Introduction: The purpose of this chronology of key events is to provide an historical context with which to understand the evolution of superannuation and retirement income policy in Australia. More specifically, the chronology is intended to: provide a quick reference guide to what happened and when facilitate access to relevant documents and complement other sources...

This paper compares and contrasts mainstream agency theory with financial planning practice in Australia. It appears to be the first attempt to do so. It extends an influential mainstream contribution to the literature on agency theory and then uses this extension, in conjunction with other theoretical contributions, to shed light on actual contracts between investors...

Introduction: There is an emerging awareness of the climate and carbon risks to our superannuation funds but awareness about disclosure, advocacy and active ownership has been patchy. The Climate Institute is at the forefront in examining the assumptions behind such investment decisions and the extent to which climate risk is or is not integrated. This...

The paper introduces the background to, and initial analytical priorities for, the programme of research funded by CIFR Grant EO33.

This paper examines Flexi-super, a proposal to allow people to begin receiving New Zealand Superannuation (NZS) between the ages of 60 and 70, instead of age 65 as at present. The paper identifies several problems with the proposal.