White Papers, Blogs & Insights
RESEARCH: FSC The Role and Value of Digital Advice in Australia
Building the confidence to act
The Role and Value of Digital Advice in Australia is paper commissioned by the Financial Services Council (FSC) in collaboration with Core Data. The research explores the role of digital financial advice in building confidence and enabling people to take more control of their retirement savings. The research involved extensive industry interviews, national consumer research and international perspectives.
SPEAKING - ENGAGE 2025: Future for Member Engagement, Communication and Experience
The Ripple Eftect - How human connection builds member confidence
In The Ripple Effect, Duncan McPherson examined how communication influences confidence and behaviour. The presentation highlighted why engagement is the real trust signal, and how digital and hybrid models can turn moments of uncertainty into momentum.
NEW WHITE PAPER - THE POWER OF THE ENGAGED MEMBER
Why engagement—not just investment returns—is the real driver of retirement success
Engaged members achieve better outcomes. This paper shows how investment choice signals intent—and why enabling action matters more than ever.The Voice Members Need explores how super funds can strengthen member confidence and trust by communicating with clarity, empathy, and leadership during times of market uncertainty.
THE VOICE MEMBER NEED
The Voice Members Need
The Voice Members Need explores how super funds can strengthen member confidence and trust by communicating with clarity, empathy, and leadership during times of market uncertainty.
The Case for Adviser Collaboration
Super funds already embracing this shift are seeing stronger adviser relationships, improved service delivery, and better member retention. The Borromean Consulting Adviser Capability Model provides a roadmap for building an adviser-friendly fund, creating mutual value by supporting advisers in delivering high-quality advice.
Hybrid Advice: The Next Wave of Innovation in 2025!
The advice landscape is evolving, and hybrid advice is emerging as a powerful solution to bridge the gap between self-directed digital tools and traditional face-to-face advice.
Working with advisers
The race to scalable advice models
The race to scalable advice models is hotting up with super funds starting to review their advice services to ensure they are fit for purpose and the next stage of growth.
Working with advisers
Mobilising advice for members
Super funds have a proven track record of looking after their members. As they continue to adapt and respond to Australians' changing needs, the maturity of their adviser capabilities will grow in step.
Working with Financial Advisers
Building Strong Adviser Relationships
Super funds are well positioned to build out a relationship and communication model that reflects the importance of Advisers to fund and their members.
Working with Financial Advisers
Unlocking value through operational efficiency
Operational Efficiency is the 3rd capability of the Adviser Capability Model creating a dual advantage for super funds and advisers.
Working with Financial Advisers
Unlocking the power of data
Data is recognised as a key enabler for super funds to deliver on their retirement income strategy. At the same time, data is helping to build a mutually beneficial relationship between super funds and advisers.
Working with Financial Advisers
Advice as the 3rd pillar
Focusing on the advice strategy and its stages of maturity, advice is recognised as a value creator and culturally embedded.
Working with Financial Advisers
Working as a team
Working as a team, Super Funds and Advisers have an opportunity to improve the retirement outcomes of all Australians making them easier to work with and improve the outcomes for their members.
