Budget 2016 – Simply Super?

  • On May 5, 2016
Superannuation is a central part of Treasurer Morrison’s first Budget. The cunningly crafted changes retain the attractiveness of superannuation as the preferred savings vehicle for retirement whilst making the system far more equitable.  There is an improvement in simplicity in some areas. About 4% of Australians will be worse off through the changes. Collectively, the […]

The Financial System Inquiry – Where next for superannuation funds?

  • On December 9, 2014
The final report of the Financial System Inquiry (FSI) was released on Sunday 7 December. The report is critical of the superannuation industry and makes some telling recommendations for change. The government appears to be pleased with the contents of the FSI final report, but not all suggestions will receive bipartisan political support. We discuss […]

Joint Superannuation Accounts

  • On April 16, 2014
Australian families usually pool their finances and have joint bank accounts for running the household. When we retire, most of us will receive a full or part Age Pension and the benefit will be based on our marital status. Yet, when Australian families save for their retirement, they are required to have separate superannuation accounts. […]

Taxing Long-Term Savings

  • On March 1, 2013
Superannuation members have not been happy since the Global Financial Crisis – there is a general perception of poor value, uncertain retirement outcomes and obfuscation. This view reflects that most members get their main message from the media, where there is a focus on fees, (meaningless) short-term investment performance and continual legislative and tax changes. […]

Asset Allocation for MySuper

  • On April 2, 2012
All superannuation funds are considering the structure of their MySuper product to be introduced from July 2013.  As part of this process, trustees will need to decide an appropriate asset allocation for MySuper.  
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