Mergers & Aquisitions for Super Funds 2011

Amora hotel Jamison11 Jamison Street, Sydney NSW 2000Tel: 61 2 9696 2500 Fax: 61 2 9696 2600 www.amorahotels.com.au/Jamison/

PLus Workshops A B CProudly Featuring Industry Body Representatives:

The Hon David Bradbury MP Parliamentary Secretary to the Treasurer THE TREASURY

Fiona Reynolds Chief Executive AUSTRALIAN INSTITUTE OF SUPERANNUATION TRUSTEES

David Whiteley Chief Executive ISN – INDUSTRY SUPER NETWORK

Kevin Casey Panel Member COOPER REVIEW PANEL

Maximising Benefits for Members and Cost-Efficiencies through Mergers & Acquisitions

“Industry rationalisation is one of the major challenges and opportunities for our industry. All funds need to position themselves for the future industry landscape. The topics and speaker line up for the 2011 Mergers & Acquisitions for Super Funds Conference is a valuable way for the industry to get across the issues and learn from the experience of others.”

Andrew Proebstl, Chief Executive, LEGALSUPER

“Large funds, the consolidators, need to assess scale and growth separately when looking at potential mergers. Size may be a major factor, but the ability to continue to maintain above average growth rates post merger is an important outcome Trustees should also be seeking. At a time when merger activity has reached a new high, the conference presents a unique opportunity to hear from others and gain deeper insights of this kind.”David Atkin, Chief Executive Officer, CBUS

Featuring 8 Case Studies and a Ministerial Opening

Keynote

www.superfundma.com.au

Key Speakers Include: Tom TaylorChairmanCUESUPER

Eva SkiraChairWESTSCHEME

Andrew ProebstlChief ExecutiveLEGALSUPER

David AtkinChief Executive OfficerCBUS

Michael DwyerChief Executive OfficerFIRST STATE SUPER

Visit our download centre for podcasts, white papers and much more...

www.superfundma.com.au

Mergers & Acquisitionsfor Super Funds 2011

EARLY BIRD DISCOUNT:Book before 17th May 2011 to receive a $400 Discount!Make the MoSt of Your tiMe out of the

office With 3 interactive WorkShopS:

Workshop A: Lessons from the Coal-Face

- What to Watch Out for When Merging

Workshop B: Preparing for the Future: How SMSF

Will Impact the Public Super Fund Industry

Workshop C: Conducting Effective Due-Diligence

to Evaluate the Benefits and Opportunities of M&As Main Conference: 20 – 21 July 2011Interactive Workshops: 20 – 21 July 2011 Venue: Amora Hotel Jamison, Sydney, NSW

Organised by: Researched & Developed by:

Media Partners:Associate Partner: Spotlight Partners: Featured Exhibitor: Workshop Sponsor:

THE EXPERT PANEL AT A GLANCE:

The Hon David Bradbury MP Parliamentary Secretary to the Treasurer THE TREASURY

Eva Skira Chair WESTSCHEME

Tom Taylor Chairman CUESUPER

Andrew Proebstl Chief Executive LEGALSUPER

David Atkin Chief Executive Officer CBUS

Michael Dwyer Chief Executive Officer FIRST STATE SUPER

Fiona Reynolds Chief Executive AUSTRALIAN INSTITUTE OF SUPERANNUATION TRUSTEES

Peter Lambert Chief Executive Officer LOCAL GOVERNMENT SUPER

John Livanas Chief Executive Officer AMIST SUPER

Kevin Casey Panel Member COOPER REVIEW PANEL

Graeme Russell Chief Executive Officer FIRST SUPER

David Whiteley Chief Executive ISN – INDUSTRY SUPER NETWORK

Sean Leonard Executive Manager Product Strategy CBUS

Adrian Raftery Director of Mr Taxman and Lecturer UTS

Michael Dundon Chief Executive Officer ESSSUPER

Jack Gray Paul Woolley Centre for the Study of Capital Market Dysfunctionality UTS

Dr. Mohamed Ariff Professor of Finance BOND UNIVERSITY

P.S.: Ensure that you take full advantage

- Register for the 3 strategic and interactive

workshops. Turn to page 3 for more details!

