Investment  RENEE GROGAN | SUNDAY, 17 NOV 2024 Natural capital is the world's stock of renewable and non-renewable natural resources, such as soils, air, water and living organisms. The opportunity to achieve whole of portfolio positive natural capital impact, while improving risk adjusted returns ... Read more  WORLD GOLD COUNCIL | FRIDAY, 13 DEC 2024 While gold's contribution to managing portfolio risk is well established, supported by a large body of work devoted to its hedging characteristics, its contribution to portfolio return is not. Read more  CAMERON GLEESON | FRIDAY, 21 MAR 2025 Long gone are the days of parity between the AUD and the USD, but that trend may not continue and investors should consider their options for mitigating the risks of currency fluctuations. Read more  STEPSTONE GROUP | FRIDAY, 27 JUN 2025 As a less mature private market sector, infrastructure has not always been a major part of the secondaries conversation; however, this is changing. Read more  THOMAS HAUGAARD | FRIDAY, 18 JUL 2025 The US dollar influences the EMD hard currency asset class, but the relationship is complicated. What are the underlying drivers? Read more  WORLD GOLD COUNCIL | FRIDAY, 1 AUG 2025 As we look forward, one of the questions investors continue to ask is whether gold has reached a peak or has enough fuel to push higher. Read more  ROBERT MOORE , JASON RIX | FRIDAY, 5 SEP 2025 In this paper, JANA take a deep dive into the convertibles market, looking at the different types of convertibles and their use in credit portfolios. Read more  HARAN KARUNAKARAN | FRIDAY, 3 OCT 2025 The US faces growing fiscal challenges as its soaring interest burden is heightening concerns about long-term debt sustainability. Read more  MICHAEL PRICE | FRIDAY, 17 OCT 2025 The Australian market is an interesting one when it comes to dividends, particularly as it is extremely concentrated in terms of who pays out the dollars. Read more  SEBASTIAN MULLINS | FRIDAY, 19 DEC 2025 This paper explores why 2026 may bring both opportunity and instability, and how fresh thinking will be key to navigating the fiscal-driven landscape. Read more Compliance  ROBYN FERGUSON , NICOLE RADICE , OLIVIA WILLIAMSON , LILY ROBINSON | SUNDAY, 24 NOV 2024 Preparing for Australia's upcoming disclosure requirements. Read more  MICHAEL HALLINAN | FRIDAY, 31 JAN 2025 Without fanfare or prior notice, the government has initiated legacy pension reform. This means that the five year commutation window has now commenced. Read more  SAMANTHA HILLS | FRIDAY, 7 FEB 2025 It pays to understand super trustees' obligations when it comes to advice fees. Read more  MICHAEL VRISAKIS | FRIDAY, 2 MAY 2025 This paper has been prepared to assist trustees to navigate their duties and obligations when paying out advice fees from the superannuation fund. Read more  ANGELA WOOD , AMANDA LYRAS , ELIZABETH SMITH , JOSH HACKFATH , ALESSIO SILVESTRO | FRIDAY, 30 MAY 2025 Employers must be aware of the new Payday Super obligations and ensure their payroll administration systems are ready, or risk significant penalties. Read more  RAINMAKER INFORMATION | TUESDAY, 10 JUN 2025 Keeping ahead of an ever-changing superannuation environment. Read more  SIMUN SOLJO , GABOR PAPDI | FRIDAY, 19 SEP 2025 This paper examines the Retirement Reporting Framework and best practice principles consultation papers and what they mean for trustees seeking to stay compliant. Read more  DAVID CARRUTHERS | FRIDAY, 10 OCT 2025 If liquidity is not managed well, funds may have to sell assets quickly, potentially for a value less than expected. Read more  ELIZABETH LUCAS | FRIDAY, 9 JAN 2026 From 1 July 2026, employers will need to pay SG contributions on payday, with contributions reaching the employee's fund within seven business days. Read more SMSFs  BETASHARES | FRIDAY, 29 NOV 2024 This paper provides a step-by-step approach to crafting an SMSF investment strategy that uses ETFs as a means to achieve one's retirement goals. Additionally, it will delve into crucial aspects such as risk profiling, insurance considerations, and other ... Read more  SHELLEY BANTON | FRIDAY, 17 JAN 2025 Property investment within SMSFs