 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
APRA expects 'no cutting corners' with CPS230
APRA is warning superannuation funds "not to cut corners" when in it comes to getting their operational risk management in order as the landmark prudential standard CPS 230 comes into effect today.
Super on paid parental leave to reduce gender gap: ASFA
The introduction of superannuation contributions on paid parental leave (PPL) is set to boost women's retirement savings by $7200, according to new research from the Association of Superannuation Funds of Australia (ASFA).
Average super balance grows to $172k: ATO
The average superannuation balance grew 5% to $172,000 at the end of the 2023 financial year, new statistics from the Australian Taxation Office reveal.
MLC AM delivers real returns for members in FY25
Staying the course on listed equities amid tariff-induced market turbulence has led to MLC Asset Management achieving double-digit returns for the 2025 financial year and, more importantly, real returns for members, according to its investments chief.
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
Do emerging markets still belong in a modern investment strategy? If so, how do we appropriately weight emerging markets exposure?
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.
