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Supporting members with their retirement decisions

BY   |  FRIDAY, 19 APR 2024    2:47PM
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In the crosshairs: Product design for superannuation trustees and life insurers

KING & WOOD MALLESONS
Life insurers and superannuation trustees should be considering the design of their products and the commercial outcomes for policy holders and members ...

Beyond disclosure: how to prepare for the next phase of the Design and Distribution Obligations

ERNST & YOUNG
The DDO regime is a game changer for Australia's financial firms - even if they don't realise it yet.

Retirement finance - France and Australia

JM3 PROJECTS
As an American, and as a consultant working globally to leverage ideas about workplace retirement savings programs, I will admit to perhaps idealising ...

Is your industry super fund too illiquid?

MORNINGSTAR INVESTMENT MANAGEMENT
Despite the very long-term nature of the Australian superannuation system, investors can move between options and super funds on a daily basis.

Superannuation heatwave - five hotspots for trustees in 2023

HOLDING REDLICH
Superannuation trustees (Trustees) are under increasing pressure to meet high standards, but there is no consensus as to what those standards should be.

Legislating the objective of super could stop political interference

FINANCIAL SERVICES INSTITUTE OF AUSTRALASIA
Legislating the objective of super could ward off ongoing and disruptive political interventions in the retirement savings system, FINSIA's latest submission ...

Segregating pension assets - is it always possible in the first year?

HEFFRON SMSF SOLUTIONS
A complying superannuation fund that pays a "retirement phase pension" will be entitled to a tax exemption on some or all of its investment income (provided ...

How super funds are supporting the clean energy transition

COLONIAL FIRST STATE
As the world changes, and investors' priorities begin to broaden beyond investment returns from an absolute perspective to how those returns are actually ...

We need to maintain public confidence in superannuation

HEJAZ FINANCIAL SERVICES
Ever since superannuation was mandated by Paul Keating in 1992, our national system has been a global success story. We need to be careful about shifting ...

Musings on the $3m cap consultation paper

SUPERCONCEPTS
The Consultation Paper has just been released on the Labor Government's proposed changes to the tax concessional treatment of superannuation.