The Financial System Inquiry – Where next for superannuation funds?

On 09/12/2014

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 16/04/2014

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 01/03/2013

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 02/04/2012

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.

Investing in the retirement years

On 04/07/2011

Australian superannuation funds have an obligation to assist their members to live securely in retirement. Most have good processes for investing their members’ benefits during the accumulation phase before retirement. However, no fund has yet set up a proper structure to help members prepare for retirement. Nor do funds assist pensioners to manager their benefit […]

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