the merger process starts.
 Outlining how the introduction of a low cost, commission-free not-for-profit  Agreement to share costs of merger between funds
model will improve Australian’s retirement savings  Setting up a sufficient budget for the whole merger process
 Retaining the representation trustee system of governance to maintain a high-  Achieving cost benefits from greater scale
STUDY
performing superannuation industry  Increasing membership, assets and member satisfaction
CASE
 Identifying what new measures to implement and drive the reform agenda Graeme Russell, Chief Executive Officer, FIRST SUPER
Fiona Reynolds, Chief Executive, AUSTRALIAN INSTITUTE OF
SUPERANNUATION TRUSTEES 16:30 Optimising Fund Performance Before and After a Merger
Legalsuper has undergone 7 fund mergers in the past 8 years, benefit from their
11:00 Executive Think-Tank: Assessing the Benefits of M&A and Industry vast expertise.
Consolidation in Driving Greater Efficiency in the Super Industry
 Growing membership, FUM and building brand loyalty
Assessing the value of M&A in creating a stronger overall superfund industry in
 Rationalising service and product line-ups to achieve efficiencies
enabling growth, creating operating efficiency and offering greater benefits to
 Utilising suitable communication strategies to achieve member buy-in
members.
 Combining management teams and managing the associated people issues
 Enhancing stability and driving greater economies of scale for members through
M&A  Overcoming implications for organisational culture
 Assessing the impact of current government reform to review the value of  Effectively managing the costs of mergers
incentives for the industry  Managing the merger and simultaneously keeping day to day operations on track -
STUDY
CASE
 Implementing the increased 12% superannuation guarantee making the merger as seamless as possible for members
 Envisioning the future of the super fund industry Andrew Proebstl, Chief Executive, LEGALSUPER
DISCUSSION
Graeme Russell, Chief Executive Officer, FIRST SUPER 17:10 Closing Remarks from the Conference Chair
Andrew Proebstl, Chief Executive, LEGALSUPER
PANEL
Fiona Reynolds, Chief Executive, AUSTRALIAN INSTITUTE OF 17:15 Cocktail Reception
SUPERANNUATION TRUSTEES
Tom Taylor, Chairman, CUESUPER 18:15 Evening Workshop A: Lessons from the Coal-Face - What to
Watch Out for When Merging
BOOK NOW! T
+61 2 9229 1000 F
+61 2 9223 2622 E
registration@iqpc.com.au W
www.superfundma.com.au

4. AGENDA - DAY 2
Thursday, 21 July 2011
7:30 Morning Workshop B: Preparing for the Future: How SMSF Will 13:20 Evaluating the Pitfalls and Benefits of M&A - Botique versus Megafund
Impact the Public Super Fund Industry Identifying the benefits and pitfalls of a merger with your fund are crucial to ensure
long-term benefits for members.
9:30 Coffee and Networking Opportunity  Understanding the differing management challenges in running a large
organisation versus a boutique
10:00 Opening Remarks from Conference Chair  Contrasting the motivation of staff - the independence of a boutique, versus
career pathway in a large fund
enSuring SeaMleSS Merging of fundS To aChieve
 Comparing the speed and nimbleness of a boutique to access to resources and
greaTer eConoMieS of SCale structure of a megafund
 anaging learning and corporate knowledge with suitable reward and alignment
M
STUDY
10:10 Achieving Greater Economies of Scale with Targeted Industry strategies
CASE
Consolidation
 Understanding what’s in the best interest of the fund and its members
Both sides of the story of the successful merger between Cbus and Connect to
John Livanas, Chief Executive Officer, AMIST SUPER
achieve greater economies of scale and maximise benefits for members.
 Conducting effective target evaluation to identify a suitable fund to merge with 14:00 Lunch and Networking Opportunity
 Creating efficiency by assessing both operational and business models to
increase membership and assets of the merged entity 15:00 Choosing the Best Business and Operational Models for the Merged Fund
 Balancing risks versus benefits of M&As to ensure increased market shares to Increase Membership, Assets and Member Satisfaction
 Ensuring trustee buy-in by demonstrating how the merger is in the best interest To achieve a seamless merger process it is essential to agree and communicate
all aspects and agree on a integration plan.
