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CIOs go ‘back to basics’ as YFYS, volatility bites

Nobody has a crystal ball, but you don’t need one to know that things could be more difficult from here on out. For some funds, it’s back to “investing 101.” “This sort of environment does give you the opportunity to really assess your portfolio in terms of whether everything is working as you expect,” Andrew…

Lachlan Maddock | 17th Jun 2022 | More
Open fund reserves for upgrades: AIST

The Australian Institute of Superannuation Trustees (AIST) has argued that funds should be permitted to use their operational risk financial reserve (ORFR) to upgrade their systems and prevent future risks earlier. The ”blunt” 0.25 per cent of fund capital that funds must hold in their ORFR is now becoming a “very significant sum” for some…

Lachlan Maddock | 23rd Mar 2022 | More
Mercer’s wish list for a ‘fairer and simpler’ super system

Mercer has proposed a slew of tax changes to address the super system’s “inherent bias towards high income earners” and reduce the gender pension gap. Under Mercer’s proposed changes, individuals with balances over $5 million would be required to reduce their balance to that amount and those over the age of 75 would be required…

Staff Writer | 25th Feb 2022 | More
  • Advisers inundated with early release super enquiries

    Strongly divided views about the wisdom of using the early release from superannuation have prompted large numbers of fund members to seek the advice of financial planners. Losing insurance cover, reducing retirement benefits and crystallising losses are the main issues commentators have highlighted. According to AMP’s technical adviser support team, early release of super was…

    Annabelle Dickson | 6th May 2020 | More