 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
Equity Trustees pushes bidders for better price
Equity Trustees' parent company EQT Holdings' board confirmed it is engaging with its two bidders - TPG Global and BGH Capital - and has pushed for an improved offer from both.
Australian Ethical, Bloomberg join ASFA
Stakeholders in the superannuation industry are becoming increasingly diverse despite continued consolidation among funds, with the Association of Superannuation Funds of Australia (ASFA) expanding its membership to include organisations spanning responsible investment, technology, banking and workplace ...
Taxpayers to foot Age Pension if super turned into ATM: SMC
New modelling by the Super Members Council (SMC) has shown One Nation's superannuation policy could leave taxpayers on the hook to pay up to double the amount taken out.
Super turns a safety-net retirement into a comfortable one: ASFA
A comfortable retirement for a couple who own their own home now costs $1513 a week, according to the latest Association of Superannuation Funds of Australia (ASFA) Retirement Standard, which found that super remains key to comfortable retirement.
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Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
Expert Feed
Warsh delivers clarity, not guidance, in Jackson Hole
In his Jackson Hole keynote speech, Fed chair Kevin Warsh delivered on what was needed to provide markets with greater clarity on his policy principles.
Retirement is changing. Our system, and our funds, need to catch up.
As compulsory super matures, success can no longer only be measured by the balances members build.
What if your super fund's biggest cost isn't on any report you've seen?
The cost of poor-quality onboarding and incomplete member data is not something most super funds can easily put a number on, but that needs to change.
Not all income is created equal
Why Australian public credit may be the most compelling source of income in today's market.
