 MARK AUSTIN , LEON STAVROU , TOM LAUER | FRIDAY, 14 FEB 2025 In the move from a defined benefit retirement model to a defined contribution model, the question remains: Will employees have enough money to afford retirement? Read more  DAVID KNOX | THURSDAY, 31 OCT 2024 With the continuing growth of defined contribution (DC) pension plans around the world, it is critical that policies and principles are developed to ensure that retirees from these DC plans receive the best retirement outcome possible. Read more  STUART SHEARY | FRIDAY, 26 JUL 2024 The most common condition of release to access superannuation is 'retirement' upon reaching preservation age. Read more  PLAN FOR LIFE | FRIDAY, 31 MAY 2024 This paper examines Australian and overseas retirement income products and in particular immediate and deferred lifetime annuities, to determine the role that the latter two could play in meeting the Retirement Income Covenant. Read more PLAN FOR LIFE | FRIDAY, 12 APR 2024 This whitepaper examines 57 RSE licensees' strategies representing over 100 superannuation funds, including virtually the entire Australian retirement market covered by the RIC. Read more STUART SHEARY | FRIDAY, 8 MAR 2024 A mounts in a superannuation fund are generally protected from being included in the estate of a bankrupt. However, the trustees of a bankrupt's estate can recover superannuation contributions made prior to bankruptcy if they have been made to defeat ... Read more  BRYAN ASHENDEN | FRIDAY, 8 DEC 2023 Defined benefit interests are difficult to value in accumulation phase, as final benefits depend on length of service, final salary and other factors. Defined benefit income streams have commutation restrictions imposed by legislation and quite often ... Read more  LUKE HOOPER , GEORGIA BRADLEY | FRIDAY, 15 SEP 2023 In July this year, ASIC and APRA released a report reminding superannuation funds that the time is now to focus on retirement strategies and consider how to best assist retirees in accessing and using the benefits available to them to make the most ... Read more  RUDY HADDAD | FRIDAY, 4 AUG 2023 This paper identifies types of concessional contributions, outlines some of the associated tips and traps, explains how the carry-forward provisions work and combines these learnings into four case studies. Read more  MELINDA HOWES , MICHAEL DERMODY | FRIDAY, 14 JUL 2023 While you may think that change to Australia's retirement income system will continue to be sporadic, with new product momentum slow to build, KPMG expects 2023 to be an inflection point for retirement incomes and has identified seven drivers that will ... Read more |
Latest News
Small industry super funds beat giants on trust, service, value
|Small industry super funds lead on trust, service, and value for money, according to CoreData's annual member engagement survey.
Pacific workers face barriers to claiming super: University
Financial experts are calling on the government to simplify the process for Pacific and Timor-Leste workers that come to Australia under the Pacific Australia Labour Mobility (PALM) scheme to access unclaimed superannuation once their visa expires, according to the University of South Australia (Uni ...
Middle Australia on track for 'comfortable retirement': ASFA
Thanks to a subtle shift in superannuation policy, a 30-year-old Australian earning the median wage is, for the first time, on the path to achieve a comfortable retirement, according to the Association of Superannuation Funds of Australia (ASFA).
European property draws interest from HESTA
HESTA is investing in European alternative property via a new mandate with global real estate investment manager Heitman.
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
Elevating your emerging markets game plan
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Inflows into fixed income ETFs gather pace
While the penetration of fixed income into the ETF structure has lagged way behind equities, we expect flows to accelerate.
Managing uncertainty in a rapidly changing economic landscape
As we distill the first quarter's volatility and confusion, there is further economic moderation ahead with sizable risks to the downside.
AI, alternative data and sustainability in focus
As AI and alternative data reshape quantitative investing, here are some key insights from discussions with institutional investors.