Make Sure You Don’t Miss Out! call +61 2 9229 1000 fax +61 2 9223 2622 email [email protected]

Who Will You Meet at M&a for Super fundS 2011?This industry event will bring together high-level professionals of Super Funds from Australia and New Zealand within the following roles:

Board of Directors and Trustees

CEO’s, Chief Investment Officers, COO’s, CFO’s and Chief Executives

General Manager Business Strategy

General Manager Business Operations

Head of Superannuation

Head of Business Strategy

Head of Business Development

Head of Regulatory Compliance

Head of Risk

Head of Mergers & Acquisitions

Project Manager

Dear Superannuation Professional,

With merger talks progressing throughout the industry making the right decision now is crucial to secure the future of your fund and your members.

The recent government inquiries such as the Cooper and Henry Review have turned the super industry on its head. Whilst Australia currently has the most competitive fund management industry in the world, the only way funds can continue to survive is by:

Decreasing deficiencies

Improving scale

Improving member retention

Reducing fees

IQPC’s Mergers & Acquisitions for Super Funds 2011 will bring together senior-level professionals across the Australian and New Zealand super fund industry. Whether you already are in the process of merging or currently conducting due-diligence and cost-benefit analysis, you can’t afford to miss this conference.

M&A for Super Funds 2011 is the ONLY event in Australia and New Zealand where you can meet your peers to network, benchmark and assess key benefits of mergers & acquisitions including:

Identifying the Right Partners and Conducting Due Diligence to Assess Cost-Benefits of Merging

Ensuring Seamless Merging of Funds to Achieve Greater Economies of Scale

Unlocking the Full Potential of a Merger through Effective Post-Merger Integration

Secure the benefits of greater economies of scale, efficiency and a stronger overall market position for your members.

I look forward to seeing you at the conference.

Kind regards,

Teresa Bildstein Project Director – Mergers & Acquisitions for Super Funds 2011 IQPC Australia

8:00 Conference Registration and Arrival Coffee

8:25 Opening Address from Conference Chair

The evoluTion of The SuperannuaTion induSTry

8:30 Ministerial Opening Keynote Address: Assessing Superannuation to Enable Greater Benefits to Members and Achieve Greater Economies of Scale

The governments approach towards consultation and implementation of the recommendations of the Cooper Review and incentives for super reform.

Assessing the current regulatory environment and reform incentives to create greater efficiencies in superannuation

Evaluating the benefits of M&A and industry consolidation in creating great benefits to members

Improving the regulatory environment of the superannuation system Increasing superannuation from nine to 12 per cent to further improve

retirement incomes of all Australians The Hon David Bradbury MP, Parliamentary Secretary to the Treasurer,

THE TREASURY

9:00 The Impact of the Cooper Review and how it is Changing the Superannuation Industry

Achieving outcomes that are in the best interests of members and which maximise retirement incomes of Australians.

Examining fund design choices and MySuper investments Standardising the industry by introducing common data standards for the

superannuation industry Introducing TFN as a verified unique identifier of members Leaving room for innovation by ensuring the flexibility of standards and

operation of funds Kevin Casey, Panel Member, COOPER REVIEW PANEL

9:30 Taking Stock of the Current Industry Environment and Necessary Future Improvements to Achieve Adequate and Sustainable Retirement Incomes for Australians

The point of view of ISN on how to achieve advanced effective retirement outcomes for members of funds in the current state of the industry.

Outlining the ISN’s view on the Cooper and Henry Review and their impact on the industry

Implementing the Henry Review into Australia’s Future Tax System and the Cooper Review into the governance, efficiency, structure and operation of Australia’s Superannuation industry

Identifying what further incentives the government should put in place to further industry reform

Assessing the benefits of M&A in driving industry reform and efficiency David Whiteley, Chief Executive, ISN – INDUSTRY SUPER NETWORK

10:00 Morning Tea and Networking Opportunity

10:30 The New Era for Superannuation – Improving the Benefits for Members The point-of-view of the peak industry body for industry, corporate and public

sector funds. Assessing how the Cooper recommendations would turbo-charge national

retirement savings into the 21st century Outlining how the introduction of a low cost, commission-free not-for-profit

model will improve Australian’s retirement savings Retaining the representation trustee system of governance to maintain a high-

performing superannuation industry Identifying what new measures to implement and drive the reform agenda Fiona Reynolds, Chief Executive, AUSTRALIAN INSTITUTE OF

SUPERANNUATION TRUSTEES

11:00 Executive Think-Tank: Assessing the Benefits of M&A and Industry Consolidation in Driving Greater Efficiency in the Super Industry

Assessing the value of M&A in creating a stronger overall superfund industry in enabling growth, creating operating efficiency and offering greater benefits to members.

