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
FSC links active super choices to stronger retirement outcomes
|Australians who actively engage with their superannuation and seek financial advice could significantly improve their retirement outcomes, according to new research commissioned by the Financial Services Council (FSC).
Operational changes anticipated for Payday Super: Rest
Two-thirds of Australian businesses expect Payday Super will require moderate to significant operational changes, despite widespread confidence in their ability to comply with the reforms due to take effect from 1 July 2026.
Small fee increases cost nest eggs $77k: Vanguard
A new analysis from Vanguard Australia shows superannuation funds charging marginal fee increases can cost members $77,000 in retirement.
MySuper assets pursue $1.5tn Choice sector
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.
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Cover Story
Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
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