The aim of this qualitative study was to explore the intentions of employees working within the Australian higher education sector towards the retirement transition process. Work and non-work variables associated with retirement transition were explored ... Read more

Intuitively the answer to this question would appear to be yes as unlike many other countries around the world, Australia operates a mandatory retirement savings scheme called the Superannuation Guarantee (SG). As a result, Australia is in a better ... Read more

You can almost hear the collective sigh of relief as 2009 draws to a close. After surviving the near collapse of the global banking system in 2008, this year has seen unprecedented scrutiny of all aspects of the financial services industry. With several ... Read more

The Henry review presents a once-in-a-generation opportunity to reform Australia's tax and transfer system to meet the challenges of the future. With an aging population it is essential Australia has an equitable and efficient retirement income ... Read more

The Ideal Fund - Reengineering the fund value proposition, June 2009 is research from PricewaterhouseCoopers Luxembourg and Caceis Investor Services. It is based on the Undertakings for Collective Investments in Transferable Securities (UCITS) framework ... Read more

On 13 May 2008, the Australian Government announced a comprehensive review of Australia's taxation system, to be chaired by Dr Ken Henry, commonly referred to as the Henry Review. The final report is due for delivery in December 2009, and together ... Read more

The existing superannuation system is built on a contradictory notion of the way people make financial decisions. On the one hand, the concept of compulsory superannuation suggests that Australians are myopic, irrational and have to be forced to save. ... Read more

Superannuation has become one of the most important assets to be taken into consideration as part of a client's estate planning arrangements. This article examines the ways in which superannuation can be dealt with in the event of the death of a member ... Read more

Increasing competition between funds to both increase and retain membership numbers has driven funds to seek ways to differentiate their online services. Read more

It wasn't too long ago when group life insurance was a small sector with just a handful of serious players. With the proliferation of group and industry super funds, the group risk market is today worth close to $2.4 billion - and rising. Paul Trigg ... Read more

According to recent Lifewise / NATSEM research, 95 per cent of Australian families don't have adequate insurance cover. This dramatic level of underinsurance provides a significant opportunity for financial advisers, especially when the client's superannuation ... Read more

Superannuation funds with high allocations to unlisted assets considerably outperformed in the recent bear market. The question is, are unlisted assets truly 'lower risk' than their listed equivalents? In this paper, Gareth Abley of MLC Implemented ... Read more

In recent times, more and more people are approaching their financial advisers to set up their own self managed superannuation funds (SMSFs) to invest in property. This is hardly surprising as most people want to be masters of their own destiny and ... Read more

In the light of the economic crisis, pensions are now very much a boardroom issue, with CFOs looking to reduce pension risks and to control costs. For companies with pension plans in multiple countries, this is no easy undertaking. Due to the diversity ... Read more

Despite the effects of the 2008 financial crisis, the global retirement market is expected to grow by 66 per cent by 2020, representing an annual growth rate of 4.7 per cent. Total pension assets will increase from €22 trillion to €36 trillion ... Read more

Azhar Abidi from Industry Funds Management, argues that when investing in long-term assets like infrastructure, investors need to ensure that they take into account all possible issues that these assets might face over time. Read more