superannuation

This is an update of a note I wrote last November, but after the recent plunge in shares and the associated 10% or so loss in balanced growth superannuation funds...

A time of reckoning for those super and other funds offering ready access to investors while holding large exposures to illiquid assets was going to come one day. Most...

Most superannuation funds, and especially industry funds have significant balances in unlisted assets. Many are telling you that these assets haven't lost money, or...

The Federal government dropped a bombshell on the superannuation industry over the weekend with the announcement that members who had lost income due to the COVID-19...

Australians have been making compulsory superannuation contributions since 1992. Today, there is around $2.75 trillion dollars in retirement savings in superannuation...

Just before Christmas, the Productivity Commission presented its final 700-page report to the Government titled “Superannuation: Assessing Efficiency and...

10 years ago, Jeremy Cooper, now Chairman of Retirement Income at Challenger, chaired the Federal Government’s Super System Review, commonly known as the Cooper...

The ALP proposal to limit refunding of franking credits will clearly impact pension phase self-managed superannuation funds (SMSFs). We believe it has the potential to...

In the scramble for customers, some fund managers and superannuation providers are taking on additional risk, investing in a range of assets and deeming them ‘cash’...

The announcement by the Australian Labor Party (“the ALP”) of its policy shift to stop the cash rebate of franked dividends was predictable … and is alarming. It...

In the AFR today I argue that Peter Costello is right that there is a role for the government to play in providing super savers with a public sector alternative to...

In the AFR I argue that super funds need to radically overhaul their approach to asset-allocation by offering different options for renters and home owners, which have...

Excerpt from my column in the AFR today: Deutsche Bank's chief economist Adam Boyton asked in a recent report, 'Does the Reserve Bank of Australia's cash rate look...

On Friday the 9th June, the AFR ran an excellent article on the new breed of superannuation funds hitting the Australian market place, most of whom are targeted...