GEOFF SANDERS   After many years of deferrals, the first reporting date for superannuation funds to disclose their portfolio holdings is fast approaching, with trustees being required to disclose ...MICHAEL CHAAYA   On 16 July 2019, an expert panel chaired by Graeme Samuel published their Capability Review of the Australian Prudential Regulation Authority (APRA). 1 Commissioned by the Federal ...

ASHA MEHTA   Over the past decade, investors have pursued a growing range of responsible investing objectives. Increasingly, investors recognise the alpha potential and risk mitigating properties ...KASHI TRATHEN   In 1987, the then Federal Treasurer Paul Keating remarked that if you went into your local pet store, you would find the galah talking about microeconomic reform. In 2019, those ...

SELWYN BLACK   A considerable proportion of our wealth now sits in superannuation. It is estimated that at the age of retirement (age 60-64) the average Australian will have over $200,000 in ...DEIDRE GROVER   Insurance through superannuation is widely utilised in Australia and plays an important role given the benefits it can provide individuals. However, the deduction of insurance ...

ROBYN CHATWOOD   Overview The consumer data right (CDR) regime aims to give more control to customers over data held about them. It will start a new era of 'open banking' and reflects ...PHILIP CATANIA   With the frequency and seriousness of data breaches continuing to set new records each year in Australia and across the world, Australian regulators have begun laying down the ...

JEREMY COOPER   It is a fact of life that nobody knows exactly how long they will live. Of more concern is that most people don't know how long they are expected to live on average either. Given ...NICK CALLIL   It is remarkable that, more than 25 years after the key planks of today's superannuation system were put in place, we still have not defined the purpose of superannuation ...

ALLISON MURPHY   The limited recourse borrowing arrangement (LRBA) lending market has undergone a significant shift in recent years, with most first-tier bank lenders withdrawing their LRBA offerings ...WILLIAM FETTES   The $1.6 million transfer balance cap (TBC) imposes a limit on the total amount that a fund member can transfer into an exempt (retirement phase) pension. The TBC was introduced ...

GUY MCKANNA   There is a range of trends, themes and issues that our industry will need to address this year. Improving environment, but increasing challenges The majority of respondents expect ...DOUG MCBIRNIE   Life expectancy is a statistical indication of how long a person may live as opposed to an estimate of how long they will live. It is typically based on their year of birth, current ...