Melanie Dunn Email and Phone Number
Experienced actuary, technical speaker, and leader. Passionate about assisting professionals with their professional development and training in superannuation and retirement, and with assisting institutions deliver superior retirement outcomes through innovative products, tools, and client engagement.Accurium are SMSF and retirement specialists, offering innovative, reliable and efficient products, actuarial services and training. Well known in the SMSF market as the pre-eminent provider of actuarial certificates and held in high regard because of our technical expertise. Accreditation: Fellow of the Institute of Actuaries of Australia, Certified Enterprise Risk Actuary, SMSF Specialist Advisor™Areas of speciality: Retirement planning strategies and modelling - cashflow strategies, retirement risks, annuities, pensions, age pension, tax, spending sustainability assessment Calculator development and retirement income models - Excel, VBA, VBnet coding, retirement models and analysis, age pension, model/calculator reviewsSuperannuation consulting - retirement income solutions and member cohorting, member engagement and education, calculators, longevity risk solutions, blending lifetime and account-based solutions, understanding lifetime income streamsEducation and training in areas such as retirement, superannuation, SMSFS, pensions, longevity, retirement modellingActuarial certificates - S295.390 exempt income proportion calculations and defined benefit pension solvency certificatesActuarial advice - legacy pension options, life interests, super valuations
Accurium
View- Website:
- accurium.com.au
- Employees:
- 14
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PrincipalAccurium Jan 2023 - PresentHobart, Tasmania, AustraliaDesign, develop, and deliver SMSF, superannuation, education, and actuarial products and services for Accurium.Passionate about assisting professionals and institutions efficiently and effectively deliver superior retirement outcomes to their clients. - SMSF training and compliance- actuarial certificates- pensions, retirement, or/and actuarial advice to financial planners, accountants and lawyers- consultancy services to superannuation funds and institutions in respect to retirement income strategies, retirement modelling, calculators, and member engagement tools -
Technical Services Manager, Senior ActuaryAccurium Jul 2014 - Dec 2022HobartTechnical Services Manager at Accurium. Manage and deliver technical content and promote Accurium as retirement specialists. Use extensive knowledge of super legislation to support the SMSF team and clients with technical queries and ongoing training. Write and deliver content at industry events and for media. Assist in the development of new products and services with a focus on SMSFs and retirement planning.I can help you with: actuarial certificates for SMSFs, defined benefits, actuarial retirement modelling, superannuation technical seminars/conferences, training.Examples of presentations:Actuarial modelling meets retirement planning - SMSFASMSF Compliance: ECPI - ASF auditsSMSFs and the Age Pension - AccuriumSMSF Retirement Essentials - University of AdelaideQ&A with a retirement planning actuary - CA ANZSustainable retirement trade off - Morningstar Key risks in retirement - Young Super NetworkLongevity risk: you might live to 100 - SMSFA SMSF cashflow strategies - BT Errors in SMSFs - Tax Institute Are your clients falling short in retirement? - Accounting Business ExpoStrategies to combat sequence risk - Accurium ECPI & segregation - BGL, Class, CA ANZ, LegalWisePension strategies - Television Education NetworkExpenses, capital gains and TBAR - AccuriumStrategies in light of the TBC - AccuriumElected segregation - AccuriumUltimate guide to ECPI - SMSFA, Tax Institute, CPA CGT and ECPI 3 years on - SMSFA National ConferenceSMSFs where are we now? - Tax Institute Summit Estate Planning - ClassTechniques for modelling retirement - Financial StandardActuarial perspective on Pensions - SMSFA national conferenceComparing retirement solutions - Actuaries Institute SummitTBA reporting; what, why and how - Accurium web classSequencing risk in retirement - SMSFA National ConferenceA full list of my published articles can be found under the 'Publications' section below. -
Head Of Smsf ServicesAccurium Sep 2011 - Jul 2014HobartLed a team of 5 staff to deliver SMSF actuarial certificate to SMSF accountants and administrators. Developed a new platform to deliver help documentation and education resources for clients.Developed a leading and innovative review systems to improve the efficiency of the actuarial certificate process which allowed Accurium to deliver certificates more accurately, consistently and with a faster turn around for clients. Expertise in S390 actuarial certificates for SMSFs. defined benefit actuarial certificates, actuarial consulting, retirement modelling. Team management, speaker at SMSF technical seminars, management reporting.Presented at:Bendzulla Actuarial SMSF Seminars 2011 and 2012Geelong Practitioners Discussion Group 2012T.A.S. Audits / TaxBanter Seminar 2012ASF Audits Conference 2012 and 2013Bendzulla Actuarial's June 2013 Webinar: SMSF Review 2012/13Bendzulla Actuarial's October 2013 Webinar: Certainty on Segregation and PensionsTax Institute of Australia Tasmanian State Convention 2013Aaron Dunn SMSF Podcast - Segregation 2013Bendzulla's March Technical Webinar: ECPI and Longevity 2014SMSF Accountants Days 2014 - ECPISPAA Webinar 2014: Risks affecting retirementBendzulla 2014 Webinar: Using MembershipSPAA Webinar 2014: Age PensionCrowe Horwath June 2014: Pension Workshops -
Actuarial AnalystBendzulla Actuarial Pty Ltd Jun 2007 - Aug 2011Hobart, TasmaniaS390 actuarial certificates for SMSFs. defined benefit actuarial certificates for SMSFs, life interest calculations and superannuation family law calculations. -
