Top 10 Actions for Super Providers in 2016

An emphasis on post-retirement, outcome-based investing continues in 2016, to ensure members have access to flexible, tailored strategies that can meet very specific, individual needs.  At a time when we cannot rely on markets alone, superannuation providers need to consider the following actions this year in order to achieve desired outcomes for their members.

  1. FOCUS ON OUTCOME BASED INVESTING:
    Investment strategies need to have a stronger focus on the individual member, with tailored asset allocations based on demographics.

  2. PREPARE FOR THE POTENTIAL CHANGES TO SUPER TAX:
    A wide-ranging review of tax is continuing under the new prime minister and we expect super to be back on the table. 

  3. THE RETIREMENT PHASE CONTINUES TO BE A FOCUS:  
    Further attention is required in order to provide retirees with a flexible solution that provides adequate and sustainable income in retirement.
     
  4. REDEFINE OBJECTIVES IN A VOLATILE WORLD:
    Low yields and heightened volatility lead to a higher reliance on risk management.
     
  5. A TIME TO TILT PORTFOLIOS TO ALPHA:
    As market conditions change, alpha is expected to boost returns and mitigate outcomes in downside scenarios.
     
  6. REFLECT ON GOVERNANCE AND INVESTMENT BELIEFS:
    With the above changes in priority and evolution of investment strategies, now is a good time to reflect on investment beliefs. One of the benefits of running mandates in house stems from flexibility and the ability to deviate from time to time.
     
  7. BOARD EVOLUTION:
    Many super funds have made great advances in improving Board diversity, but more can still be done. 
     
  8. BUILD A SUSTAINABLE STRATEGY FOR THE FUTURE:
    Super is a long term investment, it makes sense to have a long-term investment mindset.
     
  9. TECHNOLOGY IS CHANGING THE FACE OF MEMBER ENGAGEMENT:
    Consider robo-advice and online member access as education is now more critical than ever.
     
  10. HARVEST LOW HANGING FRUIT:
    Operational aspects of super management are often overlooked and processes are rarely reviewed in depth. 
     

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Top Ten Actions for Superannuation Providers in 2016
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