NICHOLAS ALLINGHAM   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 ...

NICHOLAS STOTZ   Socially conscious investing, whereby companies are evaluated not only by their investment potential but also by their environmental and social impact, is one of the fastest growing ...GORDON BROWN   "It is a riddle, wrapped in a mystery, inside an enigma." ~Sir Winston Churchill Churchill's well-known words describing Russia applies equally well to the topic of currency ...

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 ...LINDA BRUCE   Personal insurance policies, such as death, total & permanent disability (TPD) and income protection insurance, are often held within super. In fact, more than 70 per cent of ...

INTEGRATED PAYMENT TECHNOLOGIES   In the age of 'big data,' organisations have the opportunity to harness the power of information, but also the obligation to protect what data they have in the face of ...GIUSEPPE CORONA   Increasingly we are hearing about the revolutionary technologies that will fundamentally change the way we live our lives. This will be led by the internet of things, smart cities ...

DARREN BEESLEY   The ASFA Retirement Standard benchmarks the annual budget needed by Australians to fund either a comfortable or modest standard of living in the post-work years. Budgets for various ...DAVID ORFORD   With two years of considerable discussion around the provision of new retirement income products, savvy trustees are realising it's the perfect time to integrate retirement income ...

DAVID BARRETT   From a legislative development perspective, the Federal Government election result on 18 May 2019 has provided a more stable outlook for financial services professionals, at least ...MARJON MUIZER   At tax time, no SMSF (self-managed super fund) wants a qualified audit. Yet the chance is higher if you hold unlisted assets, particularly unlisted trusts and companies, plus ...

MATTHEW MCGILTON   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 ...