STUDY
of members
CASE
David Atkin, Chief Executive Officer, CBUS  Combining both funds products into one effective product rationalisation to
achieve efficiencies in one product offering rather than two
Sean Leonard, Executive Manager Product Strategy, CBUS
 Ensuring buy-in of members into the merger with clear communication
10:50 Finding a Suitable Partner to Merge by Assessing the Business and  Combining duplicate departments of the funds into one new joined department
Cultural Fit  Blending the two cultures of both funds together into one
In order to offer true additional benefits to your members it is crucial to find merger  Agreeing on a joint low-cost fee model of superannuation product offerings
partners with the same vision and mission.  Offering the same good service thought the entire merger to make it as
 Evaluating the business case for horizontal and/or vertical integration to ensure STUDY
CASE
seamless as possible for all members
economies of scale Michael Dundon, Chief Executive Officer, ESSSUPER
 Conducting effective target evaluation to identify suitable funds to merge with
 Recognising operating styles, cultures, governance principles and strategic 15:40 Buttoning Up Superannuation
goals of both funds to achieve a successful merger that fits The financial crisis has triggered a resurgence of Industry Policy. This has led Bill
STUDY
 Balancing risks versus benefits of a potential merger to ensure an increased Watson and Jack Gray to:
CASE
market share  Compare the needed re-structuring of the superannuation industry with the
Michael Dwyer, Chief Executive Officer, FIRST STATE SUPER successful re-structuring of the auto industry 25 years ago under John Button
 Evaluating critically related issues such as the excess of agents, and dis/
11:30 Tips and Tricks for Ensuring a Successful Merger economies of scale
Dealing with the challenges that reforms to the industry may pose for super funds.  Propose industry structures to maximise disengaged members’ net benefits
 A-Z to conducting a robust cost benefit analysis for M&A Jack Gray, Paul Woolley Centre for the Study of Capital Market Dysfunctionality,
 Seamlessly transfering and integrating your business objectives to your partner UTS
fund by assessing cultural fit
 Ensuring a quick and effective due-diligence process through clear stakeholder 16:20 Afternoon Tea and Networking Opportunity
buy-in
 Considerations to maximise fund assets, grow membership and expand your 16:50 Case Study: Maximising Benefits for Members and Cost-Efficiencies
product offering without Merging
David Coogan, Partner, PwC Understand why this fund has decided not to merge.
 Assessing the current industry environment and ongoing merger activities
12:10 Morning Tea and Networking Opportunity  Conducting effective cost-benefit analysis to make an informed decision
12:40 Roundtable Session: Minimise the Risk to Member Services with an  Why not merging at this stage ensures more benefits to our members
Effective Operations and IT Integration Plan  Strengthening our market position and member retention with different business
STUDY
CASE
Integration planning is rarely contemplated at the outset of an M&A transaction, strategies
yet poor planning can lead to complicated integration processes. Peter Lambert, Chief Executive Officer, LOCAL GOVERNMENT SUPER
 The real risks of poor operational and IT integration, knowing where the pot-
17:30 Closing Remarks from the Conference Chair
holes are
 Assigning a dedicated integration team from both Funds to ensure efficient and 17:45 Evening Workshop C: Conducting Effective Due-Diligence to Evaluate the
smooth operational and IT integration Benefits and Opportunities of M&As
 Transitioning all business functions to a new platform of the newly merged funds
 Reconciling members balances and other details to satisfy the auditors
Graham Sammells, Chief Executive Officer, THE IQ BUSINESS GROUP
Drew Vaughn, Partner, DYMOND FOULDS & VAUGHAN
Tom Sammann, Manager, Employer and Member Services, CSF
“The conference pr
ovides an excellent
for discussion on forum
the future shape of
superannuation in the
dustry and the issu
involved in maintai es
Benefits of Sponsoring & Exhibiting: ning efficiencies of
operation. There is
a fine array of spea
1. Direct access to your target market from across the re kers
levant super fund
2. Enhancing your company or brand position
Kevi n Casey. Panel Mem
sectors.”
3. Increasing your competitive selling advantages ber, COOPER REVI
EW PANEL
4. Achieving a high profile association with key decision makers
With only a limited number of opportunities still
available contact Carol Spencer on: +61 2 9229 1010 or
carol.spencer@iqpc.com.au to secure premium exposure.
BOOK NOW! T
+61 2 9229 1000 F
+61 2 9223 2622 E
registration@iqpc.com.au W
www.superfundma.com.au

5. INTERACTIVE WORKSHOPS
EVENING WORKSHOP A Wednesday, 20 July 2011 • 18:15 - 20:45
Lessons from the Coal-Face - What to Watch Out for When Merging
As soon as the most suitable merger partner is found, the merge is agreed and ABOuT yOuR WORkSHOP LEADERS:
the actual merger process starts, it is key to plan ahead and ensure effective
legal termination. be prepared for everything. This workshop will give you first-
Andrew Proebstl, Chief Executive, LEGALSUPER
hand insights into the key issues which have to be addressed from a legal point
of view to ensure your merger is correctly legally terminated.
