Volume 15, Issue 2

Communications & Marketing
MLC
MLC  |  FRIDAY, 3 FEB 2023
This paper will explain the types of fees you might currently be paying and how you can get value for those fees. Read more
Bharat Bathi
BHARAT BATHI  |  FRIDAY, 19 MAY 2023
Despite the long-standing history of private pension plans, superannuation was introduced to Australians 30 years ago to help them support their retirement in a financially viable way. Read more
Retirement
John Perri
JOHN PERRI  |  FRIDAY, 10 FEB 2023
Whether you are still working, or have already retired, the rules around superannuation contributions, accessing superannuation and things like Age Pension eligibility ramp up once you hit your 60s and 70s. Read more
Fidelity International
FIDELITY INTERNATIONAL  |  FRIDAY, 24 FEB 2023
China is developing a new 'third pillar' superannuation scheme to support its ageing population, one that could reshape both ordinary people's retirement plans and the country's asset management industry. Read more
Plan For Life
PLAN FOR LIFE  |  FRIDAY, 17 MAR 2023
Following the commencement of the Retirement Income Covenant from 1 July 2022, registrable superannuation entities licensees have published summaries of their retirement income strategies on the internet. Read more
David Orford
JIM HENNINGTON , DAVID ORFORD  |  FRIDAY, 14 APR 2023
Under the Retirement Income Covenant (RIC), superannuation trustees are required to develop strategies to assist members to achieve and balance three core objectives: maximising retirement income; managing risks; providing access to capital. Read more
Simon Brinsmead
SIMON BRINSMEAD , MEHER EDIBAM  |  FRIDAY, 5 MAY 2023
This paper discusses the learnings and differences between each country's pension system and explores some of the current thinking around developing fit-for-purpose retirement income solutions. Read more
Technology
Steve Davison
RON MULLINS , JASON TONG , STEVE DAVISON  |  FRIDAY, 17 FEB 2023
Superannuation funds have played a central role preparing Australians to fund their retirement lifestyle. Read more
Investment
Trevor Messerly
TREVOR MESSERLY , NAYEF PERRY  |  THURSDAY, 2 MAR 2023
Nobody ever got fired for buying IBM, is a saying that has been floating around investor circles for decades. Likewise, if private markets had a catchy sound bite today, it would have to be, Nobody ever got fired for buying senior credit. Read more
Chris Iggo
CHRIS IGGO  |  THURSDAY, 6 APR 2023
Economics is a social science. It is the study of how people collectively manage scarce resources to generate goods and services that satisfy basic and other needs-and businesses are key building blocks of the economic and social ecosystem. Read more
World Gold Council
WORLD GOLD COUNCIL  |  FRIDAY, 21 APR 2023
Gold, in Australian dollars (AUD), delivered positive returns in 2022 and so far in 2023. Read more
SMSFs
Meg Heffron
MEG HEFFRON  |  FRIDAY, 10 MAR 2023
In 2021, some important changes were made to the rules governing how self-managed superannuation funds (SMSFs) paying retirement phase pensions calculate the amount of their investment income that is exempt from taxation - known as their exempt current ... Read more
Angela Harry
ANGELA HARRY  |  FRIDAY, 31 MAR 2023
When setting up a self-managed superannuation fund (SMSF), the focus is usually on how to best structure the fund's investments in a tax-effective manner to maximise the benefits for retirement. Read more
Administration & Management
Michelle Teng
MICHELLE TENG  |  FRIDAY, 24 MAR 2023
Many investment professionals have been trained to regard return volatility as the main measure of portfolio risk. Read more
Compliance
Kendra Turner
MICHAEL CHAAYA , LIZZIE KNIGHT , KENDRA TURNER  |  FRIDAY, 28 APR 2023
This paper will explore the potential impacts a draft objective will have on the superannuation industry, and what benefits legislating an objective may bring. Read more
Insurance
Ally Crowther
SIMUN SOLJO , ALLY CROWTHER  |  FRIDAY, 12 MAY 2023
This paper will highlight further action superannuation trustees should be taking as identified in REP 760 against the backdrop of their regulatory obligations. Read more
Ethics & Governance
Phil Turner
PHIL TURNER  |  FRIDAY, 30 JUN 2023
This paper provides an overview of ASIC's expectations and recommendations Read more