Volume 10 Number 4

Volume 10 Issue 4

Ethics & Governance

The sole purpose test substantially clarified by the Full Federal Court

DANIEL BUTLER , WILLIAM FETTES | Comments | FRIDAY, 12 OCT 2018

A recent unanimous decision of the Full Federal Court represents a major win for SMSFs and taxpayers on the topic of the sole purpose test. This decision overturns the primary judge's decision at first ... ... Read more

Tips and traps for SMSFs investing in a private company

STUART SHEARY | Comments | FRIDAY, 2 NOV 2018

Gaining greater control and investment flexibility are often significant motivators for people setting up a self-managed superannuation fund (SMSF). SMSFs provide the ability to invest in a wide range ... ... Read more

Investment

Turning tide to reveal more credit uglies

DAMIEN WOOD | Comments | FRIDAY, 19 OCT 2018

The saying goes that a rising tide floats all boats. In the land of credit, it has been a king tide enabling almost anyone to get a loan or issue a bond - as long the interest paid was high enough. This ... ... Read more

Optimality is in the eye of the beholder

RAEWYN WILLIAMS , CHRIS DREW , MAHESH PRITAMANI | Comments | FRIDAY, 26 OCT 2018

Having the right ingredients for equity investing is mission-critical for superannuation funds. On average, APRA-regulated funds invest almost half of members' capital (47%) into listed equities portfolios. ... Read more

Rhetoric vs. reality (part one)

MATTHEW STROTTON , MATTHEW PETER | Comments | FRIDAY, 9 NOV 2018

US consumer tail wind augurs well for A and B grade malls The US retail sector is proving a difficult landscape to navigate as competing forces jostle for dominance. Tailwinds from a strong U.S. economy ... ... Read more

Retirement

You'll live longer than you think

DAVID ORFORD | Comments | THURSDAY, 6 DEC 2018

The risk of financial advisers using the Australian life tables (ALT) to help clients prepare for retirement will lead to Australians facing ongoing challenges as they increasingly outlive their life ... ... Read more

Latest News


Super funds don't vote together: ACSI ELIZABETH MCARTHUR \| 12:52PM The House of Representatives committee looking into common ownership of ASX companies has continued this week, with the super industry hitting back at suggestions that funds act in unison.	APRA to mandate independent certifications KARREN VERGARA Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission.

New super fund prepares for launch ELIZABETH MCARTHUR Tomorrow Super is readying itself for a $5 million pre-IPO funding round, with the promise of a financial adviser friendly superannuation solution.	AMP reduces super fees JAMIE WILLIAMSON Members of AMP's super products will see savings across both administration and investment fees from October, with some set to make significant savings.

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Cover Story

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Redesigning the game

ANDREW MOORE
CHIEF EXECUTIVE OFFICER
SPACESHIP VOYAGER

Andrew Moore leads one of the more successful superannuation challengers. He talks to Kanika Sood about growth opportunities ahead for Spaceship.

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Expert Feed

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Simon Mawhinney Managing Director and Chief Investment Officer Allan Gray Australia	Scott Bennett Head of Quantitative Research and Client Solutions Australasia Northern Trust	Clayton Sills Principal Mercer Investment Consulting	Alex Dunnin Executive Director, Research & Compliance Financial Standard
The great reweightings	Meeting net zero emissions as a super fund	Lifecycle funds enable super members to have their cake and eat it, too	The performance test that isn't is here, now what?
On 11 May this year, MSCI Inc., a global provider and creator of indices, announced the outcome of its semi- annual MSCI Equity Indexes Review. Through ...	Over the past 15 years we have seen an evolution in the expectations of superannuation funds. With their long investment horizons, they have started to ...	Volatility and uncertainty are the new norm in financial markets. We've had three "once in a lifetime" market crises in 25 years: the dot-com ...	Well, it's finally here. The day of the APRA super fund performance test has arrived. But whatever you, me or anyone thinks of it, it's time we ...
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Industry Events

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Advisers Big Day Out - Bendigo

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OCT

Advisers Big Day Out - Geelong

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OCT

Advisers Big Day Out - Sunshine Coast

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