Society has changed dramatically since German Chancellor Otto von Bismarck first forced 70-year-olds into retirement in the 1880s. Advancements in education, culture and life span mean many now view “life after full-time work” as a productive period, with specific health and lifestyle goals.
Australia’s biggest super funds are quietly plotting their path into playing a bigger role in financial advice, committing to more personalisation and better education to help build retirement confidence among members alongside advisers.
With regulations and economic headwinds pushing retirement income solutions to the top of national priorities, the financial service players who embrace the right technology and better product flexibility for retirees will emerge as winners.
SMSF Association has appointed Christine Franks to the board as its governance expert, effective 1 January 2024.
The much-publicised launch of a UK office for Aware Super’s international business has helped start a conversation in British political circles about a compulsory defined contributions system. The now London-based deputy CIO, Damien Webb says the fund will invest $10 billion in British property, infrastructure and private equity as the country’s authorities roll out the red carpet.
Almost 90 per cent of Australians aged 50 and over believe they will still be paying off a mortgage when they retire, as AMP research finds that older Australians are preparing to head into retirement with higher debt.
The Fiduciary Investors Symposium heard from leading fixed income investors that the unusual behaviour of the yield curve is both a challenge, but also an opportunity to benefit from smart positioning.
AustralianSuper, ART, CareSuper, Cbus, HESTA, Hostplus, Rest Super, UniSuper and IFM Investors are backing the development of a sustainable aviation fuel industry in Australia. But given a number of serious headwinds, they may experience a turbulent glidepath.
Super funds are big fish in Australia’s relatively small public markets. As they grow even bigger, they’re increasingly looking overseas and to private assets, but taking a cautious approach to what they invest in, often driven by the fundamental characteristics of their membership.
Life insurer TAL has launched its SpotChecker program for the eighth consecutive year in 2023, encouraging more Australians to embrace skin safety.
A pair of white labelled managed account suites managed by researcher Evergreen have been available on BT Panorama for two separate advice practices.
The median balanced option in super funds is expected to return 3.1 per cent in November, thanks to expectations of peak inflation, according to research house SuperRatings.
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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
