Expert Analysis

The Association of Superannuation Funds of Australia and the Actuaries Institute have urged comprehensive consumer testing of super choice product dashboards.

13 November

Expert Analysis

Super changes will undermine innovation, nation building and member returns

The Government’s proposed superannuation performance test could drive the market towards an oligopoly structure

4 September

Expert Analysis

SMSF audit checklist in the age of COVID-19

The COVID-19 pandemic has brought unique challenges to self-managed superannuation funds and this checklist is an

26 June

Expert Analysis

Hardship early release super – good policy or ticking time bomb?

While well-intentioned, the Government’s COVID-19 hardship early release superannuation scheme may prove to be a

2021-01-29 00:30:00

Knowledge Centre

Themes driving the need for a more sustainable approach to investing

Sustainable investing is on the rise, and COVID-19 has only sharpened the focus of policy makers and investors...

Ausbil

26 June

Expert Analysis

Contribution strategies for the end of 2019/20

Self-managed superannuation funds expert, Meg Heffron argues that irrespective of the pandemic, trustees should

26 June

Expert Analysis

Opening up the super digital ecosystem

The tide is turning away from traditional closed-technology solutions as superannuation funds are taking charge of

Advisers and super funds must strive to change members’ thinking about their super as a balance in an account to an income stream that would provide for their retirement.

17 April

Expert Analysis

Why you might care for income

A look at why a focus on income will make it easier for retirees and their advisers to buy and hold growth, assets

2020-11-24 22:30:00

Knowledge Centre

Beyond the digital frontier

Secure, real-time data, insights and transactions accessible from anywhere are closer than you think – explore a...

Northern Trust

1 November

Expert Analysis

Operational risk reserves – what the IOOF case taught us

A veteran financial services barrister analyses the outcome of the Australian Prudential Regulation Authority’s

1 November

Expert Analysis

The wisdom of the ATO minimum drawdown table

Most retirees have an account-based pension and advisers need to take note of several investment issues.

The latest APRA data has confirmed that disability products are continue to challenge Australia’s insurers.

1 November

Expert Analysis

ASIC TPD report – holes in the safety net

While ASIC’s TPD report is an important step to restoring consumer confidence there is still work to be done.

SuperEd has announced its intention to raise funds to help being higher levels of advice to the super sector.

1 November

Expert Analysis

Member advice gets ‘appy’

Superannuation funds should use technology to do the heavy lifting when it comes to member engagement, IRESS’ Jeff

30 August

Expert Analysis

Funds fail on advice outcomes

The financial advice industry is at an inflection point with adviser numbers set to plummet but demand for advice

Funds can increase their realised returns and lower their overall volatility through a diversified growth strategy, according to Investec Asset Management.

30 August

Expert Analysis

Why you should diversify interest rate risk

JANA, the inaugural winner of Super Review’s Investment Consultancy of the Year Award, has pointed to the manner

11 July

Expert Analysis

Post protecting your super

Will the Protecting Your Super package deliver on its goal of creating a more efficient, level playing field that

8 July

Expert Analysis

The right way to approach customer data

Customer data has a chequered history of misuse, inaccuracies and poor oversight, but in a post-Hayne world,

30 May

Expert Analysis

Using alternatives to offset market risk

In a market environment where risk minimisation is currently a focus, institutional investors could benefit from

30 May

Expert Analysis

The importance of improving funds’ social condition

As the superannuation industry comes out of a year that saw financial services in general plummet in the public’s

30 May

Expert Analysis

Stable income and the impact of the Age Pension

Should superannuation funds include the Age Pension when they estimate a member’s income in retirement? This

The Australian Prudential Regulation Authority has warned superannuation funds that they may have risked compromising sensitive member data by outsourcing bulk emails and texts to third

30 May

Expert Analysis

Other People’s Data: Finance’s other big responsibility

If financial institutions hope to maintain the public trust they are seeking to rebuild in the wake of the Banking

11 March

Expert Analysis

Lessons for super funds from the Royal Commission

Despite the Royal Commission recommending relatively few major changes to the way super funds are operated, it

11 March

Expert Analysis

China’s role in the Global Economy in 2019

There are still investment opportunities in Chinese equities this year, Jonathan Wu writes, and looking at the

11 March

Expert Analysis

Are there smart beta factors for patience, scepticism and trust?

