 MICHAEL HALLINAN | THURSDAY, 24 APR 2025 Benefits, risks and key steps when terminating legacy pensions. Read more  SHELLEY BANTON | FRIDAY, 11 APR 2025 Strict rules apply to making personal deductible contributions and adherence to them is crucial as the ATO has no related discretionary powers. Read more  SCOTT QUINN | FRIDAY, 18 OCT 2024 Making voluntary concessional contributions has long been a tax-effective strategy for individuals wanting to save for retirement. Read more  WILLIAM FETTES , DANIEL BUTLER | FRIDAY, 27 SEP 2024 Instead of starting from the position that automatically reversionary pensions are always or usually the preferred option, advisers should be aware of the potential advantages and disadvantages that can arise in different circumstances, including in ... Read more MICHAEL HALLINAN | FRIDAY, 10 MAY 2024 This paper considers whether an adult child can have an interdependency relationship with their parent. It is presumed that the adult child is legally and financially independent of the parent. Read more  GABRIELA RUSU | FRIDAY, 1 MAR 2024 AAT rules earnings as assessable income of the fund, not taxpayer. Read more  ANGELA JACKSON , EMILY MILLANE | FRIDAY, 1 DEC 2023 This paper comprises excerpts from the same-titled report prepared by Impact Economics and Policy for Philanthropy Australia. Read more  LETTY CHEN | FRIDAY, 16 JUN 2023 On 28 February 2023, the federal government (government) announced that it would reduce the superannuation tax concessions available to individuals whose total superannuation balance (TSB) exceeds $3 million, from 1 July 2025. Read more  JOHN MCILROY | FRIDAY, 19 AUG 2022 A majority of individuals are unaware that their superannuation balances contain a taxable component and a tax-free component, and that the composition of these balances can have significant effects from an estate planning perspective. Read more  MICHAEL TWOHILL | FRIDAY, 27 MAY 2022 New measure to give rights to search superannuation entitlements of one's spouse. Read more |
Latest News
Super funds put foot down on Woodside
Two of the country's biggest superannuation funds have used their voting power at the Woodside AGM, saying the gas producer has "fallen short" of shareholder expectations.
Industry bodies call for delay to Payday Super
A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028.
Australian Ethical calls out QBE
Australian Ethical has called on QBE to justify why it's allowing the continued unrestricted underwriting of new oil and gas projects.
NZ Super recognised for two decades of outperformance
The New Zealand Superannuation Fund is the world's best-performing sovereign wealth fund over the past 20 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.
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Managing uncertainty in a rapidly changing economic landscape
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As AI and alternative data reshape quantitative investing, here are some key insights from discussions with institutional investors.
Transforming member apathy and boosting engagement for super funds
To bring about meaningful change, it's crucial to understand how members currently perceive their fund, an understanding that allows providers to pinpoint ...
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Investing in high-quality small companies can offer investors significant potential for upside.
