Subscribe Login

Challenger’s mission to redefine retirement income in Australia

by

Challenger is on a mission to redefine retirement income for Australians, celebrating almost 40 years of helping Australians secure a comfortable and certain retirement. Challenger continues to lead the way in retirement income solutions. Their pioneering work in annuities and partnerships with super funds ensures retirees are equipped with reliable income for life. To illustrate the impact of the work that Challenger is doing, chief executive Anton Kapel shares the story of how a lifetime annuity has helped a grandmother in her 80s maintain financial security.

Australian companies generating heat in the uranium universe

by

With opposition leader Peter Dutton swinging his nuclear nunchuks there may be fresh brawling in coming months over the future of uranium mining in Australia. But it will probably be events playing out on the other side of the uranium universe involving some small Australian companies that will be more intriguing – and perhaps informative and insightful – over the coming months.

Super funds’ reliability as shadow banks called into question

by

The reliability of super funds’ status as the so-called shadow banks in the Australian economy has been called into question. New research from the Conexus Institute found that as funds’ appetite for certain asset classes, such as private debt, rise and fall in different stages of the investment cycle it could create a “feast or famine” for business sectors relying on them as a funding source.

RBA tells super funds not to expect bail-out amid liquidity stress

by

The Reserve Bank of Australia has told super funds to step up their own risk management practices especially given their increasingly large footprint in the Australian financial system. Speaking at the Investment Magazine Chair Forum on Thursday, assistant governor of financial system group, Brad Jones, said the RBA will not always be there to cushion shocks should a liquidity crisis occur.

Outgoing super minister has no regrets on member service crackdown

by

Outgoing Minister for Financial Services Stephen Jones rejected suggestions he had given ammo to super sector enemies in his polarising tenure, saying it’s possible to “love something” but criticise it at the same time. The MP for NSW south coast seat of Whitlam announced his shock retirement from politics on Thursday.  

Even tiny funds have a place in the super landscape: MIESF CIO

by

For Chris Artis, chief investment officer of the $1.1 billion Meat Industry Employees Super Fund (MIESF), the fact the fund passed the 2024 Your Future Your Super test with flying colours is proof that even very small funds have a legitimate place in the superannuation landscape. Artis says the fund is in a “luxurious position” under the test, and he’s a critic of those that hug a benchmark to ensure survival.

Consumer group lashes SMC research on accessing pension tax benefits

by

Consumer advocates have criticised the latest research from Super Members Council on how retirees can better access the tax benefit of pension phase, calling out that the minimum balance requirement imposed by some SMC member funds means it is “literally impossible” for poorer retirees to even access account-based pension. Super Consumers Australia CEO Xavier O’Halloran said super funds only need to “look into the mirror” if they really want to move the dial on this issue.

Reimagining fund governance in a post-covenant world

by

The challenge created by the Retirement Income Covenant invites a reconsideration of the existing conventions of superannuation fund governance. Trustees need governance arrangements that support them in discerning retiring members’ interests, balancing them and remaining loyal to them, while regulators could acknowledge some problems are better addressed collectively.

New mandatory standards to follow Cbus, AustralianSuper claims handling woes

by

The Albanese government has launched a pre-election crackdown on poor member services in the super sector, especially delays in processing death benefit and insurance claims, as it looks to introduce new “mandatory and enforceable” industry standards. The rules, which followed regulatory enforcement action against Cbus and AustralianSuper’s self-initiated claims compensation scheme, was described by consumer advocates as a “massive win”.

Load More

Subscribe now to

Investment Strategies

The investment intelligence behind Australia’s largest asset owners and their teams

CIO Profiles

In-depth interviews with leaders, experts and visionaries in the institutional investment community

Governance

Updates on the latest industry policy developments and regulation

Operations

The challenges and innovations of custody, technology and operational due diligence

Name
SubT1K
SubRM
Our partners

Subscribe to our podcast

Subscribe

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.

Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy