Lawyer Braydon Heape explores how the Stronger Super reforms will force superannuation funds to seek economies of scale. Read more

This note examines how lifecyle investing has evolved over time and specifically explores its potential to enhance superannuation member outcomes in Australia. Read more

In the Australian superannuation industry, member contributions and benefit statements typically focus on the rear view mirror, emphasising past performance rather than looking at the road to retirement. This paper explains the risk of such an appro ... Read more

This research suggests that funds that target a retirement income replacement goal and are outcome-oriented are likely to be the next generation of funds. And more specifically, lifecycle strategies, which not ony focus on the outcome but also take ... Read more

A survey by The Financial Services Council and DST Global Solutions on superannuation account consolidation Read more

The Australian Taxation Office (ATO) Draft Tax Ruling TR2011/D3 has created some debate within the industry regarding when a pension ceases upon the death of a member. The impact of this draft ruling has meant for many trustees and their advisers to ... Read more

In this whitepaper, Payling and Kim explore the impact changes that are occurring in the industry superannuation sector. In considering the impact of these changes, growth opportunities for fund executives are identified. Read more

Australia's superannuation funds are among the fastest growing in the world, having quadrupled to A$1.1 trillion of assets under management following more than a decade of compulsory contributions. While funds management has historically been handled ... Read more

With the recent press surrounding the use statutory declarations and the consequences of making false declarations, it is worthwhile reviewing how they are used in superannuation. It appears that, while statutory declarations are commonly used, there ... Read more

September 11, 2001, was the disaster that lead US President Bush to introduce their AML legislation, causing Australia to introduce its own legislation on 12 December 2006. As the Act is principles based, it allows businesses to apply a risk based approach ... Read more