This paper will explain the types of fees you might currently be paying and how you can get value for those fees. Read more

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

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

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

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

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

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

Superannuation funds have played a central role preparing Australians to fund their retirement lifestyle. Read more

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

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

Gold, in Australian dollars (AUD), delivered positive returns in 2022 and so far in 2023. Read more

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

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

Many investment professionals have been trained to regard return volatility as the main measure of portfolio risk. Read more

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

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

This paper provides an overview of ASIC's expectations and recommendations Read more