Super splitting is more than agreement between the parties

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When the Family Court orders are finalised, the parties might think that it’s all over, but when it comes to super-splitting there’s considerably more to do. With one in three... Read more continue reading

Government needs to refine super access — fast

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The Government is getting most things right. But no one is perfect in the face of a crisis. For some of the most vulnerable people in society the Government’s message... Read more continue reading

Market fragility reminds us why risk is so important in super

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History has taught us that share market falls are inevitable. What is harder to predict is when they’ll occur. 9/11, the dot-com bubble and, more recently, the GFC, triggered significant... Read more continue reading

Do bushfires + financial hardship = early access to your super?

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Given all the talk about the dreadful bush fires you’d be forgiven for thinking victims could access their super to help with their recovery.  Think again, as Elizabeth Wang reports.... Read more continue reading

ATO steps up its documentation requirements

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ATO investment strategy guidelines update The ATO has recently issued new guidelines in relation to SMSF investment strategy compliance.  The rules or legislation in this regard have not changed but... Read more continue reading

Buybacks show why you can’t trust the numbers

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Australia’s recent spate of off-market share buybacks highlights the misalignment between super funds’ pre-tax investment focus and what matters to fund members – after-tax returns. This is the view of... Read more continue reading

Super funds that invest responsibly outperform peers – new RIAA study

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Australian super funds that comprehensively engage in responsible investment are outperforming their peers over one, three and five-year time frames, a new report from the Responsible Investment Association Australasia (RIAA)... Read more continue reading

AMP to unite ‘lost’ shareholders with A$13 million in unclaimed dividends: is your client one of them?

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AMP Limited has launched a campaign to find 43,000 ‘lost’ shareholders and connect them with their holdings and A$13 million worth of unclaimed dividends. Lost shareholders own AMP shares but... Read more continue reading

Hands off our Super: Education industry fund members support SG increase to 12 per cent

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New research by specialist education industry superannuation fund, VISSF, shows strong support for increasing the employer superannuation contribution to 12 per cent – even if that is delivered instead of... Read more continue reading

Superannuation Summit: ‘Rebooting the system that is failing many Australians’

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Australia’s newest independent think tank is celebrating its launch by arranging a star-studded discussion on the future viability of Australia’s superannuation system, just weeks before a government review body is... Read more continue reading