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Edition: 153

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Edition 153

  • 29 April 2016

Next Tuesday's Federal Budget sets the scene for the coming election, with many policy differences between the parties. This week, we include a survey which asks your opinion on the 'Deficit Dozen', 12 potential policy changes relating to superannuation. We will publish the early results on our website on Sunday, a couple of days before the Budget.

Survey on potential superannuation changes in Budget 2016

Please take our survey on your attitude to potential changes in the superannuation rules in the Federal Budget 2016. It will only take a minute or so. What would you change?

What to look for in unlisted real estate funds

Part 1 of this two-part series on unlisted real estate funds, or syndicates, explores their characteristics and most importantly, how the Net Tangible Asset calculation can be misleading. Every syndicate is unique.

Pension drawdown affects asset allocation decision

The method chosen to determine the amount of pension payments from superannuation should influence the allocation towards the volatility of growth or income-based assets.

Bankers must realise they are fiduciaries

The fiduciary duty of banks, while not legislated, is implied by their central role in the economy. Bank deposits are accepted as 'money', and public confidence in banks is fundamental to a functioning economy.

Large funds need to earn retirement loyalty

A clear challenge for superannuation funds is improving customer loyalty as they transition from accumulation phase to pension phase. There is not enough urgency in addressing member retention at this crucial moment.

Lenders asleep at the wheel on Arrium

Arrium's collapse provides a case study on how Australian banks failed to properly monitor loan quality and company developments. Compensation for risk is one thing, but equally crucial is return of capital.

Most viewed in recent weeks

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

  • 4 September 2025

5 charts every retiree must see…

Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Super crosses the retirement Rubicon

Australia's superannuation system faces a 'Rubicon' moment, a turning point where the focus is shifting from accumulation phase to retirement readiness, but unfortunately, many funds are not rising to the challenge.

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