 KRISHNA KUMAR | FRIDAY, 17 JAN 2025 ... To overcome the issue, funds need to create a solid digital onboarding journey - a comprehensive new-member communication plan that cements the relationship, delivered through omnichannel automated touchpoints. This is about adding value through proactive ... Read more  MEG HEFFRON | FRIDAY, 13 DEC 2024 ... them a unique opportunity to: Fall prey to scammers - if an unscrupulous actor can convince an SMSF trustee to follow their plan, all the members' retirement savings are exposed. Even worse, the scammer can be instrumental in extracting the money out ... Read more  ANDREW MCKEAN | FRIDAY, 6 DEC 2024 ... corporate fund - is set to merge with ART, which also completed a successor fund transfer with the Alcoa of Australia Retirement Plan. Local regulators, as ever, made waves; APRA imposed additional licence conditions on Cbus due to governance concerns ... Read more  CARL PRINS | FRIDAY, 1 NOV 2024 The global transition to a low-carbon economy is inevitable, and financial institutions are increasingly aware of the associated risks and opportunities embedded in their investment portfolios. Technology helps provide the clarity to understand these. ... Read more  MERAY EL-KHOURY | FRIDAY, 25 OCT 2024 ... media headlines and industry discussions, the Australian Prudential Regulation Authority's (APRA) recent roundtable with life insurance chief executives offered valuable insights from an industry specialising in measuring the risks associated with mortality ... Read more | WEDNESDAY, 23 OCT 2024 ... complexity in the system. It also said that it's critically important for super funds to engage with members earlier in life to set them on the right retirement path, as many retirees move into pension phase long after they're eligible or seeking ... Read more  ROBERT DE DOMINICIS | FRIDAY, 27 SEP 2024 ... lifestyle. Questions about how to access their pot, the interplay between the state-provided pension and their own retirement plan payouts, and the tax implications of these withdrawals often go unanswered. Without a financial adviser to assist, this ... Read more  CRAIG BROOKE | FRIDAY, 23 AUG 2024 ... more complicated as the traditional family structure increasingly fractures. So, it places enormous onus on having an estate plan that limits the potential for family friction. For many families it will be difficult. Indeed, for some, tragically, it ... Read more  FELIPE ARAUJO | FRIDAY, 19 JUL 2024 This year, the first of July marked more than just the start of the new financial year; it was also the beginning of the government's stage three tax cuts. The discussions leading to the changes put a sharp focus on managing marginal tax bracket ... Read more  LEON STAVROU | FRIDAY, 19 JUL 2024 ... Trust and WBR Insights that aims to assess trends in asset management: When asked in what asset classes managers in Australia plan to increase distribution, 64% identified both private credit/private debt and real estate as likely investing targets. ... Read more |
Latest News
Coalition members call for superannuation guarantee reform
Coalition members have called for reforms that would give workers the choice to limit their superannuation guarantee (SG) - to receive higher take-home pay.
One in five pension funds face liquidity risks
Nearly one in five pension funds face liquidity risks particularly as they increase allocations to private assets, a new survey shows.
Mason Stevens rolls out super admin fee changes
Mason Stevens Super has made a slew of changes to administration fees, while also adjusting the expense recovery fee and account keeping fee from February 14.
AustralianSuper aims to five-fold $1.4bn Euro venture in five years
AustralianSuper has acquired a 50% stake in Oxford Properties Group's $1.4 billion European industrial and logistics portfolio, with the partnership to target up to $7.5 billion worth of high-quality warehouses over the next three to five years.
Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
Expert Feed
Super funds need to get better as they get bigger
While rapid growth sounds like a good problem to have, many superannuation funds are wrestling with it.
How Australia's super funds can create better retirement outcomes
With an aging workforce population, Australia's superannuation funds face increasing pressure to deliver consistent and reliable income streams to fund ...
Trustees required to lift their game on retirement income strategies
Two years on from the implementation of the Retirement Income Covenant, trustees of registrable superannuation funds are still falling short of regulatory ...
How superannuation default options are affecting younger generations when they come into retirement
Engaging younger Australians in their superannuation has always been a challenge, and the current economic climate has only heightened this issue.