remains a popular strategy for building retirement wealth, but compliance requires a comprehensive approach. Read more  CHRISTOPHER OVERTON | FRIDAY, 28 MAR 2025 While superannuation laws do not prohibit an SMSF from providing host services to the public, there are a number of considerations one must take into account. Read more  DAVID COURT | THURSDAY, 17 APR 2025 The distinction between wholesale and retail clients is a fundamental part of the financial services regulatory system. Read more  DANIEL BUTLER , WILLIAM FETTES , CASSANDRA HURLEY | FRIDAY, 9 MAY 2025 There can be significant advantages to making a voluntary disclosure including the potential to rectify and minimise penalties and other adverse consequences. Read more  TIM TOOHEY | SATURDAY, 26 JUL 2025 Are SMSFs getting too much of a free ride? Read more  SHELLEY BANTON | FRIDAY, 8 AUG 2025 If the purpose of superannuation is to build a nest egg to provide for retirement, why are the most reported contraventions loans or financial assistance to members? Read more  SMSF AUSTRALIA SMSF AUSTRALIA | FRIDAY, 26 SEP 2025 This paper is a thorough guide of what a SMSF auditor must do to meet their obligations under the SIS Act. Read more  JUSTON JIRWANDER | FRIDAY, 31 OCT 2025 This paper walks through how to build wealth through property development in an SMSF the correct way. Read more Ethics & Governance  MICHELLE LEVY , SIMUN SOLJO | FRIDAY, 6 DEC 2024 This paper will highlight what APRA plans to do over the coming 12 months through surveillance and enforcement action and areas of its likely focus, and then set out practical steps trustees can take now to prepare for increased scrutiny and possible ... Read more  JACK ALLEN | FRIDAY, 14 MAR 2025 Is an independent director requirement necessary to uplift trustee expenditure governance? Read more  STEPHEN HOWELL | FRIDAY, 4 JUL 2025 The boards of superannuation funds need to be 'gap-free' in the skills and competencies required of directors in the continually demanding area of supervision. Read more  NICK WILKINSON , TRAVIS DICKINSON , ANITA VOON | FRIDAY, 7 NOV 2025 Pricing lifetime income products inherently relies on risk pooling - where the benefits for those who live longer are, in part, funded by those who die earlier. Read more Retirement  MARK AUSTIN , LEON STAVROU , TOM LAUER | FRIDAY, 14 FEB 2025 In the move from a defined benefit retirement model to a defined contribution model, the question remains: Will employees have enough money to afford retirement? Read more  MICHELLE SEGAERT , CAROLYN SAUNDERS , OWEN MCLENNAN , GUY NORFOLK | FRIDAY, 15 AUG 2025 The UK government is proposing to consolidate the size and operations of defined contribution and local authority pension funds. This paper puts a spotlight on how 'megafunds' work in Australia. Read more  JIM HENNINGTON , DAVID ORFORD , RICHARD LECKEY | FRIDAY, 12 SEP 2025 CPI-linked lifetime annuities offer predictable, inflation-protected retirement income for life. So, how do the new Innovative Retirement Income Stream products compare and what are the key differences? Read more  RICHARD STARKEY , RUVINDA NANAYAKKARA | FRIDAY, 12 DEC 2025 This paper explores ASFA's approach to estimating the lump sum value required to maintain a certain spending level in retirement. Read more Technology  MICHELLE DUNSTAN , ALISON PORTER , SARAH DE LAGARDE , ANTONY MARSDEN | FRIDAY, 21 FEB 2025 Generative AI has the potential to transform a broad range of industries - underscoring the critical need for responsible deployment amid challenges and risks. Read more  CLIVE FERNANDES | SUNDAY, 22 JUN 2025 From legacy to leadership through adoption of smart technologies. Read more  DAN FARMER | FRIDAY, 22 AUG 2025 Once again, we are in the midst of a technological revolution - this time being driven by artificial intelligence. While AI's potential is undeniable, businesses must navigate a period of testing and learning, and refinement to achieve scalable impa ... Read more  TIM WORNER , RICHARD BUSH | FRIDAY, 14 NOV 2025 The cyberattacks targeting super funds acts as a reminder to drive strategic advantage through member trust and an elevated digital experience. Read more  