Communications & Marketing  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 | 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 | 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 | 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  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 , 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  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 , 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 | 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 | FRIDAY, 21 APR 2023 Gold, in Australian dollars (AUD), delivered positive returns in 2022 and so far in 2023. Read more SMSFs  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 | 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 | FRIDAY, 24 MAR 2023 Many investment professionals have been trained to regard return volatility as the main measure of portfolio risk. Read more Compliance  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  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 | FRIDAY, 30 JUN 2023 This paper provides an overview of ASIC's expectations and recommendations 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.
