CoreData Group | CD Blogs – burningpants
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We specialise in the following sectors:

Advice & Wealth Management

CoreData Consulting has a deep understanding of the financial advice and wealth management industries, developed through regular touch points with financial advisers and years of experience working in the industry.

Super & Insurance

Australia's superannuation industry faces a raft of challenges, particularly around legislative change and member engagement. CoreData Consulting is particularly interested in understanding the behaviour of self-managed super fund (SMSF) trustees.

Mortgages & Banking

We provides bespoke consulting to the mortgage and lending sector from both a business-to-business distribution channel perspective and also a business-to-consumer point of view.

Latest Insights

Post-Retirement Report 2016
April 18, 2016

The Post Retirement Research attempts to understand the inherent challenges associated with retaining super fund members post retirement. The study enables super funds to identify the reasons why members change funds at retirement and identify methods to prevent members from leaving the fund, including potential product and service solutions.

Member Growth Report 2015
January 20, 2016

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.

Member Retention Report 2015
November 20, 2015

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.

SMSF Trends and Outlook September 2015
September 18, 2015

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.