Australian Superannuation - Articles & White Papers
Articles and papers broadly covering superannuation management in Australia and New Zealand (both DB and DC pensions). The most read research on Australian superannuation covers such topics as long-term investing, superannuation governance, retirement readiness and the trends shaping Australia's superannuation industry. Other white papers, reports and surveys talk about New Zealand... superannuation, inflation protection, independent directors, centralised portfolio management and other aspects of the current Australian pensions landscape. Papers which look at Australian asset allocation, as well as comparing Aussie Pension Funds to those in other regions of the world, are popular. Australian pension funds have been pioneers in infrastructure investing, and a case study on this topic has been particularly popular with pensions professionals.
This report by Willis Towers Watson's Thinking Ahead Institute provides detailed analysis of the world's largest pension funds. Funds increased their value by 15.1% in 2017, compared to an increase of 6.1% in 2016. North America remains the largest region in terms of assets under management (AUM), accounting for 42.3% of all…
This 42-page report has been authored by the Institutional Investors Group on Climate Change (IIGCC). It acts as a guide to address climate risks and opportunities for asset owners. The guide is structured around the framework provided by the Financial Stability Board's (FSB) Taskforce on Climate-related Financial…
The 2018 Australian Infrastructure Investment Report shows that Australia is still the destination of choice for infrastructure investors, but that hard-won reputation is under material threat. This report reveals that both international and local investors are alarmed by increasing market intervention, abrupt and recurring…
Ageing populations continue to pose a challenge to governments worldwide, with policymakers struggling to balance the twin goals of delivering financial security for their retirees that is both adequate for the individual and sustainable for the economy. Now in its tenth year, the Melbourne Mercer Global Pension Index…
While it’s easy to say that we will get less money in retirement than we had expected, it’s quite another thing to confront the harsh reality. Few people realise that this will come to a head when new pensioners are no longer mostly on defined benefits, but on defined contributions schemes. And this shift is imminent. It…
This report highlights green infrastructure investment opportunities in Australia and New Zealand. It has been prepared to help meet the growing demand for green investment opportunities – including green bonds – as well as to support the two countries’ transition to low-carbon economy status. The report aims to facilitate…
Responsible investment continues its upward trajectory into the mainstream with just under half of all professionally managed assets in Australia now employing responsible investment strategies, as detailed in this report.
The Statement on Monetary Policy sets out the Bank's assessment of current economic conditions, both domestic and international, along with the outlook for Australian inflation and output growth. A number of boxes on topics of special interest are also published. The Statement is issued four times a year.
The market for actively managed exchange traded funds is growing rapidly, especially in Australia where mandatory pension contributions are rising and investors value their ease of use. The key benefits for investors in active ETFs can include immediate and intraday execution, a simplified transaction process and the…
The authors of this paper explore how the asset recycling concept has been practically implemented in the context of Australia. From the Australian experience, they discuss the key takeaways for governments that are considering implementing asset recycling schemes. In particular, they highlight the importance of accounting…
This report by KPMG provides a comprehensive examination of corporate Australia’s attitudes and perspectives on deal activity over the coming 12 months.
This report is the 17th annual Responsible Investment Benchmark Report prepared by the Responsible Investment Association Australasia (RIAA). The report details industry data on the size, growth and performance of the Australian responsible investment (RI) market over 12 months to 31 December 2017 and compares these results…
This report, following on from the pioneering pilot study conducted by Impact Investing Australia, highlights that funds flowing into impact investments have quadrupled since 2015, shaping a highly diverse market that delivers positive financial returns for investors while also benefiting the environment and impacting the…
KPMG’s Life Insurance Insights Report 2018 and dashboards provides analysis and insights on financial results up to 31 March 2018 for the Australian life insurance market. The report includes KPMG’s views on the key challenges and opportunities facing Australian life insurers.
The conventional wisdom that Australians don’t save enough for retirement is wrong. The vast majority of retirees today are financially comfortable, and our modelling shows this is likely to be true for most in future. This has big implications for policy.
Australians recognise that responsibility for preparing financially for retirement sits with themselves. However, the majority are not optimistic about their retirement prospects. Workers are ready to sacrifice spending or work part-time during retirement. Preference for stability and flexibility when turning savings into…
We use a stochastic life-cycle model to examine the implications for Australian retirees of full access to dividend imputation credits. We find that the availability of imputation credits can justify a significant bias towards Australian equities in retirement portfolios, largely at the expense of world equities. We also…