Session 1: Setting the Scene
David Coogan, Partner, PRICEWATERCOOPERS
 Overview of recent involvement in mergers
 Views of the likely future industry landscape in 2020
 What really are the benefits of merger? Are their negatives about merger?
OnePath
Session 2: The Top Five Lessons from Recent Mergers
 Where are the key risks of merger?
 things you must do when merging
The
Jenny Willcocks, Partner, HOLDING REDLICH
 What are the costs of merging?
Session 3: Three Perspectives on Mergers from Four Different Industry
All four parties will facilitate this very interactive session to arm you with the
Practitioners
knowledge, legal and insurance advice you need to make your mergers and
 Fund perspective acquisitions a success.
 Insurer perspective
 Legal perspective
MORNING WORKSHOP B Thursday, 21 July 2011 • 7:30 - 9:30
Preparing for the Future: How SMSF Will Impact the Public Super Fund Industry
With the Self Managed Super Funds (SMSF) on the rise, it is important to Including MySuper products into your offerings

understand what impact the growing SMSF sector will have on the public Implementing SuperStream to improve productivity and usability

superannuation industry. By now, nearly a third of all super assets are held in  itigating duplicate accounts
M
self-managed funds, the number of which has doubled in the past ten years.
Improving the way fund-to-fund rollovers are processed and the way

One clear message from the Cooper review publications, including the releases
contributions are made
of information on SMSFs is that the SMSF sector is in good shape, but what
consequences will thr SMSF have to the public superannuation industry in the ABOuT yOuR WORkSHOP LEADER:
long-term. And how can funds start to prepare themselves now? Attend this Adrian Raftery, Director of Mr Taxman and Lecturer, UTS
workshop to have in-depth discussions about this topic and to come up with Adrian Raftery, aka Mr Taxman, MBA, B.Bus, FCA, CFP, F
strategies and solutions to prepare your fund for the future. Fin, FTIA, MAICD, has over 20 years’ experience in providing
Session 1: Evaluating the Current Environment accounting services and financial advice to businesses and
 Identifying the main differences between SMSF and public super funds
individuals. After university Adrian started an accounting cadetship with Pannell
from a members point of view Kerr Forster before gaining more exposure as a manager with Deloitte Touche
Tohmatsu. He spent one year fulfilling a dream to work on the stock market as
 ighlighting the potential risks of SMSF compared to public funds
H
an option trader with Optiver, before establishing ARW Chartered Accountants in
 Increasing benefits for members to maintain customers and acquire new
1997 and accountantsRus in 2001 in conjunction with the 1300 & 1800 TAXMAN
customers smartnumbers. Adrian is a Certified Financial Planner, holds an MBA and
 utlining the impact MySuper will have
O
specialises in business planning, superannuation consulting and tax. Adrian holds
Session 2: Countermeasures to Strengthen the Public Super Industry a graduate diploma in financial planning, a graduate certificate in journalism and is
currently completing a doctorate at UTS on superannuation.
EVENING WORKSHOP C Thursday, 21 July 2011 • 17:45 - 20:15
Conducting Effective Due-Diligence to Evaluate the Benefits and Opportunities of M&As
The whole industry is thinking and considering M&A at the moment. Once your Session 3: External Communication and Operation
fund gets to the stage of seriously starting due-diligence it is crucial to design  iscussing how to streamline business operations
D
the whole process as time and cost efficient as possible. Attend this workshop  orking out the merit of the merger
W
in order to get practical advice and insights in how to make the due-diligence
 orking with external providers for advice and referee services
W
stage a success in regards to time, money and resources spend.
 egotiating the merger contracts
N
Session 1: Conducting Effective Due-Diligence
ABOuT yOuR WORkSHOP LEADER:
 onducting cost-benefit analysis of merger options for your fund
C
Dr. Mohamed Ariff, Professor of Finance,
 etermining the viability of investing into a merger
D
BOND UNIVERSITY
 alancing risks versus benefits of M&A to make informed decisions
B
Dr. Ariff is a Professor of Finance at the Faculty of Business of
Session 2: Internal Communication and Operation the Bond University and has been lecturing about corporate
 electing potential merger partners due to their product offering, culture
S
finance, investment finance, capital markets and derivatives. ANd for over 10
and industry years he is running a very successful session about mergers and acquisitions.
