• ATO SMSF Annual Briefing 2016

    Author: Stephen Anthony, Posted: February 22, 2017

    This briefing presents analysis on the latest ATO Annual report – Self-managed superannuation funds: A statistical overview 2014-2015 and explores the key issues arising from the release.

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  • The Fraser Review

    Posted: Thursday 16 February, 2017

    Former Reserve Bank Governor and Treasury Secretary, Bernie Fraser was commissioned to produce a report into not-for-profit super fund governance. He found their processes and member-first ethos are central to their outperformance and avoidance of scandals affecting other parts of the finance sector. Mr Fraser’s review, commissioned in late 2015, has also found the Government has not adequately ma...

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  • UMR Bank Bundling Research 2016

    Posted: Monday 13 February, 2017

    UMR interviewed 560 employers and key decision makers from a representative range of industries across the country from August 29 to September 2nd 2016. The survey updates an equivalent study conducted by UMR in November 2014. The results clearly show that the banks continue to be active in recommending default funds to SMEs, and that they continue to offer SMEs benefits for switching their defaul...

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  • Overdue: Time for action on unpaid super

    Posted: Monday 05 December, 2016

    Two new reports suggest retirement incomes are being undermined by employers who are not meeting their Superannuation Guarantee (SG) obligations on behalf of workers.

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  • Industry Super and the Australian economy

    Author: Stephen Anthony, Posted: Monday 31 October, 2016

    This report highlights Australia’s not for profit industry super funds are effectively leveraging the scale and long term investment horizon to invest in real economy assets which have been the foundation of superior member returns.

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