In the May Federal Budget in 2016, Treasurer Scott Morrison sprung on an unsuspecting public changes to Superannuation, which come into effect this Saturday, July 1. The changes were announced without consultation or consideration.  Like most Australians, I find superannuation confusing and complex but luckily for me, someone who does understand it leapt into action. Jack Hammond QC (pict... read more>

Thank you for that warm welcome — it’s wonderful to be here on the Gold Coast for ASFA’s conference. Occasions like this conference are always an important networking and educational event at a professional level, but it should also be an opportunity to step back and recall the enormous significance of the work you all do each day. In terms of long-term benefits, there are very few professions ... read more>

This week I had the privilege of attending the 2016 ASFA (Association of Superannuation Funds Australia) Conference on the Gold Coast. It was a wonderful opportunity to meet the industry’s key stakeholders and gauge the mood of the industry ahead of the Federal Government’s announcement next week on changes. A major focus of the event was around consumer expectation. Don Peppers, a global co... read more>

The debate about the government’s proposed superannuation changes has been mired in misunderstandings and mischief around technical definitions such as retrospectivity. Throw in talk around concessional and non-concessional caps and lifetime limits and it’s no surprise even the pollies who make decisions around our savings get it wrong. So it was refreshing to meet a man who has decided t... read more>

SUPERANNUATION Back in July after the Coalition won the Federal Election our own Christopher Zinn sent a letter to the PM on behalf of the FiftyUp Club. In it, Chris described the results of our survey which showed that 35% of you were worried by changes to super tax concessions. The letter went on to say  “while our membership has in the past been supportive to some reforms th... read more>