The Financial Planning Association of Australia The Financial Planning Association of Australia

Understanding the impact of the Retirement Income Covenant for your business and your clients


The newly legislated retirement income covenant will apply to all large super funds, including master trusts, from 1 July 2022.

The covenant will require funds to have a strategy to maximise retirement income, while managing longevity, investment and inflation risks; and also providing flexible access to savings. These challenges will sound very familiar to any adviser giving retirement income advice. Innovative new products are already emerging in advance of this change. Find out how the ideas surrounding the retirement income covenant can help you leverage better outcomes for your clients. In this session, Jeremy Cooper, Chairman of Retirement Income Research at Challenger, will consider the implications of the retirement income covenant for financial advisers.

Date and time: 14 June 22, 1pm – 2pm AEST


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