Superannuation

Start Making Sense Ep9: What we read on New Model Adviser in 2020

Start Making Sense Ep9: What we read on New Model Adviser in 2020

In August 2019, CoreData started a new website, New Model Adviser, to showcase our research and insights on financial advice: the profession, advisers, advice practices, licensees, legislation and more. During the […]

A year to remember, or a year to forget? CoreData’s review of 2020

A year to remember, or a year to forget? CoreData’s review of 2020

In 2020 we all had to adapt quickly to a suddenly changed world, and to find new and innovative ways to of doing business and interacting with clients. It was […]

Start Making Sense – Ep 8: Super stapling – the new growth challenge

Start Making Sense – Ep 8: Super stapling – the new growth challenge

Under the government’s super stapling reforms, we will see members take their super funds with them to new jobs instead of having new accounts created for them automatically. That’s undeniably […]

SMSF wind-ups hit five-year low as interest rebounds

SMSF wind-ups hit five-year low as interest rebounds

Since emerging in 1999, the SMSF sector in Australia has continued to grow. According to the ATO, as at March 31, 2020, there were nearly 600,000 individual SMSFs and more […]

by September 21, 2020 0 comments Accountants, Advisers, Superannuation
Start Making Sense Ep 5: Why home ownership is the fourth pillar of retirement income policy

Start Making Sense Ep 5: Why home ownership is the fourth pillar of retirement income policy

There are three pillars to Australia’s retirement income policy: the age pension, compulsory super, and voluntary retirement savings.   The current review is also considering home ownership as an important part […]

Start Making Sense Ep 4: Why super fund fees and returns don’t drive member outcomes

Start Making Sense Ep 4: Why super fund fees and returns don’t drive member outcomes

Fees and returns are important drivers of a member’s super balance. They’re also easy to measure and for members to understand. That’s why super funds have focused on delivering competitive […]

Struggling Australians still hesitant to drawdown on their retirement savings

Struggling Australians still hesitant to drawdown on their retirement savings

One in two Australians struggling with household bills admit if they were eligible to access their super early, they would be more concerned about reducing their retirement wealth than about […]

by May 21, 2020 0 comments Research, Superannuation
Start Making Sense Ep 3: Early access to super – the member perspective

Start Making Sense Ep 3: Early access to super – the member perspective

Australians financially impacted by COVID are now able to access their super early.   And while super funds have expressed their willingness to make these payments, the super industry has been […]

How not to set pre-retirees up for disappointment

How not to set pre-retirees up for disappointment

A well-known concern among older Australians is the fear of not having enough money to last them through their retirement years. Indeed, CoreData’s Best Possible Retirement research has revealed that […]

by March 24, 2020 0 comments Advice, Superannuation
The art of low-cost active investing

The art of low-cost active investing

The Financial Planning Association of Australia publication Money & Life invited a panel of industry professionals to discuss their thoughts on low-cost active investing, including how to better engage with clients […]

by February 24, 2020 0 comments Advice, Advisers, Superannuation