Volume 10 Number 3

Volume 10 Issue 3

Investment

PETER CHIAPPINELLI | Comments | FRIDAY, 3 AUG 2018

Once perceived as misfits for investors, multi-asset class strategies are now used for all sorts of portfolio solutions. Not too long ago, investors, consultants, and advisers in the asset management ... Once ... Read more

The growing importance of the 'E' in ESG

JEREMY TAYLOR , NATHAN COCKRELL | Comments | FRIDAY, 10 AUG 2018

Environmental regulation is escalating Stringent regulations that focus on environmental disclosures, limits, and targets have grown over the past two decades. In early 2017, over 1,400 climate laws ... Read more

Taking advantage of the fear and uncertainty

DAVID EISWERT | Comments | FRIDAY, 17 AUG 2018

Global markets are certainly showing plenty of fear and uncertainty right now, as the raging bull narrative has turned back to one of an aging and fading bull. One primary reason relates to concerns ... Read more

Sequencing risk

ACCURIUM * | Comments | FRIDAY, 24 AUG 2018

A key investment risk affecting a client's retirement portfolio relates to the order in which they receive returns. These investment returns, good or bad, have more impact at some points in a client's ... A ... Read more

Perspectives of leading Australian investors in hedge funds

ALTERNATIVE INVESTMENT MANAGEMENT ASSOCIATION | Comments | FRIDAY, 31 AUG 2018

One of AIMA Australia's key goals is to facilitate and develop closer ties to the investment community, both retail and institutional. In order to facilitate this, the AIMA Australia investor advisory ... One ... Read more

Australian private debt (Part one)

BOB SAHOTA | Comments | FRIDAY, 7 SEP 2018

The Australian private debt market is not a new market and has existed for decades. The market consists of several broad categories including owner-occupied mortgages, investor mortgages, consumer loans ... The ... Read more

Australian private debt (Part Two)

BOB SAHOTA | Comments | FRIDAY, 14 SEP 2018

Across the spectrum of Australian private debt, there are a number of sub-sectors that have presented, and continue to present, stronger risk-adjusted returns. These sub-sectors include: Leveraged buyout ... Across ... Read more

ESG integration for investment performance

SUSHEELA PERES DA COSTA | Comments | FRIDAY, 28 SEP 2018

The environmental, social and governance (ESG) performance of companies is increasingly in the spotlight in a world where information and opinion travel fast. Shareholders have also recognised ESG as ... The ... Read more

A numbers game: The changing face of demographics

CHRIS RANDS | Comments | FRIDAY, 5 OCT 2018

In 2011, a dramatic shift occurred throughout the developed world - working age populations began a multi-decade decline. Demographic shifts like this in an economy can have profound effects, including ... In ... Read more

Technology

The three questions defining your superannuation fund's future

LUKE NARDELLA | Comments | FRIDAY, 13 JUL 2018

Question 1: Are you the hunter or the hunted? You'd be forgiven for thinking that 2017 was the Australian superannuation sector's very own "annus horribilis." After 26 years and with more than $2 ... Question ... Read more

Mobility as a service

ROSS ISRAEL | Comments | THURSDAY, 19 JUL 2018

Each generation appears to think that changes experienced in their time are the most dramatic in history. Everything is said to be "bigger, faster, best/worst, unprecedented" and on it goes. Each ... Read more

Retirement

Innovating financial products for retirement

DAVID ORFORD | Comments | FRIDAY, 27 JUL 2018

Ever since the introduction of Australian Life Tables by the Australian Government Actuary in the 1880s, the longevity of Australians has been consistently improving. Fast forward a century to the 1980s ... Ever ... Read more

Administration & Management

Proposed superannuation guarantee amnesty raises opportunities and risks

CHRISTIAN PAKPAHAN , DANIEL BUTLER | Comments | FRIDAY, 21 SEP 2018

On 24 May 2018, the Government announced a 12 month superannuation guarantee (SG) amnesty that proposes to give employers an opportunity to rectify past SG non-compliance without penalty. If the Treasury ... On ... Read more

Latest News


Senate secures members' interest changes HARRISON WORLEY Insurance in superannuation is now opt-in only for new members under the age of 25 and those with low account balances, after the government's Putting Members' Interest First super reforms passed through the Senate yesterday.	Intrust Super revamps robo-advice KRISTI CHENG Intrust Super has relaunched its robo-advice offering, increasing the solution's speed while decreasing the user input requirements.

Big Super Day Out success, but more to be done HARRISON WORLEY The First Nations Foundation's 2019 Big Super Day Out reconnected more than $9.5 million in superannuation with Indigenous Australians.	Major super funds caught in fraud scandal ELIZA BAVIN, JAMIE WILLIAMSON Several of Australia's largest superannuation funds were targeted by an online fraud syndicate which siphoned millions from share-trading and super accounts.

Videos

Brought to you by

2018 Rainmaker SelectingSuper Awards

Understanding the role of ESG in portfolio construction

Research Briefing - RMetrics MySuper report

William Blair | Alpha starts with curiosity

MORE VIDEOS ►

Get it Weekly

Read the latest news and white papers. Get the FS Super Weekly Newsletter.

Cover Story

MORE STORIES ►

Closing the gap

MELINDA HOWES
GENERAL MANAGER, SUPERANNUATION
BT FINANCIAL GROUP

After a period of hiatus, Melinda Howes returned to BT Financial Group as general manager of superannuation having realised her passion for super and the difference she can make in members' lives. Karren Vergara writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Luke Hooper Special Counsel Mills Oakley Lawyers Pty Limited	Travis Dickinson Senior Consultant Willis Towers Watson	Grant Suttie Head of Service Delivery, Alternative Investment Services, Asia Pacific BNY Mellon Investment Management Australia	Bill Glover Partner Holding Redlich
The Protecting Your Super package fee and costs caps for low-balance members	Introducing a CGT pension bonus scheme	Hedge fund managers: Start thinking like a mutual fund	Banking Royal Commission: Managed investment funds under the spotlight
The Treasury Laws Amendment (Protecting Your Superannuation Package) Bill 2018 (Bill) passed both houses of Parliament on the 18th of February and now ...	When an active or retained member of your fund transfers to an account-based pension, unrealised capital gains tax (CGT) provisions are released, creating ...	The hedge fund industry has evolved from its heady beginnings, when a few elite managers went unquestioned as long as they delivered superior returns.	The banking Royal Commission focused on misconduct by banks, insurance companies, mortgage brokers and superannuation trustees. However, anyone who is ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

SEP

25-26

ORM 2019: Investment Operations Risk Management Forum

►

OCT

Best Practice Series: Retirement Income Forum

►

NOV

27-29

FPA Congress early bird rate ends 31 Aug

►

►

►

Your Opinion

MORE POLLS ►

Will the dangerous occupations carve-out in the Putting Members' Interests First bill place additional pressure on super funds?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing