Policy & Research Archive

2010 Research

Latest Report: Investment Management Fees

AIST is encouraging the debate on the overall structure and level of fees paid to fund managers, and has undertaken research into questions raised but not fully answered by the Cooper Report.

Prepared by Rice Warner Actuaries in collaboration with AIST, the research assesses asset based and performance based fees, actual fees paid, and proposes a new few model along with recommendations on improved disclosure and transparency.

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Asset Owners Climate Change Initiative

In 2008, AIST partnered with the Climate Institute to establish the Asset Owners Climate Change Initiative, involving surveys of both superannuation funds and asset consultants.

The second annual fund survey results reveal the climate change capabilities of Australia's largest superannuation funds, including their abilities to manage risk and realise opportunities for growth.

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The benefits of an SG rate of 12%

The demographic challenges facing Australia mean that it is vital that our nation's retirement policy settings are such that all working Australians are able to retire with dignity.

This paper demonstrates that if the Superannuation Guarantee remains at its current rate of 9 per cent, many Australians will not achieve a comfortable retirement, even after a full working lifetime of compulsory superannuation contributions.

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ATO SMSF Statistics 2009-10 - an AIST summary

This briefing paper summaries the ATO report 'Self-managed superannuation funds: A statistical overview 2009-10'. Some interesting aspects of SMSF growth and performance are examined, with a particular focus on areas of possible further research. APRA data has been used to compare SMSFs to non-SMSFs.

This paper demonstrates that if the Superannuation Guarantee remains at its current rate of 9 per cent, many Australians will not achieve a comfortable retirement, even after a full working lifetime of compulsory superannuation contributions.

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