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What super funds really need to provide their members to meet RIC obligations

BY   |  FRIDAY, 17 MAY 2024    3:11PM
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Section 249E strikes again raising questions as to successor fund transfers in NSW

HOLDING REDLICH
On 10 November 2022, the NSW Supreme Court handed down its second decision on section 249E of the Crimes Act 1900 (NSW) (NSW Crimes Act), in Application ...

Lessons from "Madoff: The Monster of Wall Street"

MORNINGSTAR INVESTMENT MANAGEMENT
Netflix's series "Madoff: The Monster of Wall Street" was confronting summer viewing - the harrowing stories of investors losing everything.

What Australians did with their super when COVID struck

COMMONWEALTH BANK OF AUSTRALIA
Commonwealth Bank data shows the Australians who withdrew super spent more, but paid down their debt.

Equities: Why it's too early for investors to relax

ABRDN OCEANIA PTY LTD
This year has been that rarest of things, one that has been bad for both equities and bonds, with stocks likely to post their worst calendar year since ...

The bottom line - super funds should be giving more advice

IGNITION ADVICE
The Quality of Advice Review (QAR) proposals offer a fresh regulatory model that supports solving the challenge of millions of unadvised Australian consumers.

Life's too short for regret - how do we help clients avoid it?

GENERATION LIFE
Emotions and finances are inextricably linked. Dr Daniel Kahneman won an economic Nobel prize back in 2002 for his study proving that financial decision-making ...

Downsizer contribution tips and traps

MLC
Legislation has recently passed extending the opportunity to make a downsizer contribution to individuals aged 55 or over and is awaiting Royal Assent ...

Why super funds are blending retirement savings products with advice

BRAVURA SOLUTIONS LIMITED
There are good reasons why advice is taking on new prominence among super funds.

How to manage through inflation: three tips for identifying returns

FOORD ASSET MANAGEMENT
As the developed world grapples with a complex combination of economic pressures and ever-looming recessionary forecasts, skyrocketing inflation remains ...

The hidden cost of early retirement

PGIM
Quantifying the "hidden" performance cost of early access to retirement funds helps chief investment officers and regulators make more informed decisions.