Mergers & Aquisitions for Super Funds 2011


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Mergers & Aquisitions for Super Funds 2011

  1. 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.” 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  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, NSWAssociate Partner: Spotlight Partners: Featured Exhibitor: Workshop Sponsor: Organised by: Researched & Media Partners: Developed by:
  2. 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 StrategyP 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 DundonWho Will You Meet at M&a for Super fundS 2011? Chief Executive Officer ESSSUPERThis industry event will bring together high-level professionals of Super Funds fromAustralia 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 UNIVERSITYMake Sure You Don’t Miss Out! call +61 2 9229 1000 fax +61 2 9223 2622 email
  3. 3. AGENDA - DAY 1Wednesday, 20 July 20118:00 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 drive8:25 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 merger8:30 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 greatPRESENTATION 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 improveKEYNOTE 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 a9:00 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 targets10:00 Morning Tea and Networking Opportunity Facilitated by ONEPATH10:30 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 their11:00 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, LEGALSUPERDISCUSSION Graeme Russell, Chief Executive Officer, FIRST SUPER 17:10 Closing Remarks from the Conference Chair Andrew Proebstl, Chief Executive, LEGALSUPERPANEL 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 MergingBOOK NOW! T +61 2 9229 1000 F +61 2 9223 2622 E W
  4. 4. AGENDA - DAY 2Thursday, 21 July 20117:30 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 boutique10:00 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 STUDY10:10 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 membersCASE 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 communication10:50 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 BillSTUDY  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 activities12:10 Morning Tea and Networking Opportunity  Conducting effective cost-benefit analysis to make an informed decision12:40 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 esBenefits of Sponsoring & Exhibiting: ning efficiencies of operation. There is a fine array of spea1. Direct access to your target market from across the re kers levant super fund2. Enhancing your company or brand position Kevi n Casey. Panel Mem sectors.”3. Increasing your competitive selling advantages ber, COOPER REVI EW PANEL4. Achieving a high profile association with key decision makersWith only a limited number of opportunities stillavailable contact Carol Spencer on: +61 2 9229 1010 to secure premium exposure.BOOK NOW! T +61 2 9229 1000 F +61 2 9223 2622 E W
  5. 5. INTERACTIVE WORKSHOPSEVENING WORKSHOP A Wednesday, 20 July 2011 • 18:15 - 20:45Lessons from the Coal-Face - What to Watch Out for When MergingAs 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 effectivelegal termination. be prepared for everything. This workshop will give you first- Andrew Proebstl, Chief Executive, LEGALSUPERhand insights into the key issues which have to be addressed from a legal pointof 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? OnePathSession 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 thePractitioners knowledge, legal and insurance advice you need to make your mergers and Fund perspective acquisitions a success. Insurer perspective Legal perspectiveMORNING WORKSHOP B Thursday, 21 July 2011 • 7:30 - 9:30Preparing for the Future: How SMSF Will Impact the Public Super Fund IndustryWith 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 madeof information on SMSFs is that the SMSF sector is in good shape, but whatconsequences 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, UTSworkshop to have in-depth discussions about this topic and to come up with Adrian Raftery, aka Mr Taxman, MBA, B.Bus, FCA, CFP, Fstrategies and solutions to prepare your fund for the future. Fin, FTIA, MAICD, has over 20 years’ experience in providingSession 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 holdsSession 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 - 20:15Conducting Effective Due-Diligence to Evaluate the Benefits and Opportunities of M&AsThe whole industry is thinking and considering M&A at the moment. Once your Session 3: External Communication and Operationfund 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 ofSession 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. 6. INTERACTIVE WORKSHOPSAbout our Sponsors’PwC provides industry-focused professional services to build public CommInsure is one the largest life insurers in Australia and is parttrust and enhance value for clients and their stakeholders. of the Commonwealth Bank Group. With over 135 years in lifeMore than 163 000 people in 151 countries across our network insurance experience, 1,600 employees and more than three millionshare their thinking, experience and solutions to develop fresh customers, CommInsure has the strength, scale and capacity toperspectives 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 aindustry including superannuation fund trustees, administrators, leading provider in the Australian wholesale life market. We takecustodians, fund managers and corporate and commercial a fresh approach to insurance through innovation, simplicity,institutions. competitive products and responsive service.For more information visit 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. MetLifecompanies. We have been helping Australians grow and protect has expertise in designing and executing both direct insurancetheir wealth for over 130 years, previously as Mercantile Mutual and programs for partners’ customers and insurance solutions tomore recently as ING Australia. Our size, stability and expertise can meet the needs of specific member groups. MetLife has been ahelp superannuation funds safeguard their members’ benefits. specialist provider of life risk insurance products in Australia, sinceOnePath is more committed than ever to the group risk industry. 2005. MetLife, Inc., through its affiliates (collectively the “MetLifeIn testament to this, we are continuing to invest significantly in companies”), operates in the Asia Pacific, Americas and Europe andmarket leading product design, technology and client servicing and has over 140 years of capabilities. For more information, please visit Arthur Robinson has one of the leading superannuation andinvestments practices in Australia. Holding Redlich is a fully integrated leading national AustralianOur depth of knowledge of the complex regulatory and industry commercial law firm with offices in Melbourne, Sydney andconsiderations 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 handleeven the most complicated superannuation funds merger. Our superannuation & funds management team is among the most experienced in Australia and has acted in some of theOur recent experience includes successor fund transfers and largest industry fund mergers in Australia. We provide advice andmergers involving Rio Tinto Staff Superannuation Fund, Maritime assistance to trustees across all aspects of fund mergers.Super, Foster’s Group Superannuation Fund, BP SuperannuationFund, 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 ofcomprehensive business solutions and the technologies that enablethem. IQBG has been providing superannuation funds and serviceproviders with operational and Information Technology (IT) insightsfor more than a decade. It is recognised as the premier consultingorganisation for superannuation organisations and acknowledgedas the leading consultancy for implementing solutions that improveefficiency and effectiveness. Intelligence. Applied
  7. 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. 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 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 WEbSITE 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 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, 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: © 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.