Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Andrew Canobi Joshua Rout and Chris Siniakov

  • Dragana Timotijevic

  • Drew Meredith

  • Helen Fisher

  • Helen Nan

  • Ishan Dan

  • Lisa Uhlman

  • Raewyn Williams and Josh McKenzie

  • Staff Writer

Super funds failing to understand the needs of vast middle market: Report

The financial needs of a staggering 64 per cent of retirees sit beyond the comprehension of super funds, a new report states, because there is too much complexity involved when retirement income isn’t enough to satisfy lifestyle ambitions.

Staff Writer | 12th Feb 2024 | More
Did the Future Fund get it wrong?

The Future Fund’s decision to take risk off the table resulted in a lacklustre return and criticism from the super sector. But advisers know the journey matters as much as the destination.

Drew Meredith | 7th Sep 2023 | More
  • Exit strategies for advisers in the new era

    With commissions gone, financial advisers can no longer rely on swollen prices when they sell their practice according to Helen Nan. Exiting to retirement now means planning like an adviser would.

    Helen Nan | 17th Apr 2023 | More
    Has there been a better time for retirees to invest?

    Ever since the GFC interest rates around the world have been on a trajectory to zero, which acted as a proxy tax on investing for retirement for millions. But the current economic is a whole new ball game, writes Drew Meredith.

    Drew Meredith | 30th Jan 2023 | More
  • Death benefit litigation puts SMSF management in focus

    Litigation involving estate planning and superannuation is ramping up, with major impacts on self-managed super funds, and in particular trustee obligations. Cooper Grace Ward partner Hayley Mitchell discusses key recent case law and what it means for estate planning and SMSF management.

    Lisa Uhlman | 25th Jan 2023 | More
    Could politicising super depoliticise it?

    Coalition Senator Andrew Bragg has been outspoken in his concerns about the growing power of the industry (or union) superannuation sector. Between himself and fellow Coalition member Tim Wilson MP, they are singlehandedly putting the blowtorch on a sector that avoided the worst of the Royal Commission. In a paper this week titled Competition for…

    Drew Meredith | 26th Aug 2021 | More
    Rethink needed in the pursuit of retirement income

    Leading equity manager Martin Currie has suggested the superannuation, advice and wealth management industry may have it all wrong, in its new research piece titled ‘Investing for a sufficient retirement income’. In the paper, chief investment officer Reece Birtles advocates for a “rethink” of the traditional risk-return-dominated approach to portfolio construction, suggesting a “sufficient income…

    Drew Meredith | 19th Jul 2021 | More
    Magellan looks to booming retirement market, launches FuturePay

    Magellan Financial Group (ASX: MFG) last week released its long-awaited new retirement product, called FuturePay. The product launch comes at an important time for the investment and superannuation industry in general, which has seen very little innovation or new product releases focused on delivering more sustainable retirement incomes. So, what is Magellan FuturePay? The product…

    Ishan Dan | 7th Jun 2021 | More
    Pfizer’s Coronavirus vaccine – a closer look

    A major milestone for Pfizer On 9 November 2020, Pfizer announced that its vaccine candidate, developed in collaboration with BioNTech, was more than 90 per cent effective in preventing COVID-19 in participants without evidence of prior SARS-CoV-2 infection in the first interim efficacy analysis. After discussion with the US Food and Drug Administration (FDA), Pfizer…

    Helen Fisher | 16th Nov 2020 | More
  • Income targeting in a Retirement Portfolio

    Given the Retirement Income Panel’s work over the past year, super funds need no more motivation to answer the critical question: how can funds deliver an adequate pension to retired fund members? The question, however, can’t be answered without determining what an ‘adequate’ pension is. This ResearchBite considers how a hypothetical fund creating an income-targeted…

    Raewyn Williams and Josh McKenzie | 29th Oct 2020 | More
    Finally, a win for retirees

    The ATO delivered some positive news, approving fractional property investment platform Domacom’s’ application to broaden the use of the $300,000 downsizer contribution.

    Drew Meredith | 27th Aug 2020 | More
    Social housing – A potential for good returns while helping those in need

    A nascent asset class is emerging on the back of the roll out of the National Disability Insurance Scheme (NDIS). NDIS is a welfare support scheme of the Australian Government that funds costs associated with disability.

    Dragana Timotijevic | 21st Jul 2020 | More