Enhancing stability and driving greater economies of scale for members through M&A

Assessing the impact of current government reform to review the value of incentives for the industry

Implementing the increased 12% superannuation guarantee Envisioning the future of the super fund industry Graeme Russell, Chief Executive Officer, FIRST SUPER Andrew Proebstl, Chief Executive, LEGALSUPER Fiona Reynolds, Chief Executive, AUSTRALIAN INSTITUTE OF

SUPERANNUATION TRUSTEES Tom Taylor, Chairman, CUESUPER

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

mergers. Identifying the issues that need to be addressed when deciding to and exiting a

merger Assessing the risks associated with the decision and processes of a merger

and how to mitigate those risks Outlining strategies for protecting the position of parties of the merger Unwinding a merger successfully Mark Cerché, Partner, ALLENS ARTHUR ROBINSON

12:20 Lunch and Networking Opportunity

idenTifying The righT parTnerS and ConduCTing duediligenCe To aSSeSS CoST-BenefiTS of Merging

13:20 Case Study: The Mechanics and Background of the Westscheme Merger – in the Members’ Interests

Understand how Westscheme decided to merge and how they identified a suitable partner and are preparing for the integration process.

Outlining the drivers for Westscheme’s merger Selecting a suitable partner and the process of business and cultural fit Conducting due diligence and planning for integration - bringing people along Retaining and strengthening the Westscheme identity going forward within the

merged entity Eva Skira, Chair, WESTSCHEME

14:00 To Merge or Not to Merge – Realism and Optimism in Board Decisions Understand how these crucial decisions are made at board level and what needs

to get considered. What are the key factors to consider? Should your super fund have a merger strategy? What does a merger strategy look like? Getting the board ‘on board’ for the journey How does a board implement and overview a merger strategy successfully? Tom Taylor, Chairman, CUESUPER

14:40 Key Consideration when it comes to Insurance As a super fund, what do you need to consider when merging or acquiring? How to pick the combined or ongoing insurer and how important is this

decision What are the key benefit design traps and tips How will a merger impact premiums and effect bargaining power How super fund administrators impact the process Should the insurers used by a fund be considered when selecting merger

partners or acquisition targets

Facilitated by ONEPATH

15:20 Afternoon Tea and Networking Opportunity

15:50 Streamlining Business Operations in Order to Maximise Fund Efficiency and Ultimately Grow Fund Assets

Negotiating the small print of a merger before the merger process starts. Agreement to share costs of merger between funds Setting up a sufficient budget for the whole merger process Achieving cost benefits from greater scale Increasing membership, assets and member satisfaction Graeme Russell, Chief Executive Officer, FIRST SUPER

16:30 Optimising Fund Performance Before and After a Merger Legalsuper has undergone 7 fund mergers in the past 8 years, benefit from their

vast expertise. Growing membership, FUM and building brand loyalty Rationalising service and product line-ups to achieve efficiencies Utilising suitable communication strategies to achieve member buy-in Combining management teams and managing the associated people issues Overcoming implications for organisational culture Effectively managing the costs of mergers Managing the merger and simultaneously keeping day to day operations on track -

making the merger as seamless as possible for members Andrew Proebstl, Chief Executive, LEGALSUPER

17:10 Closing Remarks from the Conference Chair

17:15 Cocktail Reception

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 [email protected] W www.superfundma.com.au

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AGENDA - DAY 1 Wednesday, 20 July 2011

7:30 Morning Workshop B: Preparing for the Future: How SMSF Will Impact the Public Super Fund Industry

9:30 Coffee and Networking Opportunity

10:00 Opening Remarks from Conference Chair

enSuring SeaMleSS Merging of fundS To aChieve greaTer eConoMieS of SCale

10:10 Achieving Greater Economies of Scale with Targeted Industry Consolidation

Both sides of the story of the successful merger between Cbus and Connect to achieve greater economies of scale and maximise benefits for members.

Conducting effective target evaluation to identify a suitable fund to merge with Creating efficiency by assessing both operational and business models to

increase membership and assets of the merged entity Balancing risks versus benefits of M&As to ensure increased market shares Ensuring trustee buy-in by demonstrating how the merger is in the best interest

of members David Atkin, Chief Executive Officer, CBUS Sean Leonard, Executive Manager Product Strategy, CBUS

10:50 Finding a Suitable Partner to Merge by Assessing the Business and Cultural Fit

In order to offer true additional benefits to your members it is crucial to find merger partners with the same vision and mission.

