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Superannuation

Changes to super tax needed: AIST

DARREN SNYDER  |  THURSDAY, 2 APR 2015
The Australian Institute of Superannuation Trustees believes changes need to be made to ensure tax concessions for super fund members and retirees are both fair and sustainable for all Australians.

Policies can adjust super tax concessions: ASFA

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
The Association of Superannuation Funds of Australia believes there are policies the federal government could implement promptly to adjust superannuation tax concessions.

Don't take our franking credits: Taxpayers Australia

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
Removing dividend imputation will lower returns and favour wealthy overseas investors over local retirees who rely on dividend income and the reduced tax from franking credits, according to Taxpayers Australia.

JPM navigates super funds towards maritime income strategy

MARK SMITH  |  MONDAY, 30 MAR 2015
J. P. Morgan is looking to bring investments in global shipping to Australian superannuation funds.

Industry bodies respond to Hockey's tax debate

ALEX BURKE  |  MONDAY, 30 MAR 2015
The Financial Services Council, Association of Superannuation Funds of Australia and Australian Institute of Superannuation Trustees have responded to some of the questions raised in Treasurer Joe Hockey's Tax Discussion Paper.

Treasury opens discussion on tax reform

ALEX BURKE  |  MONDAY, 30 MAR 2015
Treasurer Joe Hockey has issued the Tax Discussion Paper, raising fundamental questions about the future of Australia's tax system.

US schools should teach finlit

ALEX DUNNIN  |  THURSDAY, 26 MAR 2015
While US federal and state governments explore ways to boost private savings among Americans and introduce fiduciary standards for advisers, a major association has said a more important step is introducing financial literacy training into school curriculum.

Defensive pension pots just won't last

STAFF WRITER  |  WEDNESDAY, 25 MAR 2015
Portfolio diversification and a greater allocation to growth assets are likely to help retirees make their superannuation last longer, according to modelling by the Association of Superannuation Funds of Australia (ASFA) and State Street Global Advisors ...

VicSuper awards $100 million mandate to AB

ALEX BURKE  |  WEDNESDAY, 25 MAR 2015
AllianceBernstein has been awarded a $100 million mandate from VicSuper for its Emerging Consumer strategy.

Islamic investment delivers strong return for Crescent Wealth

LAURA MILLAN  |  TUESDAY, 24 MAR 2015
Crescent Weath's bid to invest following Islamic and ethical principles has delivered strong returns for the superannuation fund's 3,500 members.