Superannuation

The number of Australian Responsible Investors grows, but only one quarter meet the threshold for leading ESG practice

Investors seeking to invest their funds ‘responsibly’ with stronger outcomes for society and the environment, alongside delivering superior financial returns, was put to the ultimate test in 2021.

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When will I retire? The data tells the story

Demographers, economists and policy makers are increasingly concerned about the ageing population and increasing number of people aged over 45 who will start to transition into retirement over the next…

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Legacy pension changes welcome but the devil, as always, is in the detail

A long-awaited and welcome change to so-called ‘legacy pensions’ was proposed in the recent Federal Budget. This will benefit some older Australians who have been trapped in certain retirement income…

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Superfund merger activity drives move to ‘mega-funds’

COVID-19 has impacted the super sector in many ways, but it has not stopped the inexorable move towards consolidation in the industry.

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Retirement Income Review – what next for superannuation?

The Federal Government’s recent release of the Retirement Income Review is a welcome step forward in superannuation policy development. Unlike some other recent reviews, however, this one had no recommendations.

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COVID or not, it’s still going to be a Super Melbourne Cup!

COVID-19 has certainly taken no prisoners and both my passions, superannuation and horse racing are no exceptions.

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Demand increases for ESG investments; returns do not have to be sacrificed for environmental and social benefit

Our survey shows that ESG funds outperform non–ESG funds adding to the now well accepted statement that investment returns do not have to be sacrificed for environmental and social benefit

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COVID era disrupts and challenges super funds

The COVID-19 crisis has added even more complexity to a rapidly-changing super fund sector and has disrupted established market trends.

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Superannuation: time to redress the gender imbalance

Provision for retirement is an issue that affects all of us, but on balance the female half of the population has more to worry about than the other.

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Unfortunately, there is an elephant in the cup this year but it will still be super

As a horse lover and a keen student of horse racing, as well as a believer in a strong financial system – it has been a tough year.

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Open Super is a new world of opportunity for funds

New regulatory regimes have granted people more control over their superannuation than ever before and opened up a new world of innovation for funds. Open Super is here.

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Shifting demographics are changing priorities for retail investors

Demographic changes are making retail investors, on average, younger and more educated – with consequences for business.

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The Consumer Data Right Bill: a more transparent future for your financial data

Open Banking empowers consumers to request their financial data is made available to accredited third parties such as utility providers, fintechs or other banks, leading to more transparent decision making.

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