Douglas Ledingham writes that trust – between clients, investment teams, and companies held on behalf of clients

11 March

Expert Analysis

Where did financial services go wrong?

Financial services barrister Noel Davis examines the testimony given to the Royal Commission and its ultimate

Identifying what beneficiaries are asking for is the first step to ESG implementation, according to SSGA.

11 March

Expert Analysis

Companies, investors and the global community all stand to gain from ESG investing

In the global economy, corporate sustainability and the implementation of ESG are already driving tangible

11 March

Expert Analysis

Innovations in Retirement Income Solutions

We are well aware of the dangers Australia’s ageing population poses to our retirement income security. More needs

10 December

Expert Analysis

The changing landscape of SMSF exempt income claims

Melanie Dunn looks at how self-managed superannuation funds must now claim the most valuable tax concession for

10 December

Expert Analysis

Royal Commission: Are solutions harder than grasping at a column of smoke?

Jonathan Steffanoni explores possible outcomes of the Royal Commission for the superannuation industry, with the

10 December

Expert Analysis

Understanding the DNA of quality investments

Hamish Tadgell writes that undertstanging the management of a company is crucial to determining if it is a quality

Actuarial research house, Rice Warner, has suggested there are changes the Government could make to eliminate the unintended consequences contained in the Budget.

10 December

Expert Analysis

The Sole Purpose Test – relevant or in need of change?

Russell Mason and David Johnson write that improving member outcomes requires helping them with their saving and

Energy Super has teamed up with SuperFriend to tackle mental health issues among employees in the male-dominated energy and resources sector.

19 October

Expert Analysis

Engaging employers on workplace mental health

Better understanding employers and their key priorities can help super funds improve both workplace mental health

Being smart about smart beta There is a lot less implementation of smart beta than the hype would suggest and Jassmyn Goh finds out how super funds are treating the strategy. While smart beta is not a new strategy and the hype surrounding it is growing,

23 August

Expert Analysis

Bigger and Better than Beta? The challenge of finding alpha at scale

As the scale of assets under management in the superannuation system grows, finding alpha is becoming harder.

22 August

Expert Analysis

Time to put trust back into underwriting

Debbie Kennedy writes that better underwriting focused on trust, and enabled by the implementation of new

While the Insurance in Superannuation Code of Practice draft is a good start, it needs to explain the real impacts of rationalising funds and policies to ensure members are not left worse off, Maurice Blackburn Lawyers believes. The law firm’s principal,

6 July

Expert Analysis

The impacts and unintended consequences of the proposed Federal Budget changes

New analysis conducted by KPMG has confirmed that there is an array of unintended consequences flowing from the

17 May

Expert Analysis

Learning to live with AFCA

Specialist barrister and member of the Superannuation Complaints Tribunal, Noel Davis, explains the workings of

17 May

Expert Analysis

Move over alpha: The impact of the rise of smart beta, passive investing & ETFs on retirement savings

Shyam Rajagopal looks at what smart beta can offer the superannuation industry in helping grow members’ retirement

6 March

Expert Analysis

Global markets could face most volatile period since 2008/09

Magellan’s Hamish Douglass writes that there is a danger that US fiscal stimulus could fan inflation and lead to

23 October

Expert Analysis

The new kids on the block

KPMG’s Adam Gee looks at the new superannuation fund players to enter the market but questions whether their

With many claims involving significant sums of money, trustee decisions about who qualifies as a beneficiary and who doesn’t can have life changing impacts on individuals or family members at a time when they may be at their most vulnerable. And with the

