Conversations with CoreData

In this latest podcast interview with CoreData, Global CEO Andrew Inwood sat down with UniSuper Chief Advice Officer Andrew Gregory to discuss the latest trends in the superannuation industry.

In this wide-ranging conversation, Andrew Gregory dives into the role of advice in superannuation, the 'Missing Middle', and how digital technology is helping more Australians get the advice they need for a comfortable retirement.

Timestamps

00:00 Demand for advice in super

02:28 Australia falling behind in decumulation

06:26 Solving advice at scale

11:40 The 'missing middle' in superannuation

15:02 How UniSuper plans to improve their service in the future

24:42 What should we expect from the 'New Class of Adviser'?27:46 SMSF trustee changes. Will they be enough?

32:40 Trust in financial services

35:18 What can Australia learn from the US and European retirement systems?

37:45 UniSuper plans for 2027 and beyond

Get early access to this podcast and exclusive insights by becoming a member of the CoreData Community here: https://mailchi.mp/coredata/coredata-insights-landing-page

In the latest episode of the Conversations with CoreData Podcast, researcher Alana Devitt sat down with Estelle Liu, Head of Retirement Solution at AMP, to discuss the latest findings from Best Possible Retirement reportIn this wide-ranging conversation, Alana and Estelle delve deep into the current the state of retirement in Australia, planning for an extended retirement, and how AI is being used to help retirees better plan for the future. Timestamps00:00 How much do Australians need to retire?08:14 Innovating on new retirement options.18:13 Retirees are reluctant to draw down their savings.21:30 Lifetime-income products are emerging. Who are they for?26:30 Australians are seeking retirement advice through GenAI. What does it mean for the industry?This episode follows on from our recently released Best Possible Retirement report in partnership with Conexus. For more details, contact Alana Devitt at [email protected] early access to this podcast and exclusive insights by becoming a member of the CoreData Community here: https://poe-au.coredata.com.au/

In this episode of the Conversations with CoreData podcast, Head of Research Ervin Sim sat down with Shaw and Partners Head of Private Wealth Chris Smith to discuss the incoming great wealth transfer.In this wide-ranging conversation, Ervin and Chris delve into the challenges for clients navigating this transition, how advisers can best work with clients looking to prepare for the future, and the impact AI will have on the wealth management industry.Timestamps:0:00 What is the intergenerational wealth transfer?3:50 Biggest pitfalls in wealth transfer6:47 Fairness in wealth transfer7:54 Role of financial advisers in succession planning12:44 AI in Wealth Management16:09 How can AI help clients more effectively? This episode follows from our recent partnership with Shaw and Partners on The Psychology of Wealth Transfer. To learn more, you can find full report here: https://www.shawandpartners.com.au/edm/the-psychology-of-wealth-transfer/Get early access to this podcast and exclusive insights by becoming a member of the CoreData Community here: https://poe-au.coredata.com.au/

In the latest episode of the Conversations with CoreData podcast, researcher Anna Vennonen talks with OKX Australia CEO Kate Cooper about how digital assets are becoming increasingly common features of superannuation and SMSFs.

In this wide-ranging conversation, Kate and Anna delve into the reasons people are shifting towards SMSFs, how young people have embraced digital assets, the 'tokenisation' of real-world assets, and much more.

This episode follows from our recent partnership with OKX Australia on the Voting With Their Super report. To learn more, download the full report here: 405692ee-5e4f-4e27-843c-780802aea1bd-okx-voting-with-their-super-report-2026-report-teaser.pdf

In the latest episode of the Conversations with CoreData podcast, CoreData Global CEO Andrew Inwood sits down with researcher Alana Devitt to discuss the disruptions coming for the superannuation industry.

In the wide-ranging discussion, Andrew and Alana talk about the rise of SMSFs, the new entrants challenging the domain of traditional super funds, and how the era of decumulation needs to change the products and services on offer.

For more insights, subscribe to become a member of the CoreData community here: https://poe-au.coredata.com.au/signup

The latest research from CoreData paints a stark picture for super funds: while marketing spend can draw in new members, these efforts fail to retain members and build long-lasting relationships unless trust is built and service promises are fulfilled. On the latest episode of the Conversations with CoreData podcast, CoreData Global CEO Andrew Inwood and researcher Alana Devitt sit down to discuss our latest research report on this growing concern and the state of the superannuation industry. This wide-ranging conversation dives deep into what members are looking for from their super fund, the drivers of trust in superannuation, and much more.To learn more about our Best Possible Retirement report, contact Alana Devitt at [email protected] learn more about CoreData by contacting Andrew Inwood at [email protected].

The fallout from the First Guardian and Shield collapses have forced the superannuation industry to confront the threats posed by financial scams and fraud. From poor oversight to a new wave of lead generation, these fund failures reveal how the layers of safeguards were insufficient in protecting Australia's $4.1 trillion retirement system.

In this wide-ranging conversation, CoreData Global CEO Andrew Inwood and FSC CEO Blake Briggs break down the risks within the superannuation system, the growing concerns around financial scams, the case for super fund insurance, and much more.

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With 12% of Australians now holding digital assets, this growing adoption is beginning to influence the nation’s superannuation industry. As investors move their savings from super funds into SMSFs to hold crypto, the industry faces both opportunities and challenges for this emerging asset class.In this wide-ranging discussion, CoreData researchers Alana Devitt and Anna Vennonen explore the drivers behind this trend, how the superannuation industry is responding to the rise of crypto, and consider what it means for the future of retirement investing.Learn more about our cryptocurrency research by contacting Anna Vennonen at [email protected].

Learn more about our retirement research by contacting Alana Devit at [email protected].

CoreData's Managing Director Craig Phillips sat down with David Sokulsky, Founder, CEO and CIO of Carrara Investment Management, to talk about the state of the Australian funds management industry.

In this wide-ranging conversation, Craig and David discuss the growing popularity of alternative assets, the challenges for innovating in funds management, and scaling these businesses for the digital age.

In the latest episode of the Conversations with CoreData podcast, CoreData Global CEO Andrew Inwood sat down with Eugene Ardino, CEO of Lifespan Financial Planning, to talk through the state of the licensing and financial advice industry.

In this wide-ranging conversation, Andrew and Eugene discuss the approaching advice gap, the role of licensees in the market, the challenges of pricing, and the emergence of private equity in the advice industry.

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Music: Luge by Geographer.