painted path with man

Super – the big easy

The superannuation industry continues to experience strong growth and is currently worth over $2 trillion, up 7.5% on the previous year. However, the number of member accounts has decreased from …

Just good enough is enough

‘Nothing but the best will do’ is usually what consumers expect of financial services providers, including super funds. Consumers want the best fees, the best returns, the best service, the …

Retail funds will struggle in the shift from product to service

At the moment around the world, financial services is an industry in transition from being a product provider to a service provider, and if the first wave of data is …

Advice and education could bolster annuities take-up

The ideal retirement is a pipe dream for the majority of Australia’s 4.7 million[1] pre-retirees amid rising living costs and retirement income expectations, new research from CoreData has revealed. CoreData’s …

Don’t ignore the common enemy

It has long been known that superannuation funds need to find ways to better engage their members, particularly younger members for whom retirement is not typically part of their everyday …

White Paper – SMSFs The Next Wave

Excerpt The self managed super fund (SMSF) sector has been through a period of immense growth since its inception, to become the largest part of the $2 trillion Australian superannuation …

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Dying rich – Is it part of the plan, or does behavioural science hold the answer?

Dying rich. Is it part of the plan? Retirement adequacy. Underfunded retirees. Savings shortfall. We hear a lot about how we’re not saving enough for our retirement, but new research …

The Euthanasia Of Passive Investment

Look, this is a long and pretty boring article and contains a fair amount of economics. It’s only worth reading if you are wondering about whether the Australian pension system …

Super, stop talking about retirement

If super funds have any hope of engaging the younger generations, they have to stop talking about retirement. CoreData’s 2016 Member Engagement Research, published today, suggests around three in five …