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Investing for retirement: Considerations for superannuation fund trustees

How can trustees tailor investment strategies to better meet pension member needs?

September 25, 2017
| Australia

Superannuation fund trustees face a challenging objective for pension options to achieve relatively strong investment returns, while managing downside risks. 

However, the different circumstances of pension options – including different tax rates relative to accumulation options – present an opportunity for trustees to tailor pension option investment strategies to better meet pension member needs.

In a period of meaningful growth in size of pension fund assets for many superannuation funds, investment strategies and portfolio construction approaches for pension options often match those of the equivalent accumulation options – but this is starting to evolve, with funds introducing a variety of approaches.

Investing for retirement: Considerations for superannuation fund trustees, looks at ways to invest pension option assets taking into account the differing requirements and tax status of members in the accumulation and pension phases.

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