 ommunicating with boards and staff
C
Now coming to this industry event.
 onsidering unrealised gain positions of own and merger fund
C

6. INTERACTIVE WORKSHOPS
About our Sponsors’
PwC provides industry-focused professional services to build public CommInsure is one the largest life insurers in Australia and is part
trust and enhance value for clients and their stakeholders. of the Commonwealth Bank Group. With over 135 years in life
More than 163 000 people in 151 countries across our network insurance experience, 1,600 employees and more than three million
share their thinking, experience and solutions to develop fresh customers, CommInsure has the strength, scale and capacity to
perspectives and practical advice. protect the lifestyles of Australians now and in the future.
We support and provide advice to the investment management CommInsure Wholesale Life is a specialist group insurer and a
industry including superannuation fund trustees, administrators, leading provider in the Australian wholesale life market. We take
custodians, fund managers and corporate and commercial a fresh approach to insurance through innovation, simplicity,
institutions. competitive products and responsive service.
For more information visit http://www.comminsure.com.au
www.pwc.com.au
MetLife Insurance Limited (MetLife), an affiliate of MetLife, Inc.,
is a specialist provider of life insurance to affinity partners,
OnePath is one of Australia’s largest and longest-serving insurance superannuation trustees and employers in Australia. MetLife
companies. We have been helping Australians grow and protect has expertise in designing and executing both direct insurance
their wealth for over 130 years, previously as Mercantile Mutual and programs for partners’ customers and insurance solutions to
more recently as ING Australia. Our size, stability and expertise can meet the needs of specific member groups. MetLife has been a
help superannuation funds safeguard their members’ benefits. specialist provider of life risk insurance products in Australia, since
OnePath is more committed than ever to the group risk industry. 2005. MetLife, Inc., through its affiliates (collectively the “MetLife
In testament to this, we are continuing to invest significantly in companies”), operates in the Asia Pacific, Americas and Europe and
market leading product design, technology and client servicing and has over 140 years of experience.
management capabilities. For more information, please visit www.metlife.com.au
Allens Arthur Robinson has one of the leading superannuation and
investments practices in Australia.
Holding Redlich is a fully integrated leading national Australian
Our depth of knowledge of the complex regulatory and industry commercial law firm with offices in Melbourne, Sydney and
considerations at play in superannuation fund mergers, along with Brisbane. The firm has 54 partners and over 350 staff.
our top-rated corporate practice, gives us the capability to handle
even the most complicated superannuation funds merger. Our superannuation & funds management team is among the
most experienced in Australia and has acted in some of the
Our recent experience includes successor fund transfers and largest industry fund mergers in Australia. We provide advice and
mergers involving Rio Tinto Staff Superannuation Fund, Maritime assistance to trustees across all aspects of fund mergers.
Super, Foster’s Group Superannuation Fund, BP Superannuation
Fund, BHP Billiton Superannuation Fund and Ford Australia funds. We add value to our superannuation clients’ businesses by
providing advice that is practical, perceptive and cost-effective.
The IQ Business Group (IQBG) is a worldwide provider of
comprehensive business solutions and the technologies that enable
them. IQBG has been providing superannuation funds and service
providers with operational and Information Technology (IT) insights
for more than a decade. It is recognised as the premier consulting
organisation for superannuation organisations and acknowledged
as the leading consultancy for implementing solutions that improve
efficiency and effectiveness. Intelligence. Applied

7. Register Early & Save!
WHeRe Amora hotel Jamison
11 Jamison Street, Sydney NSW 2000
Tel: 61 2 9696 2500 Fax: 61 2 9696 2600
To speed registration, please provide the priority code located on the mailing label or in the box below. www.amorahotels.com.au/Jamison/
C*PDFW WHen? 20 - 21 July 2011
Team DiscounTs
IQPC recognises the value of learning in teams.
Take advantage of one of these special rates:
 Register a team of 3 to the conference at the same time from the
same company and receive $500 discount
 Register a team of 4 to the conference at the same time from the
same company and receive a free pass for a 5th delegate
 Ask about multi-event discounts. Call + 61 2 9229 1000
for more details
Please note: Only one discount applies
accommoDaTion
The lido group are the official booking agent for the mergers &
Acquisitions for Super Funds 2011 event.
The lido group have negotiated event rates at a range of hotels for all
attendees of this event.
