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post_retirement

The Post Retirement Research attempts to understand the inherent challenges associated with retaining super fund members post retirement.

With baby boomers hitting retirement age, funds across Australia are witnessing a shift from accumulation to decumulation among many of their highest value members. While funds have to focus on keeping older higher value members by offering appropriate product and service solutions, they also have to focus on the future – that is on younger generations who will provide future growth for funds.

CoreData’s Member Retention report will provide valuable insights into how to retain those members most likely to switch funds, or set up their own SMSF.

The CoreData Self-Managed Super Fund (SMSF) Service Provider Awards were held on Thursday 17 September 2015. The awards event was proudly presented by Self Managed Super Magazine.