SMSFs are thriving – and it’s time critics acknowledged it

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It is time for critics of SMSFs to finally acknowledge the sector is working well and giving Australians the opportunity to enjoy security and dignity in retirement, says Olivia Long,... Read more continue reading

Implementing efficiency in equity portfolios is a must for all super funds

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There is growing interest among Australian super funds in the potential benefits of Centralised Portfolio Management (CPM)  says Raewyn Williams, Director of Parametric’s Research & After-Tax Solutions. Ms Williams said... Read more continue reading

Franking credits are the missing link in superannuation funds’ search for yield

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“Franking credits represent a valuable potential cash inflow for Australian superannuation funds,” says Raewyn Williams, Director of Parametric’s Research & After-Tax Solutions. Franking credits, also known as imputation credits, are... Read more continue reading

Grandfathering deal removes legislative handcuffs from advisers

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Synchron Director, Don Trapnell is calling the deal struck by the Government and Opposition last week, which will deliver relief on the Grandfathering provisions of the Future of Financial Advice... Read more continue reading

Global real estate back on the agenda for Australian super funds 

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Global real estate group TIAA Henderson Real Estate (TH Real Estate) has earmarked 2015 as a year of resurgence for global real estate investing by Australian institutional investors – with... Read more continue reading

TAL: Annuities crucial for retirement planning

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Australia’s largest life insurer TAL is urging two Commonwealth Government-initiated inquiries to improve regulation of annuity ‘income’ products to help redress the massive retirement income shortfall facing Australia. In a... Read more continue reading

Australian custody and administration sector nears $2.5 trillion 

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The Australian custodial and administration sector grew strongly in the first half of 2014 to just under $2.5 trillion, according to data released yesterday by the Australian Custodial Services Association (ACSA).... Read more continue reading

$34 coffee highlights the inflation risks to retirement

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New data showing the price of a takeaway coffee could reach $34 in the future highlights the need for Australians to take action to help meet rising costs in their... Read more continue reading

Almost half of Australians undecided on whether they will need to sell the family home to fund retirement: MLC Wealth Sentiment Survey  

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Nearly half of Australians are undecided on whether they will have to sell the family home to fund their retirement, the latest MLC Wealth Sentiment Survey has found. The quarterly... Read more continue reading

New campaign encourages advisers to become retirement conservationists

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MLC has launched the latest wave of its pioneering ‘Save Retirement’ campaign to drive a national conversation about how Australians can bridge the trillion dollar retirement savings gap and secure... Read more continue reading