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Home / Author: Maree Pallisco

Maree Pallisco

New role for outcomes test and member goals

Recent regulatory proposals expand the existing scale test to an outcomes test by determining annually whether the fund’s MySuper products are meeting the clients’ best interests. Similar tests can apply to SMSFs.

Super funds need a member engagement makeover

The top priority for all superannuation funds is improving member engagement, but most need to improve their techniques. It's one way to reduce the leakage of members, especially to SMSFs.

Cost of life insurance will rise significantly

Superannuation members have been getting a great deal, but this is clearly not sustainable, and many superannuation funds are finding their insurance premiums rising significantly.

Technology advances key to improving delivery of intra-fund advice

Revolution in the application of technology to the delivery of financial advice, in all its different forms, is critical if the issues around quality and access are to be meaningfully addressed.

Super reforms not nearly enough

The recent superannuation reforms were just tinkering around the edges of Australia’s retirement savings system challenges. We need far more radical policy changes if our nation is to survive its demographic time bomb.

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Economy

Has Australia wasted the last 30 years?

The 20 years after Peter Costello left Treasury have been deemed wasted...by Peter Costello. The missed opportunities for Australia began long before.  

Retirement

Navigating the next stage of life in retirement

Retirement planning is more than just saving enough money. Long-term care needs, housing choices, and social networks are just as critical for a happy and enjoyable life.

Strategy

Showcasing your value in the age of AI shortcuts

Knowledge is becoming commoditized in the age of artificial intelligence but experience, taste, and judgement are still at a premium.

Planning

Financial advice as the pathway to economic security

Financial advice can lead to improved financial literacy, a healthier super balance and a higher standard of living in retirement. Is now the time to give yourself the gift of financial advice?

Economy

The overlooked driver of energy inflation

The impact of energy policy on inflation in Australia is often overlooked. Transitioning to renewable energy can lead to inflated costs that affect the entire economy and productivity growth.

Economy

A 2026 rotation story: Europe’s undervalued small caps

In 2026, Europe is poised for a 'Goldilocks' scenario with cooling inflation and lower rates, driven by fiscal stimulus. Small caps offer an attractive entry point before capital rotation.

Investment strategies

What we do when things go up (a lot)

Recent price spikes, particularly gold's surge, trigger behavioral responses like availability bias, storytelling, extrapolation, and FOMO, which create self-reinforcing feedback loops influencing investor sentiment and market trends.

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