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14 May 2026
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Has the case for gold melted? Historical lessons on banks and debt, cross-selling superannuation by banks, leadership and consensus in super funds, technology and advice.
When a fund is open to the public, there is a dilution of the influence of those who were ‘looking after’ their members – unions and employers. Super funds may need to better balance leadership and consensus management styles.
Falling gold prices this year have scared off many gold investors, and traditional financial asset buyers are unlikely to return in time for a rally.
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.
Fascinating though the current events on government deficits are, they are hardly new. Not much changes - even across thousands of years, and it's worth a quick history lesson.
Only one in 10 bank customers has their personal super with their bank, showing that banks are missing a significant cross-selling opportunity. This is an extract from a debate in a LinkedIn superannuation group.
There is a huge amount individuals can learn from the example of top sports teams. Here are 5 business lessons learnt from sporting success.
The Home Equity Access Scheme in Australia allows older homeowners to tap into their home equity for retirement income, yet remains underused due to lack of awareness and its perceived complexity.
Debate over the CGT discount is intensifying amid concerns about intergenerational equity and housing affordability. This analysis shows that the 'discount' does not necessarily favor property investors.
A proposal to address Australia's 'stranded balances' in retirement by requiring super funds to transition members to pension phase at 65, boosting retirement income and reframing super as a source of income.
Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.
The new super tax, applying from 1 July, introduces more than just a higher rate on large balances. It brings into focus a misalignment between where wealth sits and where the tax on that wealth ultimately falls.
UK retirement expert, Guy Opperman, believes super funds are failing at supporting members in deaccumulation. Here is what Australia should do about it.