Retirement  KATJA HANEWALD , FEI HUANG , SCOTT DONALD | FRIDAY, 23 JAN 2026 Is the super system failing vulnerable members? Read more  JULIEN HALFON | FRIDAY, 13 FEB 2026 BNP Paribas believes partnerships among pension funds, insurers, banks and asset managers will grow in 2026, especially in private markets. Read more  SCOTT BROWN | THURSDAY, 26 MAR 2026 The superannuation contribution cap increases will provide significant advice opportunities this financial year and next. Read more  JIM HENNINGTON | FRIDAY, 22 MAY 2026 In recent years, lifetime annuities have sat at the margins of financial advice - niche, complex to advise on, and often left on the periphery. Read more  WTW TOWERS WATSON | SUNDAY, 21 JUN 2026 The UK Pension Schemes Act is arguably the most wide-ranging set of pension changes since the new pension freedoms came into effect in 2015. Read more  TONY DAVIDOW | FRIDAY, 17 JUL 2026 Franklin Templeton believes a confluence of events over the last several years will fuel the growth and adoption of private markets in DC plans. Read more  AARON MINNEY | FRIDAY, 7 AUG 2026 Treasury has published the Best Practice Principles for retirement income solutions, helping super funds meet regulators expectations. Read more SMSFs  SHELLEY BANTON | THURSDAY, 29 JAN 2026 The consequences of underpaying a pension in the 2025 financial year just got a whole lot tougher. Read more  LIAM SHORTE | FRIDAY, 24 APR 2026 SAFs offer an alternative for those looking for the increased flexibility of an SMSF but without the burden of being a trustee. Read more  NATASHA PANAGIS | FRIDAY, 15 MAY 2026 The ATO has reminded prospective and existing SMSF trustees to carefully consider their trustee structure at establishment. Read more  JULIE STEED | THURSDAY, 11 JUN 2026 Getting the value of assets correct can help clients to manage tax, social security and aged care outcomes. Read more  MICHAEL HALLINAN | FRIDAY, 3 JUL 2026 Although LRBAs are not in the same class as nuclear physics for complexity, they should not be underestimated. Read more Investment  SIMON BARSOUM , SHANE DUSCH , MICHAEL SPOKANE , CHRISTIAN EICHER | MONDAY, 9 FEB 2026 The TPA approach represents a more holistic and dynamic approach to investing, one that considers a broader range of factors and allows for more flexible decision making. Read more  JAMES BULFIN | FRIDAY, 27 FEB 2026 This paper examines differentiated hedging approaches for public versus private assets, given their distinct liquidity profiles. Read more SIMON BARSOUM , SHANE DUSCH , CHRISTIAN EICHER , MICHAEL SPOKANE | FRIDAY, 20 MAR 2026 By focusing on the portfolio objectives, a total portfolio approach opens the door to investments that investors might otherwise overlook. Read more  SETH WEINGRAM | THURSDAY, 2 APR 2026 This paper shows how three vulnerabilities help explain concentrated equity's rise in popularity, and aims to bring to light underappreciated risks. Read more  BENOIT ANNE | FRIDAY, 5 JUN 2026 While beta should remain supportive in 2026, it is no longer exceptional. In this environment, security-selection alpha appears particularly attractive. Read more  DANIEL LIPTAK | THURSDAY, 30 JUL 2026 The real question is not whether AI is a bubble, but who constructed the system surrounding it and who will ultimately bear the losses when it unravels. Read more Communications & Marketing  EDWARD TAM , PRIYANKA PATEL-COOK | FRIDAY, 20 FEB 2026 The growth in Australia's super industry reflects decades of compulsory contributions and a robust investment environment, but it also brings significant responsibility. Read more  INDUSTRY FUND SERVICES | MONDAY, 29 JUN 2026 Why super funds must pivot from 'more' to 'meaning'. Read more Compliance  JACK ALLEN | THURSDAY, 5 MAR 2026 While the suggested reforms to voluntary spousal support are well intentioned, effectively tackling the gender pay gap requires more than just paper-based redistribution. Read more  SIMUN SOLJO , GUY SPIELMAN , ERIK PRIDGEN | FRIDAY, 8 MAY 2026 This paper focuses on Treasury's proposals around superannuation platform governance, super switching and member consultation. Read more  AMANDA LYRAS , ELIZABETH SMITH , JONATHAN DONALD , DANIEL BARTLETT , JOSH HACKFATH | SATURDAY, 11 JUL 2026 With Payday Super having commenced, many employers are undertaking compliance reviews and preparing to update processes and governance frameworks. Read more Insurance  RICHARD EDWARDS | FRIDAY, 13 MAR 2026 This paper outlines the key requirements that need to be met to qualify for the tax-free uplift. Read more  ANDY REYNOLDS | FRIDAY, 21 AUG 2026 There has been a lot of talk about Division 296, but there is one important exemption that has received very little attention. Read more Taxation & Estate Planning MICHAEL HALLINAN | FRIDAY, 10 APR 2026 With Division 296 inching closer to being legislated, this white paper answers the most pressing questions around how the reforms will work. Read more  DANIEL BUTLER , CASSANDRA HURLEY | FRIDAY, 14 AUG 2026 Whether someone has decision-making capacity can cause disputes and issues in various settings for clients and their advisers. Read more Administration & Management EDWARD TAM , PRIYANKA PATEL-COOK | FRIDAY, 1 MAY 2026 A modern data platform or MDP can provide a practical modern technology for superannuation funds to address data challenges. Read more |
Latest News
CBA, Colonial First State settle class action for $249m
Commonwealth Bank (CBA), together with Colonial First State Investments (CFSI) and Avanteos Investments, have agreed to settle the long-running Interest Rates Class Action for $249 million but deny wrongdoing.
Netwealth profit hit by First Guardian costs
Netwealth reported record underlying earnings and funds under administration in FY26, though its statutory result was weighed down by $74 million in after-tax costs related to the First Guardian Master Fund collapse.
ART strikes $883m QLD Westfield deal
Australian Retirement Trust (ART) has agreed to acquire a 50% interest in Brisbane's Westfield Mt Gravatt from Scentre Group for $882.5 million, in what is expected to be Australia's largest single-asset retail transaction this year.
HESTA reduces fees, minimum balance for income stream
HESTA will reduce administration fees and lower the minimum balance required to start an income stream account from September 30.
Further Reading
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.
Expert Feed
What if your super fund's biggest cost isn't on any report you've seen?
The cost of poor-quality onboarding and incomplete member data is not something most super funds can easily put a number on, but that needs to change.
Not all income is created equal
Why Australian public credit may be the most compelling source of income in today's market.
The case for private markets
As more companies stay private for longer, there is a real case for investors looking to the private markets for overall diversification purposes.
Dot dismissal: Scenario analysis in a regime-changing world
Investors hardly need reminding that macro shocks, both positive and negative, are hitting the global economy with growing frequency and force.