Evaluating the business case for horizontal and/or vertical integration to ensure economies of scale

Conducting effective target evaluation to identify suitable funds to merge with Recognising operating styles, cultures, governance principles and strategic

goals of both funds to achieve a successful merger that fits Balancing risks versus benefits of a potential merger to ensure an increased

market share Michael Dwyer, Chief Executive Officer, FIRST STATE SUPER

11:30 Tips and Tricks for Ensuring a Successful Merger Dealing with the challenges that reforms to the industry may pose for super funds. A-Z to conducting a robust cost benefit analysis for M&A Seamlessly transfering and integrating your business objectives to your partner

fund by assessing cultural fit Ensuring a quick and effective due-diligence process through clear stakeholder

buy-in Considerations to maximise fund assets, grow membership and expand your

product offering David Coogan, Partner, PwC

12:10 Morning Tea and Networking Opportunity

12:40 Roundtable Session: Minimise the Risk to Member Services with an Effective Operations and IT Integration Plan

Integration planning is rarely contemplated at the outset of an M&A transaction, yet poor planning can lead to complicated integration processes.

The real risks of poor operational and IT integration, knowing where the pot-holes are

Assigning a dedicated integration team from both Funds to ensure efficient and smooth operational and IT integration

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

13:20 Evaluating the Pitfalls and Benefits of M&A - Botique versus Megafund Identifying the benefits and pitfalls of a merger with your fund are crucial to ensure

long-term benefits for members. Understanding the differing management challenges in running a large

organisation versus a boutique Contrasting the motivation of staff - the independence of a boutique, versus

career pathway in a large fund Comparing the speed and nimbleness of a boutique to access to resources and

structure of a megafund Managing learning and corporate knowledge with suitable reward and alignment

strategies Understanding what’s in the best interest of the fund and its members John Livanas, Chief Executive Officer, AMIST SUPER

14:00 Lunch and Networking Opportunity

15:00 Choosing the Best Business and Operational Models for the Merged Fund to Increase Membership, Assets and Member Satisfaction

To achieve a seamless merger process it is essential to agree and communicate all aspects and agree on a integration plan.

Combining both funds products into one effective product rationalisation to achieve efficiencies in one product offering rather than two

Ensuring buy-in of members into the merger with clear communication Combining duplicate departments of the funds into one new joined department Blending the two cultures of both funds together into one Agreeing on a joint low-cost fee model of superannuation product offerings Offering the same good service thought the entire merger to make it as

seamless as possible for all members Michael Dundon, Chief Executive Officer, ESSSUPER

15:40 Buttoning Up Superannuation The financial crisis has triggered a resurgence of Industry Policy. This has led Bill

Watson and Jack Gray to: Compare the needed re-structuring of the superannuation industry with the

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/

economies of scale Propose industry structures to maximise disengaged members’ net benefits Jack Gray, Paul Woolley Centre for the Study of Capital Market Dysfunctionality,

UTS

16:20 Afternoon Tea and Networking Opportunity

16:50 Case Study: Maximising Benefits for Members and Cost-Efficiencies without Merging

Understand why this fund has decided not to merge. Assessing the current industry environment and ongoing merger activities Conducting effective cost-benefit analysis to make an informed decision Why not merging at this stage ensures more benefits to our members Strengthening our market position and member retention with different business

strategies Peter Lambert, Chief Executive Officer, LOCAL GOVERNMENT SUPER

17:30 Closing Remarks from the Conference Chair

17:45 Evening Workshop C: Conducting Effective Due-Diligence to Evaluate the Benefits and Opportunities of M&As

BOOK NOW! T +61 2 9229 1000 F +61 2 9223 2622 E [email protected] W www.superfundma.com.au

“The conference provides an excellent forum for discussion on the future shape of the superannuation industry and the issues involved in maintaining efficiencies of operation. There is a fine array of speakers from across the relevant super fund sectors.”Kevin Casey. Panel Member, COOPER REVIEW PANEL

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Benefits of Sponsoring & Exhibiting:

1. Direct access to your target market

2. Enhancing your company or brand position

3. Increasing your competitive selling advantages

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 [email protected] to secure premium exposure.

AGENDA - DAY 2 Thursday, 21 July 2011

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EVENING WORKSHOP A Wednesday, 20 July 2011 • 18:15 - 20:45

Lessons from the Coal-Face - What to Watch Out for When Merging

ABOuT yOuR WORkSHOP LEADERS:

Andrew Proebstl, Chief Executive, LEGALSUPER

David Coogan, Partner, PRICEWATERCOOPERS

OnePath

Jenny Willcocks, Partner, HOLDING REDLICH

All four parties will facilitate this very interactive session to arm you with the knowledge, legal and insurance advice you need to make your mergers and acquisitions a success.

