Retirement  GARVIN JONES , NEIL IRVING | THURSDAY, 3 JUN 2021 The All groups CPI figure for the December 2020 quarter has triggered upward indexation of the general transfer balance cap (TBC) and any unused part of an individual's TBC from 1 July 2021. This sounds like good news, but the bad news is that the ... Read more  FINTAN THORNTON | FRIDAY, 25 JUN 2021 The risk of members outliving their retirement savings presents a significant challenge for retirees and superannuation funds alike. With the Retirement Income Covenant (the covenant) set to come into force on 1 July 2022, super funds need to consider ... Read more Insurance Technology  STEVE DAVISON | FRIDAY, 2 JUL 2021 Digital advice is set to play a vital role for superannuation funds wanting to engage their growing memberships and steer them toward better retirement outcomes, says Midwinter's Steve Davison. Read more Communications & Marketing  SIMON RUSSELL | FRIDAY, 9 JUL 2021 Superannuation fund members are not all the same; but neither are they all entirely different. Read more Taxation & Estate Planning  AIA TECHNICAL TEAM | FRIDAY, 16 JUL 2021 It is generally well understood that an individual is unable to include directions in their Will in relation to the distribution of death benefits by a superannuation fund trustee. Read more SMSFs  LYN FORMICA | FRIDAY, 23 JUL 2021 SMSF trustees now need to use, or at least be preparing to use, SuperStream when rolling monies in or out of their fund with the Australian Taxation Office (ATO) stating that 1 October 2021 is a hard deadline and no further extensions will be granted. ... Read more  GRAEME COLLEY | FRIDAY, 13 AUG 2021 A trustee's responsibility extends beyond just the fund, they are also obliged to oversee all of the members' interests. Read more Investment  GUILLAUME MASCOTTO | FRIDAY, 30 JUL 2021 A central component of effective impact investing is that investors do not need to make a binary distinction between impact and returns. Read more Ethics & Governance  NEIL MAINES | FRIDAY, 6 AUG 2021 The importance of superannuation to society means superannuation funds are rightly assessed against rigorous investment objectives. Focus has traditionally been on investment returns versus a CPI-based target and versus peer products with similar exposures ... Read more |
Latest News
Retirement phase of superannuation consultation opens
|Treasury is seeking feedback on how the inherently complex retirement phase of superannuation can be improved to match the success of the accumulation phase.
Payday super protects most vulnerable: SMC
|New modelling by the Super Members Council (SMC) reveals payday super could add up to $36,000 to the retirement balance of workers in the lowest 20% of wage earners.
Changing retirement landscape needs regulatory framework: Actuaries Institute
|The government has been encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC).
SMSF Association, CA ANZ rally against super tax changes
The SMSF Association and Chartered Accounts ANZ (CA ANZ) have urgently called for the rejection of a newly proposed bill that would double tax on many Australians superannuation earnings.
Cover Story
A fresh start
JONATHAN ARMITAGE
CHIEF INVESTMENT OFFICER
COLONIAL FIRST STATE INVESTMENTS LIMITED
CHIEF INVESTMENT OFFICER
COLONIAL FIRST STATE INVESTMENTS LIMITED
Colonial First State chief investment officer Jonathan Armitage has a clear-eyed focus on positioning the fund manager as the first choice for retirement and investment savings. Anchoring this ambition is a commitment to delivering stellar investment outcomes, a tenet that's served as his career North Star. Andrew McKean writes.
Expert Feed
Lessons from "Madoff: The Monster of Wall Street"
Netflix's series "Madoff: The Monster of Wall Street" was confronting summer viewing - the harrowing stories of investors losing everything.
What Australians did with their super when COVID struck
Commonwealth Bank data shows the Australians who withdrew super spent more, but paid down their debt.
Equities: Why it's too early for investors to relax
This
year
has
been
that
rarest
of
things,
one
that
has
been
bad
for
both
equities
and
bonds,
with
stocks
likely
to
post
their
worst
calendar
year
since ...
2023's investor reality check
The latest ASX Australian Investor Study has just been released and the survey of 5,500 Australian adults is a terrific investment market reality check.