To take advantage of these rates & book direct on the website, please go
to www.superfundma.com.au and click on the Venue & Accommodation
page.
20233.001 QUICK and EASY WAYS to REGISTER
Mergers &
TElEphonE +61 2 9229 1000
FAX +61 2 9223 2622
EmAIl registration@iqpc.com.au
WEbSITE www.superfundma.com.au
Acquisitions
mAIl IQPC, Level 6, 25 Bligh Street, SYDNEY NSW 2000
 RegisTeR me for Mergers &
Acquisitions for Super Funds 2011
PLus Workshops A B C
(PhoToCoPy ThIS Form For AddITIoNAl delegATeS)
for Super Funds 2011
DELEGATE 1 [FIrST NAme] [SUrNAme]
PoSITIoN
emAIl
Maximising Benefits for Members and DELEGATE 2 [FIrST NAme] [SUrNAme]
Cost-Efficiencies through Mergers & Acquisitions PoSITIoN
www.superfundma.com.au emAIl
DELEGATE 3 [FIrST NAme] [SUrNAme]
EARlY bIRd SAVE
PoSITIoN
pACKAGES *register & pay $400 STAndARd pRICE VEndoR pRICE
before 17 may 2011
emAIl
Conference Only $2999 + GST = $3298.90 $3399 + GST = $3738.90 $4999 + GST = $5498.90
orgANISATIoN
Conference + 1 Workshop $3649 + GST = $4013.90 $4049 + GST = $4453.90 $5649 + GST = $6213.90
AddreSS
Conference + 2 Workshops $4697 + GST = $5166.70 $5097 + GST = $5606.70 $6697 + GST = $7366.70
PoSTCode
Conference + 3 Workshops $5396 + GST = $5935.60 $5796 + GST = $6375.60 $7396 + GST = $8135.60
* Payment must be received by IQPC prior to 5pm AEST on the cut-off date. TelePhoNe ( ) FAX ( )
2 WAYS TO SAVE!
#
Registrations received without payment or a Government PO will incur a processing fee of $99 + GST = $108.90 APPROVING MANAGER [FIrST NAme] [SUrNAme]
per registration. Book early for HUGE
* Please send me set(s) of AUdIo ComPACT dISCS and PreSeNTATIoNS Cd at $878.90 EARLY BIRD savings.
($799 plus gST) or $603.90 ($549 plus gST) Presentations Cd only Book as a TEAM, PoSITIoN
* Please keep me informed via email about this and other related events save & benefit as a team.
emAIl
NOTE: PAYMENT IS DUE WITHIN 7 DAYS FROM REGISTRATION TO SECURE YOUR PLACE. Registrations received without payment
or a Government PO will incur a processing fee of $99+GST = $108.90 per registration. Payment prior to the conference is mandatory
for attendance. Payment includes lunches, refreshments, a copy of conference presentations via FTP website or workbook and all * CheQUe eNCloSed For $ (Please make cheques payable to: IQPC)
meeting materials. If payment has not been received two weeks before the conference, a credit card hold will be taken and processed.
This card will be refunded once alternate payment has been received.
PleASe ChArge * American express * Visa * masterCard * diners Club
PrIVACy - yoUr ChoICe
Any information provided by you in registering for this conference is being collected by IQPC and will be held in the strictest confidence. It will
be added to our database and will be used primarily to provide you with further information about IQPC events and services. By supplying your CredIT CArd NUmBer
email address and mobile telephone number you are agreeing to IQPC contacting you by these means to provide you further information about
IQPC products and services. From time to time IQPC may share information from our database with other professional organisations (including
our event sponsors) to promote similar products and services. Please tick the box below if you do NOT want us to pass on your details.
To amend your current details, advise of duplicates or to opt out of further mailings, please contact our Database Integrity Maintenance Department,
Level 6, 25 Bligh Street, SYDNEY NSW 2000. Alternatively, email database@iqpc.com.au, call 02 9229 1028 or fax 02 9223 2622.
AmeX 4 dIgIT Code eXPIry dATe
* I do not wish to have my details made available to other organisations
IQPC CANCellATIoN ANd PoSTPoNemeNT PolICy: For deTAIlS oF IQPC’S NAme oF CArd holder [PleASe PrINT]
CANCellATIoN ANd PoSTPoNemeNT PolICy PleASe VISIT: www.iqpc.com.au
© 2011 IQPC ABN 92 071 142 446 All rIghTS reSerVed. The format, design, content and arrangement
of this brochure constitute a copyright of IQPC. Unauthorised reproduction will be actionable by law.