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Analysis

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30 June 2011 • By Columnist • 1 min read

Why we need annual benefit projections

Annual benefit projections will help super funds engage with the widest possible cross-section of their members, Towers Watson consultant John Burnett...

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A planner's view on insurance within super

HLB Mann Judd's Andrew Buchan gives a financial planner's view on the pros and cons of holding insurance inside super. With increasing commentary a...

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Adjusting to new investment realities

Investors need to start looking at the longer-term fallout and implications from the GFC and consider how to reflect these in their portfolios, Merc...

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Gearing up for partial TPD deductions

From 1 July 2011, the rules for deductibility of TPD insurance premiums will change and trustees may require an actuarial certificate to determine th...

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Timing is everything

With the end of the financial year approaching, the inevitable question about tax strategies will be raised. What you live and retire on reflects the ...

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Top 5 tax strategies

One should not invest solely to obtain a tax benefit. The tax-driven agricultural investment schemes that once littered the investment landscape are t...

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Useful tax tactics

Before the end of the tax year, financial advisers may find it useful to help their clients check their overall financial situation, including probabl...

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Will MySuper still be super if I live too long?

Retirees with modest balances are likely to exhaust their savings if they survive into old age. Towers Watson's Duncan Rawlinson raises the question o...

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US growth revival will shift focus away from China

As the US recovery gathers pace, global liquidity will be less abundant and new opportunities will arise away from China-related themes, H2O Asset Man...

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Insurance operational risk is not just an insurer issue

Trustees need to be aware of the operational risks of their fund's insurance business, says Professional Financial Solutions principal Rhonda Virtue. ...

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