The adequacy and sustainability of self-managed superannuation funds: Governance, performance, asset allocation, fee structure and compliance

自我管理养老基金的充足性和可持续性：治理、绩效、资产配置、费用结构和合规性

• 批准号: LP100100212
• 负责人: Prof Alfred Yawson
• 金额: $ 6.12万
• 依托单位: The University of Adelaide
• 依托单位国家: 澳大利亚
• 项目类别: Linkage Projects
• 财政年份: 2010
• 资助国家: 澳大利亚
• 起止时间: 2010-05-04 至 2013-12-31
• 项目状态: 已结题
• 来源: https://dataportal.arc.gov.au/RGS/Web/Grants/LP100100212
• 关键词: adequacy; sustainability; self; managed; superannuation

This project will provide research to aid decision makers in policy formation and setting on governance, regulatory and performance issues relating to Self-Managed Superannuation Funds (SMSFs), which now make up the largest proportion of superannuation assets, accounting for over 30% of the total $1.1 trillion of superannuation assets in Australia. Empirically driven advice to the Government and the general community on these issues is of substantial importance given the need for retirees to be self-financing and the current adverse conditions experienced in today's financial environment. Research stemming from this project will highlight the value proposition SMSFs may or may not be providing to the superannuation industry.

该项目将提供研究，以帮助决策者制定有关自我管理养老金基金（SMSF）的治理，监管和绩效问题的政策，SMSF目前占养老金资产的最大比例，占澳大利亚养老金资产总额1.1万亿美元的30%以上。 鉴于退休人员需要自筹资金以及当今金融环境当前面临的不利条件，就这些问题向政府和广大社区提供经验驱动的建议至关重要。 来自该项目的研究将突出SMSF可能会或可能不会为养老金行业提供的价值主张。