As soon as the most suitable merger partner is found, the merge is agreed and 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-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 SceneOverview of recent involvement in mergersViews of the likely future industry landscape in 2020 What really are the benefits of merger? Are their negatives about merger?

Session 2: The Top Five Lessons from Recent MergersWhere are the key risks of merger?The things you must do when mergingWhat are the costs of merging?

Session 3: Three Perspectives on Mergers from Four Different Industry Practitioners Fund perspective 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

Including MySuper products into your offerings Implementing SuperStream to improve productivity and usability Mitigating duplicate accountsImproving the way fund-to-fund rollovers are processed and the way

contributions are made

ABOuT yOuR WORkSHOP LEADER: Adrian Raftery, Director of Mr Taxman and Lecturer, UTS Adrian Raftery, aka Mr Taxman, MBA, B.Bus, FCA, CFP, F Fin, FTIA, MAICD, has over 20 years’ experience in providing accounting services and financial advice to businesses and

individuals. After university Adrian started an accounting cadetship with Pannell 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 an option trader with Optiver, before establishing ARW Chartered Accountants in 1997 and accountantsRus in 2001 in conjunction with the 1300 & 1800 TAXMAN smartnumbers. Adrian is a Certified Financial Planner, holds an MBA and specialises in business planning, superannuation consulting and tax. Adrian holds a graduate diploma in financial planning, a graduate certificate in journalism and is currently completing a doctorate at UTS on superannuation.

With the Self Managed Super Funds (SMSF) on the rise, it is important to understand what impact the growing SMSF sector will have on the public superannuation industry. By now, nearly a third of all super assets are held in self-managed funds, the number of which has doubled in the past ten years. One clear message from the Cooper review publications, including the releases 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 long-term. And how can funds start to prepare themselves now? Attend this workshop to have in-depth discussions about this topic and to come up with strategies and solutions to prepare your fund for the future.

Session 1: Evaluating the Current EnvironmentIdentifying the main differences between SMSF and public super funds

from a members point of viewHighlighting the potential risks of SMSF compared to public funds Increasing benefits for members to maintain customers and acquire new

customers Outlining the impact MySuper will have

Session 2: Countermeasures to Strengthen the Public Super Industry

EVENING WORKSHOP C Thursday, 21 July 2011 • 17:45 - 20:15

Conducting Effective Due-Diligence to Evaluate the Benefits and Opportunities of M&As

Session 3: External Communication and OperationDiscussing how to streamline business operations Working out the merit of the merger Working with external providers for advice and referee services Negotiating the merger contracts

ABOuT yOuR WORkSHOP LEADER: Dr. Mohamed Ariff, Professor of Finance, BOND UNIVERSITYDr. Ariff is a Professor of Finance at the Faculty of Business of the Bond University and has been lecturing about corporate

finance, investment finance, capital markets and derivatives. ANd for over 10 years he is running a very successful session about mergers and acquisitions. Now coming to this industry event.

The whole industry is thinking and considering M&A at the moment. Once your fund gets to the stage of seriously starting due-diligence it is crucial to design the whole process as time and cost efficient as possible. Attend this workshop in order to get practical advice and insights in how to make the due-diligence stage a success in regards to time, money and resources spend.

Session 1: Conducting Effective Due-Diligence Conducting cost-benefit analysis of merger options for your fund Determining the viability of investing into a mergerBalancing risks versus benefits of M&A to make informed decisions

Session 2: Internal Communication and OperationSelecting potential merger partners due to their product offering, culture

and industry Communicating with boards and staff Considering unrealised gain positions of own and merger fund

INTERACTIVE WORKSHOPS

PwC provides industry-focused professional services to build public trust and enhance value for clients and their stakeholders.More than 163 000 people in 151 countries across our network share their thinking, experience and solutions to develop fresh perspectives and practical advice.We support and provide advice to the investment management industry including superannuation fund trustees, administrators, custodians, fund managers and corporate and commercial institutions.For more information visitwww.pwc.com.au

OnePath is one of Australia’s largest and longest-serving insurance companies. We have been helping Australians grow and protect their wealth for over 130 years, previously as Mercantile Mutual and more recently as ING Australia. Our size, stability and expertise can help superannuation funds safeguard their members’ benefits.OnePath is more committed than ever to the group risk industry. In testament to this, we are continuing to invest significantly in market leading product design, technology and client servicing and management capabilities.

