9 October 2026

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Why spending more in early retirement can improve lifetime income It’s time for LICs to die Is it time to bail on Australian stocks?Testamentary trusts survived the trust tax. The drafting battle has just begun.The new capital gains tax trap for your portfolio

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Reporting To Members

1-3 out of 3 results.

The road to super hell is paved with good intentions

Tim Hodgson
16 December 2020
8

The Your Future, Your Super reform gives a super fund 12 months to rectify its performance, but failing the first test implies a 90% chance of failing the second test a year later. A failed test is an existential event.

Rethinking the superannuation fund mission

Jeff Chee, Nick Callil
22 August 2014
1

Super fund mission statements typically focus on delivering strong returns and providing valuable services to members. As Australia's super system matures, the mission should also include a goal for retirement standards.

Supersize and individual reporting for members

Bruce Gregor
27 June 2013

Super funds should provide a calculation of a member’s actual average return over their period of membership based on their own personal cash flow of contributions and fees experienced.

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Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
2 September 2026

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

David Tuckwell
30 September 2026

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

Marcus Padley
9 September 2026

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Rachael Rofe
16 September 2026

The new capital gains tax trap for your portfolio

Investors have long accepted one portfolio rule without much question. A major tax shift could change that calculation entirely, forcing difficult trade-offs between risk, discipline and an overlooked cost lurking beneath.

Shani Jayamanne
16 September 2026

The investing rule that explains the next market crash

What if investment success depends less on picking the right assets and more on understanding the decisions of other investors? A principle borrowed from game theory offers a different perspective on markets.

Shani Jayamanne
2 September 2026

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