Today
- Opinion
- Inheritance
How to claim your spouse’s super after they die
There’s a way to move their retirement savings to your super – this is how to get things going.
- Meg Heffron
Yesterday
- Exclusive
- Super wars
Compare the pair: Retail super closes the fee gap
The performance gap between industry and retail superannuation funds is narrowing, raising the prospect of a fightback by for-profit super funds after the savaging wrought by the banking royal commission.
- Joanna Mather and Hannah Wootton
This Month
‘Staggering’ tech returns to lift super balances 8.8pc
The superannuation savings of many Australians are forecast to grow by 8.8 per cent for 2023, an unexpectedly good result driven by strong markets that will mostly erase the losses of last year.
- Hannah Wootton
- Opinion
- Opinion
Super performance test needs changing because the world is burning
Why would we not seek to harness Australia’s $3.6 trillion retirement income system in the decarbonisation race, while leaving it up to superannuation funds to make the investment decisions?
- Jeremy Cooper
The Australian Financial Review names its Business Person of the Year
Gina Rinehart has capped an extraordinary year of deal-making across the mining, energy, agribusiness and retail sectors by taking out the top honour.
- James Thomson
AusSuper’s Delaney ready to re-shape capital markets
AustralianSuper is a pioneer, builder and now a stirrer after blocking the takeover of Origin Energy. Chief investment officer Mark Delaney has seen it all.
- Anthony Macdonald
Industry super giant nabs new CEO from London
Retail super veteran David Anderson will join the Australian Retirement Trust after 35-plus years at Mercer and AMP from March.
- Hannah Wootton
- Opinion
- Australian economy
Simple financial advice requires tax reform to end complexity
A thicket of rules around retirement planning means making it easier for super funds to provide guidance will not be as transformational as some seem to think.
- Brad Ruting and Emily Millane
AustralianSuper allocates $2.3b to private credit fund
The country’s biggest super fund has upped its allocation to the $US1.6 trillion private credit market amid shrinking bank balance sheets and tighter regulation.
- Sharon Klyne
Upsizing your home to access the age pension is a flawed strategy
A couple want to spend $600,000 of super on the purchase in the hope of qualifying for some government income.
- John Wasiliev
Make it harder for CEOs to get big salaries, bonuses: super funds
Executives should only get bonuses for outperformance, and not for business as usual, the Australian Council for Superannuation Investors says.
- Hannah Wootton
Super should go green but not for lower returns, say AFR readers
Financial Review readers want to maintain performance testing, and for super funds to invest in the energy transition, but not if it hurts their own returns.
- Maxim Shanahan
- Opinion
- Opinion
Super performance test review must set a high returns bar
It’s reasonable to ask the question about constraining clean energy investments. But the hurdle must ultimately be whether Australians will retire with more income in retirement than would otherwise be the case.
- Blake Briggs
Industry super fund sanctioned over ‘significant cybersecurity deficiencies’
APRA ordered the fund to bring in external advisers to help improve its cyber defences after a hack and multiple reviews found issues.
- Hannah Wootton
Super funds, insurers line up to get into financial advice game
Michelle Levy, whose review into financial advice led to many of the proposed new laws, said the changes would go “a long way” to making advice cheaper and more accessible.
- Hannah Wootton
Labor accused of risking super protections in test overhaul
The Coalition says overhauling the annual super fund test would trade away transparency and consumer protections over retirement savings.
- Hannah Wootton and John Kehoe
Plenary Group seeks new backer; valuation up to $1b
Street Talk understands the public infrastructure developer and fund manager is seeking a new long-term investor to inject capital into its balance sheet.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Financial planning
Safer, simpler financial advice to deliver the best outcomes for all
While we have been pretty effective at protecting Australians from bad advice, we have also protected them from good advice. This is now going to change.
- Stephen Jones
Banks, insurance, super win financial advice relief
Financial institutions will be able to give personal advice to customers at scale, with Labor announcing wind back of rules which followed Hayne royal commission.
- Hannah Wootton
- Opinion
- Opinion
Watering down super fund tests risks lower returns
Adjusting the performance test methodology could make green investments more viable. But super fund members should be wary that they could end up being the losers.
- John Kehoe