LACHLAN ALLARDICE , NADINE MOORE | FRIDAY, 28 NOV 2025 This paper explains agentic AI and how it can help super funds elevate operational performance, strengthen regulatory compliance and deliver a superior member experience. Read more Insurance  ACTUARIES INSTITUTE AUSTRALIA | FRIDAY, 28 FEB 2025 This paper summarises the YFYS activity over the past three years, including implementation, government and industry response, and early observations. Read more ACTUARIES INSTITUTE AUSTRALIA | FRIDAY, 4 APR 2025 While IP offsets assist with ensuring cover is sustainable, they also pose potential challenges for superannuation funds and their members. Read more  MANSI DESAI | SUNDAY, 15 JUN 2025 This paper outlines the process to meet the PI condition of release and the tips, traps and pitfalls when helping your clients decide how they access their benefits. Read more  BINDU GEORGE | FRIDAY, 11 JUL 2025 The sustainability of total and permanent disability insurance has emerged as an important issue in Australia's financial landscape. Read more  GREG CLARKE | FRIDAY, 24 OCT 2025 After several years of risk aversion, Australian insurers are now repositioning their portfolios to reflect a return to more balanced risk exposure. Read more Communications & Marketing  MARY PAYNE , LACHLAN ALLARDICE , DAN RENOUX | FRIDAY, 7 MAR 2025 These eight themes will have significant influence on the superannuation fund industry over the year ahead, including the undeniable importance of a modern technology infrastructure. Read more  DUNCAN MCPHERSON | FRIDAY, 23 MAY 2025 How super funds can strengthen member trust through effective communication. Read more Taxation & Estate Planning SHELLEY BANTON | FRIDAY, 11 APR 2025 Strict rules apply to making personal deductible contributions and adherence to them is crucial as the ATO has no related discretionary powers. Read more MICHAEL HALLINAN | THURSDAY, 24 APR 2025 Benefits, risks and key steps when terminating legacy pensions. Read more  STUART DALL , LEO GOUZENFITER | FRIDAY, 16 MAY 2025 Taxpayers should be aware that although GIC or SIC can be calculated to accrue over a period of time, in many instances it is considered to be incurred on a single day. Read more DANIEL BUTLER , SHAUN BACKHAUS | FRIDAY, 29 AUG 2025 Div 296 may impact gains outside of super being subject to an unrealised tax in future years, if the government is successful in taxing unrealised gains in superannuation funds. Read more  SAMANTHA WONG | FRIDAY, 21 NOV 2025 When negotiating and formalising a property settlement the balance of the individual's and their former partner's superannuation should be considered. Read more  MEG HEFFRON | FRIDAY, 5 DEC 2025 The government has decided not to tax unrealised gains on superannuation balances over $3 million, but there are some other significant changes. Read more |
Latest News
Older Australians drive majority of super complaints: ASIC
Older Australians between the ages of 55 to 75 accounted for half of the internal complaints made to super funds in 2025, according to ASIC's Internal Dispute Resolution (IDR) data dashboard.
Almost half of Aussies not making voluntary super contributions
Almost half of Australians have never made an additional contribution to their superannuation potentially missing out on a significant opportunity to boost their retirement savings according to new research from Vanguard Australia.
ART to employ more First Nations members into its workforce
Australian Retirement Trust has launched its second Innovate Reconciliation Action Plan, highlighting initiatives the super fund will complete by the end of 2028, including setting up a First Nations workforce target.
US and Aussie shares 'incredibly divergent': UniSuper
The artificial intelligence (AI) investment boom continued to drive US equity markets higher in May, while Australian shares delivered comparatively modest gains amid weaker earnings outlooks and pressure on the banking sector, according to UniSuper head of fixed interest David Colosimo.
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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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