Outdated portfolio thinking has left millions of Australian retirees vulnerable to low interest rates and higher sharemarket volatility, argues Allianz Retire+ . As interest rates worldwide plumb record lows, retirees are taking on more risk to earn enough investment income to live on – a strategy that could permanently damage their wealth. “The latest rate... Read more continue reading
19
Nov
2020
Superannuation funds should implement responsible investing in a tax-managed way according to a new research paper by the global implementation specialist manager Parametric. The paper presents a hypothetical tax-managed Responsible Investing portfolio that adds a quarter of a percent in after-tax returns each year over a non-tax-managed version. Raewyn Williams, Head of Research (Australia) and Analyst Josh McKenzie at... Read more continue reading
13
Nov
2020
Russell Investments has launched Australia’s first goals-based superannuation solution, using mass personalisation and proprietary algorithms to make it possible for every Australian to access a tailored investment strategy based on their unique circumstances and retirement income goals. The launch comes as Russell Investments released research showing that a personalised approach to asset allocation and voluntary superannuation... Read more continue reading
28
Oct
2020
The Retirement Income Panel’s work over the past year should give superannuation funds all the motivation they need to decide what ‘success’ in funding pensions really means, according to a research note by the global implementation specialist manager Parametric. Raewyn Williams, Head of Research (Australia) and Analyst Josh McKenzie, in a ResearchBite titled “Income-Targeting in a Retirement Portfolio:... Read more continue reading
26
Oct
2020
The Federal Government announcement that it will subject super funds to an annual performance test and block underperformers from taking new members is draconian, overly simplistic and if implemented, will have potentially significant and negative impacts on investment outcomes for members, according to Matthew Griffith, Principal Consultant at JANA, Australia’s largest investment consultancy. Matthew believes... Read more continue reading
15
Oct
2020
The possibility for government to increase superannuation taxes in response to the ballooning budget deficit caused by COVID-19 could severely hurt member balances at retirement, according to a research note by the global implementation specialist manager Parametric. Raewyn Williams, Head of Research (Australia) and Analyst Josh McKenzie, in a short paper titled “Will retirees pay the... Read more continue reading
04
Sep
2020
One of Australia’s largest super trustees, Commonwealth Superannuation Corporation (CSC), has announced its partnership with workplace mental health organisation SuperFriend, effective 12 August. CSC is trustee for 11 super funds, collectively managing around $50 billion in funds under management for 730,000 Government and Australian Defence Force employees. SuperFriend will support employers and customers of CSC’s super funds, in... Read more continue reading
01
Sep
2020
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