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16 April 2026
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The SPIVA Australia Scorecard measures the performance of actively-managed funds compared with the relevant S&P indexes. Results from the most recent Scorecard are not pretty for active managers.
The little-known Pension Loans Scheme allows asset-rich but cash-poor retirees to top up their part-pension income to the full amount via a loan from the government, effectively unlocking the value of their assets.
The latest research report by Roy Morgan shows banks have a poor track record in selling superannuation services to their existing retail banking customer base and it may represent a significant opportunity.
The branding of financial planners is causing confusion among consumers, according to a recent report by Roy Morgan Research. Many clients are unaware when the ownership structure involves one of the major banks.
UK retirement expert, Guy Opperman, believes super funds are failing at supporting members in deaccumulation. Here is what Australia should do about it.
A retirement strategy must consider how both the timing of cash flows and the sequence of returns impact the final dollar outcome from which a retirement is funded.
Not filing your SMSF annual return on time can mean missed contributions under the new Payday super regulation.
Worries about AI causing mass job loss are misguided. Far from creating a permanent underclass, Like other technological innovations AI will improve living standards around the world.
As the budget approaches debate continues about the need and method for addressing wealth inequality. Could reinstating wealth transfer taxes be the answer?
While increases in oil prices are dominating media coverage of the turmoil in the Middle-East it is worth exploring why prices haven't gone up more.
A big year for philanthropy has seen multiple tax changes impact the approach donors are taking. For those with the intention to give generously there is a third structure available in the structured giving landscape.