23 October

Expert Analysis

New complaints body must not be a rushed job

The Government should proceed cautiously in its establishment of the Australian Financial Complains Authority lest

5 September

Expert Analysis

Valid approach to insurance in super

Specialist lawyer, John Berrill begs to differ with critics of the Insurance in Superannuation Working Group

5 September

Expert Analysis

Superannuation ripped-off beyond reasonable doubt

Lawyers Peter Bobbin and Christina Wolfsbauer argue that if someone defrauds you of your super you may still be

5 September

Expert Analysis

The regulators are stirring

Adam Gee writes that the superannuation sector may be facing further consolidation in the wake of the further

5 September

Expert Analysis

Insurance code needs teeth

Superannuation reforms announced by the Federal Government to improve the default insurance opt-out process are a

14 July

Expert Analysis

Rolling the SCT into AFCA a retrograde step

By deciding to roll the Superannuation Complaints Tribunal into the new Australian Financial Complaints Authority

14 July

Expert Analysis

Has O’Dwyer let the ‘opt-in’ genie out of the bottle?

The Government has pointed to superannuation balance erosion for young and lower paid fund members as a reason to

14 July

Expert Analysis

Insurance inside super under scrutiny

Mike Taylor writes that superannuation funds have found themselves dragged into the spotlight which has been

14 July

Expert Analysis

MLC Life’s group strategy takes shape

Substantially separated from National Australia Bank, MLC Life is following through on its promise to target the

While the CIPR regime aims to be a solution to the longevity risk that most Australians will face, CIPRs need to have enough incentive for a substantial take-up

14 July

Expert Analysis

The importance of CIPR incentives

While the CIPR regime aims to be a solution to the longevity risk that most Australians will face, CIPRs need to

Of all the tax strategies available, the State Street Global Advisers Tax Lab suggests the most important is preserving franking credits.

14 July

Expert Analysis

Making the most of franking credits

Of all the tax strategies available, the State Street Global Advisers Tax Lab suggests the most important is

15 May

Expert Analysis

Lost in the land of super

History is likely to show that the Federal Government’s superannuation policy report card is nothing to be proud

Default fund changes – necessary or politically motivated? There is a belief that the default funds regime is not broken and that the Government’s pursuit of changes via the Productivity Commission are politically motivated. MT: Another question and David

15 May

Expert Analysis

Governance: Director quality and experience is the key

Super Review’s annual roundtable held at CMSF has confirmed a willingness by funds to increase the numbers of

There is a belief that the default funds regime is not broken and that the Government’s pursuit of changes via the Productivity Commission are politically motivated.

15 May

Expert Analysis

Default fund changes – necessary or politically motivated?

There is a belief that the default funds regime is not broken and that the Government’s pursuit of changes via the

Market Insights

Themes driving the need for a more sustainable approach to investing

29 January 2021

Beyond the digital frontier

25 November 2020

Finding sustainable companies that thrive

20 November 2020

Doing the right thing: ESG and EMD

30 September 2020

Andrew James McAlister

A much better name than MTAA, since its open for anyone. I like it.

Merged Tasplan and MTAA Super to be named Spirit Super 6 days 3 hours ago

Sue

So, not as bad as the doomsayers were leading us to believe. Any chance of a public apology from...

Australian pension assets grow despite pandemic 1 week 1 day ago

Guy

So true - our people are our greatest asset. Just as our investors and members are. We need to...

Fund mergers highlight focus on people 2 weeks 6 days ago

Dave Peckitt

Hi do you have any info on financial planners in perth? I'm looking to consolidate my super...

Six superannuation consultancies prove stand outs 1 year 7 months ago

Anonymous

This is the most ill informed comment I have ever seen. Why on earth would you think Superannuation...

We aren’t anyone’s secretariat says AustralianSuper 6 months 4 weeks ago

Axl

That's 'toe the party line'.

We aren’t anyone’s secretariat says AustralianSuper 7 months 2 weeks ago