Volume 17, Issue 1

Retirement
Scott Donald
KATJA HANEWALD , FEI HUANG , SCOTT DONALD  |  FRIDAY, 23 JAN 2026
Is the super system failing vulnerable members? Read more
Julien Halfon
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
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
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
SMSFs
Shelley Banton
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
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
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
Investment
Christian Eicher
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
JAMES BULFIN  |  FRIDAY, 27 FEB 2026
This paper examines differentiated hedging approaches for public versus private assets, given their distinct liquidity profiles. Read more
Shane Dusch
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
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
Ed Brooke
ED BROOKE  |  THURSDAY, 16 APR 2026
Investors that started the year with growing confidence that inflation was on a clear path lower are digesting a new reality. Read more
Benoit Anne
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
Communications & Marketing
Edward Tam
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
Compliance
Jack Allen
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
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
Insurance
Richard Edwards
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
Taxation & Estate Planning
Michael Hallinan
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
Administration & Management
Edward Tam
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