Head Of Actuarial ServicesCount Mar 2024 - PresentOversee actuarial and SMSF services within Count including Accurium's actuarial certificates and consulting work, SMSF/superannuation education and training, and liaising with stakeholders across the group in respect to product innovations, adviser training and tools for retirement. -
Senior Manager, Retirement SolutionsChallenger Limited Jul 2021 - Dec 2022Hobart, Tasmania, AustraliaOversee Challenger's retirement income model to assist the business in retail and institutional product solution analysis and decision making, with a focus on tailored retirement and product modelling, calculator development and risk management. Incorporating skills in Age Pension, superannuation and product knowledge, project planning, coding, risk management, and sales, to work with varied stakeholders across Product, Tech, Institutional, Marketing and IT to develop tools to illustrate retirement outcomes, and tailored retirement solution analysis for external clients. This requires leadership, a high level of communication, and the ability to prioritise and implement change.Use actuarial techniques to develop strategies and tools to assist advisers with providing financial security in retirement and develop retirement solutions for superannuation funds. A passion for improving the standard of financial advice and superannuation fund's retirement solutions to allow for uncertainty and risk in design and decision making, such as incorporating stochastic modelling techniques .A keen focus on products and strategies that protect against key retirement risk of inflation, market and longevity risk.You can ask me about- retirement solution design including member cohorting- retirement modelling- annuities and longevity solutions- SMSFs- retirement risk management- member education and engagement- adviser and member tool development- presentations, education and training -
Technical Services Manager - Retirement And Adviser SolutionsChallenger Limited Jul 2017 - Jun 2021Hobart, Tasmania, AustraliaAssist with product development and analysis with a focus on retirement modelling and retirement solution design, calculator development and risk management. Incorporating skills in Age Pension, superannuation and product knowledge, project planning, coding, risk management, and sales, to work with varied stakeholders across Product, Tech, Institutional, Marketing and IT to develop tools to illustrate retirement outcomes. This requires a high level communication, and the ability to prioritise and implement change.Use actuarial techniques to develop strategies and tools to assist advisers with providing financial security in retirement and develop retirement solutions for superannuation funds. A passion for improving the standard of financial advice and default superannuation options to allow for uncertainty and risk in decision making, such as incorporating stochastic modelling techniques .A keen focus on strategies that protect against key retirement risk of inflation, market and longevity risk.Recent presentations:Techniques for assessing risk in retirement - Challenger Financial Standard Technical Services ForumSMSF retirement insights - Challenger Tech Forum, Financial Standard Budget update and SMSF super reforms - IPARetirement income strategies - Capstone adviser conferenceManaging risk in retirement - Financial StandardDesigning retirement solutions in the best interest of members - Actuaries Institute Summit -
Squash CoachTasmanian Squash Academy Feb 2004 - Mar 2020Level 2 Coach at Eastside Squash Centre
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Customer ServiceEastside Squash Centre Jan 2005 - Dec 2006re-stocking, sales, cleaning, counting the till
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General AssistantState Library Of Tasmania (Rosny Branch) Oct 2002 - Jul 2003re-stocked shelves, processed borrowings, kids school holiday program
Melanie Dunn Skills
Melanie Dunn Education Details
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Global Retirement Income Systems And Erm -
Smsf AssociationSmsf Specialist Advisor™ -
Enterprise Risk Management -
Business Administration And Management, General -
Scaled Agile IncCertified Safe® 4 Practitioner -
Management/Leadership -
Actuary (Aiaa) - Associate Of The Institute Of Actuaries Of Australia -
Distinction -
Completed -
Personal Advice -
Actuarial Studies -
Hd Average
Frequently Asked Questions about Melanie Dunn
What company does Melanie Dunn work for?
Melanie Dunn works for Accurium
What is Melanie Dunn's role at the current company?
Melanie Dunn's current role is Principal at Accurium | Superannuation | Retirement | Calculators | Actuarial certificates | Training.
What schools did Melanie Dunn attend?
Melanie Dunn attended Actuaries Institute Australia, Smsf Association, Actuaries Institute Australia, Agsm @ Unsw Business School, Scaled Agile Inc, Australian Graduate School Of Management, Actuaries Institute Australia, Macquarie University, Kaplan Professional, Aamc Training Group, University Of Adelaide, Actuaries Institute Australia, University Of Tasmania.
What are some of Melanie Dunn's interests?
Melanie Dunn has interest in Playing And Coaching Squash, Reading, Watching Movies, Sports, Passing My Actuarial Exams, Health.
What skills is Melanie Dunn known for?
Melanie Dunn has skills like Superannuation, Pensions, Actuarial Science, Retirement, Smsf, Retirement Planning, Investments, Tax, Financial Services, Defined Benefit, Financial Risk, Actuarial Exams.
Who are Melanie Dunn's colleagues?
Melanie Dunn's colleagues are Chantelle Key, Mikala Whiting, Doug Mcbirnie, Megan Kaponas, Margaret Brown, Chantelle Key, Lorna Forster.
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