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Publications, Surveys, Statistics and Reports

IFSA commissions and releases a variety of reports on key industry issues. To access these reports, please click on the links below.

All speeches made relating the topics below can be accessed by selecting this link Speeches

2009 2008  2007 2006  2005  2004  2003  2002 

2010

January 2010 Rice Warner Superannuation Adequacy, Savings Gap Report, and Case Studies

 

 

2009

IFSA/Core Data Investor Sentiment Research Report - December 2009
IFSA's Superannuation Member Charter
 

 2008 

Rice Warner Superannuation Fees Report, June 2008
IFSA Deloitte Fraud and Security Survey 2008
IFSA/Rainmaker Report - Australia's Funds Management Global Footprint
FICA Report Analysis of State Tax Reform
PricewaterhouseCoopers Investment Management CEO Survey 2008

University of Adelaide review of APRA Investment Performance Statistics of the Australian Superannuation Industry
For a copy of APRA's response, please click here
The Economic Impact of Increased National Saving.  July 2008 - 507KB
Regulatory Headland Statement - Towards a More Efficient Regulatory System: 2008 - 2011
Essential Super Stats - 1st Qtr 2008
Keeping Cool! - The role of FANs in a complex industry, January 2008 - 276KB

 

2007

 

The Export Potential of Australian Funds Management Services
Rice Warner Superannuation Fees Report, May 2007
Policy options to increases Australia's export of funds management services, May 2007 - 2.02MB
Essential Super Stats - September Quarter 2007

PwC Investment Management Survey

Super Decisions: Communicating With Customers & Effective Disclosure
Life Insurance Headland Statement (includes Media Release)
Australia's National Saving Revisted: Where are we now?
Smarter Super - invest in your future and make the most of your retirement
Essential Super Stats - June Quarter 2007 - 327KB
Other People's Money Part II: Making Australia a supplier of funds management to the world - 335KB
Other People's Money Part I: A Snapshot of Australia's Funds Management Industry and Its Export Potential - 521KB
Essential Super Stats - March Quarter 2007 - 150KB
Essential Super Stats - December Quarter 2006 - 117KB

 

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2006

Title
Investor Benchmarking Research - November 2006
Smarter Insurance - IFSA, ICA & ABA Joint Publication - 1.01MB
Policy Options for Retirement Incomes & Long Term Savings - March 2006 - 585.96KB
The Role of Calculators in Educating Investors - March 2006 - 111.10KB
Towards Better Regulation Policy on future regulation of Financial Services in Australia - February 2006 - 164.66KB
Self-Managed Super Fund Trends - February 2006 - 347.62KB

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2005

Title
Investor Sentiment Benchmarking - Published August 2005 - 1.67MB
Risk Protection Shortfall - The Cost of Underinsurance - Published August 2005 - 218KB
Under Insurance Key Facts - Published August 2005  - 46KB
Superannuation funds - Features and Services - Published June 2005 - 178KB
Equitable Distribution of Investment Earnings in Collective Investments - Published June 2005 - 382KB
Superannuation Surcharge Report - Published June 2005 - 98KB
Life Insurance in Super - Published May 2005 - 166KB
Superannuation Fees & Expenses - Published March 2005 - 742KB

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2004

Title
Investor Sentiment Benchmarking - Published August 2004 - 703.65KB

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2003

Title
Retirement Incomes and Long Term Savings - Published August 2003 - 112.87KB
Retirement Savings Gap - Published August 2003 - 26.03KB
Shareholder Activism by Fund Managers  - Published July 2003 - 70.68KB

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 2002

Title
Nexus between employment and superannuation contributions  - Published July 2002 - 101.85KB
Retail Registered Schemes Fees and Charges  - Published July 2002 - 68.68KB
Report on superannuation fees and competition  - Published April 2002 - 336.06KB
Genetic Testing and Life Insurance Consumer Perception Research - Published January 2002 - 137.95KB

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 2001

Title
Retirement Incomes Desires and Drivers - Published December 2001  - 961.65KB
Report on MIA fees and Charges - Published July 2001 - 82.63KB
IFSA Fees and Charges Consumer Perception Study - Published July 2001 - 1.35MB
Shareholder Activism by Fund Managers - Published March 2001 - 217.04KB

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 2000

Title
Australian Funds Management Industry - Thriving on a Winning Culture - Published October 2000 - 137.08KB

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1999

Title
Choice of Superannuation Fund report - Published November 1999 - 248.30KB

 

 


 

 
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