ROSALYN DEVRIES | MONDAY, 4 FEB 2013
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
LESTER WILLS | MONDAY, 4 FEB 2013
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
Administration & Management
CHRIS CORNEIL | MONDAY, 4 FEB 2013
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
| MONDAY, 4 FEB 2013
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
CLAIRE KEATING | MONDAY, 4 FEB 2013
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
International Trends in the Provision of Retirement Income Solutions Part I - International Market Background
WADE MATTERSON | MONDAY, 4 FEB 2013
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
WAYNE HIRT | MONDAY, 4 FEB 2013
Increasing competition between funds to both increase and retain membership numbers has driven funds to seek ways to differentiate their online services. Read more
PAUL TRIGG | MONDAY, 4 FEB 2013
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
STEPHEN GRAHAM | MONDAY, 4 FEB 2013
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
GARETH ABLEY | MONDAY, 4 FEB 2013
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
EDDIE CHUNG | MONDAY, 4 FEB 2013
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
ALEXANDER VAN ITTERSUM | MONDAY, 4 FEB 2013
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
RENATE FINKE | MONDAY, 4 FEB 2013
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 | MONDAY, 4 FEB 2013
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
Treasury is seeking feedback on how the inherently complex retirement phase of superannuation can be improved to match the success of the accumulation phase.
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.
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).
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.
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.
Netflix's series "Madoff: The Monster of Wall Street" was confronting summer viewing - the harrowing stories of investors losing everything.
Commonwealth Bank data shows the Australians who withdrew super spent more, but paid down their debt.
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 ...
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.