12 November 2026

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Division 296: the initial moves to make before the windows close The retirement scorecard: how many of these questions can you answer?Testamentary trusts: Treasury has picked the wrong reading Superannuation’s structural failings Avoid unnecessary CGT with this estate planning clause

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Home / Investor Engagement

Investor Engagement

1-12 out of 15 results.

What Australian super funds can learn from the UK

Kaye Fallick
5 August 2026
12
7

Most people want answers to three retirement questions: What have I got? Is it enough? What can I do with it? A leading UK pension innovator shares his lessons on helping members better understand and prepare for retirement.

Australia’s shameful super gap

Pascale Helyar-Moray
4 December 2024
81

ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.

A one-page introduction to investing

Rob Garnsworthy
24 August 2022
26

Faced with confusing complexity which often fails to improve investment outcomes, a former managing director set himself the task of writing a one-page introduction to investing for his 18-year-old grandkids.

A colossal waste of time, but it's fun

Michael Batnick
23 February 2022
8

From a financial view, most earnings calls and stock picks are a waste of time. For most people, their investing would be better served in an index fund. So why bother with it? The best reason is because you enjoy it.

Investor downside when management controls access to the board

Miles Staude
9 December 2020
7

Try having a direct conversation with a board member without going through the company's PR team. Boards can become managed and co-opted by company executives and forget who they work for.

Four ways to reduce the generation blame game

Emma Davidson
29 July 2020
44

There's a popular view that generations are 'at war', but is it really the case that generations are more divided than ever before? If so, what's causing it? Why now? And how can we move forward?

Keating's super versus disengaged millennials

Leisa Bell
30 October 2018
10

Mercer says the nature of the workforce is changing and many part-time workers in the gig economy are excluded from super. It contributes to widespread disengagement and apathy towards super.

Larry Fink's letter to global business leaders

Larry Fink
27 January 2018

BlackRock's CEO, Larry Fink, wrote to over 1,000 business leaders on the importance of long-term value creation and why companies should make a positive contribution to society.

Treasurer: super reform was difficult but we had no choice

Graham Hand
6 September 2017

Treasurer Scott Morrison on superannuation engagement and why the recent changes were essential, and in fact, have no impact on the vast majority of people.

Dan Pink TED talk on motivation

Graham Hand
26 February 2015

Behavioural reasons why we ignore life annuities

David Bell
17 October 2013
4

Life annuities is a product with theoretical appeal but it does not gather significant market acceptance. These behavioural reasons need to be addressed before substantial increases in sales occur.

Michael Porter on 'Shared Value' for companies

Graham Hand
10 October 2013

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Most viewed in recent weeks

Division 296: the initial moves to make before the windows close

What if the best superannuation strategy isn't about earning more, but acting before your options disappear? Several overlooked planning windows are narrowing, with consequences that can last for decades.

Liam Shorte
28 October 2026

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

Mark LaMonica CFA
14 October 2026

Testamentary trusts: Treasury has picked the wrong reading

A decades-old estate planning tool has survived one tax crackdown only to be caught by another. The surprise isn't who the reform is targeting, but who could end up paying the price for drafting choices made years ago.

Rachael Rofe
21 October 2026

Superannuation’s structural failings

Politicians are fighting over access to super, but they may be arguing about the wrong thing. The system’s three fundamental flaws have been hiding in plain sight for decades, costing Australians far more than they realise.

Ron Bird
4 November 2026

Avoid unnecessary CGT with this estate planning clause

A simple estate plan can create a ticking time bomb. One overlooked clause can pit spouses against children, delay inheritances, and potentially leave a family facing an unexpected tax bill worth hundreds of thousands of dollars.

Shani Jayamanne
28 October 2026

Higher yields are creating opportunities in global bonds

Bond markets are adjusting to a new reality, but not in the ways investors expect. With markets repricing and capital competing for attention, investors may need to rethink where resilience and opportunity lie.

Eric Souders
7 October 2026

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