Today
- Opinion
- Super Q&A
What happens to our SMSF if we die together?
Self-managed super funds aren’t covered by wills, so special arrangements need to be in place for when the final member dies, or if the members die together.
- John Wasiliev
This Month
- Opinion
- Financial planning
What to do in each decade of life to build wealth
It can be difficult to know what to do to get ahead financially as you age and your circumstances change. Here’s a quick guide.
- Rob Pizzichetta
Super fund boards need separation of powers
Readers’ letters on superannuation fund governance, universal childcare, Peter Dutton’s stance on a two-state solution for the Middle East, the federal budget deficit and housing reform.
Super savings on track for 11pc return in 2024
A US sharemarket rally fuelled by Donald Trump’s clean election sweep is fuelling a strong end to 2024 for superannuation funds.
- Hannah Wootton
- Opinion
- SMSFs
3 things to consider before bringing children into your SMSF
Thinking about a multi-generational self-managed superannuation fund? They can be great, but it’s not a decision to make lightly.
- Meg Heffron
- Opinion
- Chanticleer
Santa quashes Bain Capital’s big Aussie buyout, for now
Behind the flurry of statements, there’s a game of M&A chess. Insignia Financial is this year’s Christmas special.
- Anthony Macdonald
Meet the $3b Aussie wealth manager you’ve never heard of
Hakan Ozyon and Muzzammil Dhedhy have quietly built a major financial services player with $3 billion in funds under management, servicing Australian Muslims.
- Yolanda Redrup
Tax rise on $3m-plus super accounts ‘unfinished business’: Chalmers
Jim Chalmers says he’ll keep pursuing higher taxes on $3 million-plus superannuation accounts, but won’t go after negative gearing.
- Phillip Coorey
- Opinion
- Chanticleer
Super’s $500b unlisted asset problem isn’t going away
APRA has found another area where near enough just isn’t good enough for Australia’s large and systemically important super sector.
- James Thomson
Super boards, executives failing on unlisted asset valuations
The regulator demanded funds sharpen their review processes, warning it will not hesitate to take further action and may pursue individuals.
- Hannah Wootton
- Opinion
- Chanticleer
The $330b fund busting big super’s ‘buy and hold’ myth
Australian Retirement Trust’s real assets arm has been the biggest driver of infrastructure and utilities deals in Australia and New Zealand this year.
- Anthony Macdonald
Cbus says $387,000 birthday party was in members’ interests
The industry fund used money earmarked for staff professional development to host a 40th birthday bash for more than 750 guests
- Hannah Wootton
- Opinion
- Opinion
Best people available should govern super, not captain picks
The debate we need is not around the equal representation board model, but how we ensure that we have the most skilled directors and management around the table
- Mark Rigotti
Bitcoin has ‘no role’ in retirement portfolios: Vanguard
The asset manager has blasted bitcoin as having “no appropriate role” in long-term investment portfolios, but the peak superannuation body says more funds will inevitably follow AMP into cryptocurrency.
- Lucy Dean
Industry super funds sell The New Daily
The New Daily, brainchild of former Industry Super chairman Garry Weaven, has sold for an undisclosed sum.
- Zoe Samios
This big super fund just became the first to buy into crypto
AMP says the $27 million it is investing in bitcoin is part of its diversification strategy. Critics say the asset class has no place in retirement portfolios.
- Michelle Bowes
- Opinion
- SMSFs
Three ways to improve the SMSF sector in 2025
There is no doubt self-managed superannuation funds are unnecessarily complex, so top of next year’s wish list is the long-running call for greater simplicity.
- Peter Burgess
CDC Data Centres $16b sale off to the races; three big funds prep bids
Kyle Mangini, the global head of IFM Investors’ $110 billion infrastructure business, will be the one to watch.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Chanticleer
Japanese giant shows courage with life insurance slam dunk deal
It takes Japanese-type conviction to double down on a challenged market, and pay a big price to do so.
- Anthony Macdonald
- Opinion
- Super wars
Deloitte gave industry super governance a big tick
The report into Cbus’ fit and proper processes dispels assertions that the equal representative model is a barrier to funds getting the skills and expertise needed to govern these large financial institutions.
- Ann Sherry