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Proposed tax changes to ‘hit’ the well-heeled and the low paid

Moves to reduce the tax on earnings of super balances exceeding $3 million and cut the lowest personal tax rate to 14 per cent could have far-reaching consequences for both ends of the income spectrum.

Duncan Hughes | 15th May 2025 | More
Farmland: Are super funds missing out on a tasty investment morsel?

The days when Australia “rode on the sheep’s back” may be long gone, but agriculture remains a critical component of the economy, generating valuable export income. While overseas investors understand its importance, for most local institutions it’s still a bridge too far.

Nicholas Way and Penny Pryor | 11th May 2025 | More
  • Private credit funds experiencing explosive growth: Zenith

    An ASIC report notes the boom in demand for this asset, saying it heightens the need for “better-quality data” about the size of this sector where estimates range between $1.8 billion and $188 billion.

    Duncan Hughes | 2nd May 2025 | More
    Cost of regulating super has smaller funds doing the heavy lifting

    CPA Australia has weighed into the debate about the cost to oversee the industry, adding its voice to those who argue the fee structure favours the larger funds.

    Nicholas Way | 2nd May 2025 | More
  • Improve ‘outrageous service’ of death benefits, Kelty warns industry funds

    A key architect of the compulsory retirement savings system lauds its many achievements, stretching from the national economy to the individual. Where it’s double faulting is in serving members – and it needs to be addressed promptly.

    Nicholas Way | 15th Apr 2025 | More
    Family offices playing key role in explosive growth of evergreen funds

    With performance and diversification driving demand, these funds are expected to experience four-fold global growth over the next decade to nearly $AU65 trillion.

    Duncan Hughes | 15th Apr 2025 | More
    When to de-risk proving a roadblock for life-cycle super strategies

    With the introduction of MySuper, it seemed investment options based on a person’s age would be the wave of the future. While there were some early adopters, the balanced approach has remained the preferred option.

    Penny Pryor | 15th Apr 2025 | More
    Custodians have key role to play preventing cyber-attacks: ACSA

    With Australia’s retirement pool of savings at $4.2 trillion, this nefarious activity is going to become more prevalent, especially with hackers having access to increasingly sophisticated technology.

    Penny Pryor | 11th Apr 2025 | More
    Smaller industry funds putting the spotlight on member service

    The ASIC report into death benefit claims revealing the devastating impact of poor industry practices on grieving Australians has again highlighted the pressing need for change. While some funds have taken up the cudgels, others are still playing hardball on improving their service offering.

    Nicholas Way | 4th Apr 2025 | More
  • Funds struggling to build lifetime income products: Chant West

    A Retirement Income Covenant obligation notwithstanding, there is still a paucity of these complex products on offer. The Advice Through Superannuation draft legislation might offer a way forward.

    Penny Pryor | 4th Apr 2025 | More
    Opposition’s first-home buyer policy ‘not a super idea’

    The Coalition has pledged to give young Australians access to up to $50,000 in their retirement savings to get a toehold in the housing market. Super funds say it will only further inflate property prices.

    Nicholas Way | 28th Mar 2025 | More
    The good, the bad and the AI: Financial sheriffs take aim

    Regulators are on red alert as this technology spreads like wildfire, presenting increasing issues, risks and challenges for global financial markets.

    David Chaplin | 28th Mar 2025 | More
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