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 ... A ... 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 ... Gaining ... 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 ... The ... 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. Having ... 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 ... US ... 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 ... The ... Read more

Latest News


Super funds merge, leaders appointed ELIZABETH MCARTHUR First State Super and VicSuper have confirmed a merger will go ahead, naming the chief executive and chair for the combined $125 billion fund.	Industry fund pushes for simpler super splitting ELIZA BAVIN One of the nation's largest super funds has joined forces with Women's Legal Service Victoria (WLSV) to simplify the process of splitting super assets.

Industry fund members targeted ELIZABETH MCARTHUR Members of a $6 billion industry superannuation fund are being targeted by aggressive cold calls pushing them to roll over their super into another fund.	MySuper heat map lauds industry funds HARRISON WORLEY Industry super funds fared best in APRA's first MySuper heat map, forming the majority of products given the all clear by the regulator.

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Cover Story

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A dignified legacy

GREGORY CANTOR
CHIEF EXECUTIVE OFFICER
AUSTRALIAN CATHOLIC SUPERANNUATION AND RETIREMENT FUND

Dignity is important for Greg Cantor. It underpins who he is, and it's what he has strived for 30 years to provide fund members each and every day. Harrison Worley writes.

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Expert Feed

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Liza Mcdonald Head of Responsible Investment First State Super Financial Services	Gerard Kerr Head of Life Insurance OnePath Australia	Andrew Lockhart Managing Partner Metrics Credit Partners	David Allen Head of Long/Short Strategies Plato Investment Management
Driving the climate conversation between investors and companies	Old at heart: The new financial priority	Why there's no place like home for fixed income	Defending Markowitz and optimising portfolio returns
According to the Responsible Investment Association of Australia (RIAA)1, responsible investing is reaching a tipping point, driven by rising consumer ...	The financial crisis was associated with mounting household debt around the world. Between 2008 and 2016, the median debt-to-GDP ratio in advanced economies ...	With Australia's superannuation assets currently totalling $2.9 trillion1, super funds have been shifting away from their previous home bias to a higher ...	In today's financial press, we are bombarded with information on individual investments, rarely is the focus on how to best combine these investments ...
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