Allens Arthur Robinson has one of the leading superannuation and investments practices in Australia.Our depth of knowledge of the complex regulatory and industry considerations at play in superannuation fund mergers, along with our top-rated corporate practice, gives us the capability to handle even the most complicated superannuation funds merger.Our recent experience includes successor fund transfers and mergers involving Rio Tinto Staff Superannuation Fund, Maritime Super, Foster’s Group Superannuation Fund, BP Superannuation Fund, BHP Billiton Superannuation Fund and Ford Australia funds.

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

CommInsure is one the largest life insurers in Australia and is part of the Commonwealth Bank Group. With over 135 years in life insurance experience, 1,600 employees and more than three million customers, CommInsure has the strength, scale and capacity to protect the lifestyles of Australians now and in the future.CommInsure Wholesale Life is a specialist group insurer and a leading provider in the Australian wholesale life market. We take a fresh approach to insurance through innovation, simplicity, competitive products and responsive service. http://www.comminsure.com.au

MetLife Insurance Limited (MetLife), an affiliate of MetLife, Inc., is a specialist provider of life insurance to affinity partners, superannuation trustees and employers in Australia. MetLife has expertise in designing and executing both direct insurance programs for partners’ customers and insurance solutions to meet the needs of specific member groups. MetLife has been a specialist provider of life risk insurance products in Australia, since 2005. MetLife, Inc., through its affiliates (collectively the “MetLife companies”), operates in the Asia Pacific, Americas and Europe and has over 140 years of experience.For more information, please visit www.metlife.com.au

Holding Redlich is a fully integrated leading national Australian commercial law firm with offices in Melbourne, Sydney and Brisbane. The firm has 54 partners and over 350 staff.Our superannuation & funds management team is among the most experienced in Australia and has acted in some of the largest industry fund mergers in Australia. We provide advice and assistance to trustees across all aspects of fund mergers.We add value to our superannuation clients’ businesses by providing advice that is practical, perceptive and cost-effective.

INTERACTIVE WORKSHOPS

About our Sponsors’

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

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* CheQUe eNCloSed For $ (Please make cheques payable to: IQPC)

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PleASe ChArge * American express * Visa * masterCard * diners Club

NAme oF CArd holder [PleASe PrINT]

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20 - 21 July 2011WHen?

Amora hotel Jamison11 Jamison Street, Sydney NSW 2000Tel: 61 2 9696 2500 Fax: 61 2 9696 2600 www.amorahotels.com.au/Jamison/

DELEGATE 1 [SUrNAme][FIrST NAme]

DELEGATE 2 [SUrNAme][FIrST NAme]

DELEGATE 3 [SUrNAme][FIrST NAme]

APPROVING MANAGER [SUrNAme][FIrST NAme]

RegisTeR me for Mergers & Acquisitions for Super Funds 2011 PLus Workshops A B C

* Payment must be received by IQPC prior to 5pm AEST on the cut-off date. # Registrations received without payment or a Government PO will incur a processing fee of $99 + GST = $108.90

per registration.

* Please send me set(s) of AUdIo ComPACT dISCS and PreSeNTATIoNS Cd at $878.90 ($799 plus gST) or $603.90 ($549 plus gST) Presentations Cd only

* Please keep me informed via email about this and other related events

PrIVACy - yoUr ChoICeAny 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 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 [email protected], call 02 9229 1028 or fax 02 9223 2622.

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IQPC CANCellATIoN ANd PoSTPoNemeNT PolICy: For deTAIlS oF IQPC’S 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.

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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 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.

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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.

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STAndARd pRICE VEndoR pRICE

Conference Only $2999 + GST = $3298.90 $3399 + GST = $3738.90 $4999 + GST = $5498.90

Conference + 1 Workshop $3649 + GST = $4013.90 $4049 + GST = $4453.90 $5649 + GST = $6213.90

Conference + 2 Workshops $4697 + GST = $5166.70 $5097 + GST = $5606.70 $6697 + GST = $7366.70

Conference + 3 Workshops $5396 + GST = $5935.60 $5796 + GST = $6375.60 $7396 + GST = $8135.60

SAVE $400

Maximising Benefits for Members and Cost-Efficiencies through Mergers & Acquisitions

www.superfundma.com.au

Mergers & Acquisitionsfor Super Funds 2011