Andrew Boal

Investment Strategy

Funds prepping for independent appointments

Superannuation funds are lining up possible candidates and calculating costs in the widely held expectation that the Federal Government will make it mandatory to fill one third of boards with independent directors. Andrew Fairley, Chairman of Equip, expects a change within six months and said the new ‘one third’ independent director structure would be a […]
Investment Strategy

Challenger puts deferred annuity on ice

Challenger is to delay the launch of its deferred lifetime annuity (DLA), after the government said it wanted a review of all post-retirement products before awarding them tax breaks. Earlier this year the Labor government had announced that the income from DLAs would receive a concessional tax break from July 1,  2014. Challenger had planned […]
Post-Retirement

The baby boomer tsunami

Australia has probably the most admired accumulation system in the world, but our system of decumulation is a work in progress. That superannuation funds, politicians and researchers are all talking about change is cause for hope. Indeed such is the level of agreement that the era of easy access to lump sums must end, several […]
<1of2>