Ethics & Governance DANIEL BUTLER , WILLIAM FETTES | 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 instance in Aussiegolfa Pty Ltd v Commissioner ... Read more STUART SHEARY | 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 of investments, including direct property, unlisted ... Read more Investment DAMIEN WOOD | 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 works fine when someone else is willing to refinance ... Read more RAEWYN WILLIAMS , CHRIS DREW , MAHESH PRITAMANI | 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. Much research exists on the ingredients funds ... Read more MATTHEW STROTTON , MATTHEW PETER | FRIDAY, 9 NOV 2018 US consumer tail wind augurs well for A and B grade malls Read more Retirement DAVID ORFORD | 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 expectations provided by static tables - ultimately ... Read more |
Latest News
Retirement phase of superannuation consultation opens
|Treasury is seeking feedback on how the inherently complex retirement phase of superannuation can be improved to match the success of the accumulation phase.
Payday super protects most vulnerable: SMC
|New modelling by the Super Members Council (SMC) reveals payday super could add up to $36,000 to the retirement balance of workers in the lowest 20% of wage earners.
Changing retirement landscape needs regulatory framework: Actuaries Institute
|The government has been encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC).
SMSF Association, CA ANZ rally against super tax changes
The SMSF Association and Chartered Accounts ANZ (CA ANZ) have urgently called for the rejection of a newly proposed bill that would double tax on many Australians superannuation earnings.
Cover Story

A fresh start
JONATHAN ARMITAGE
CHIEF INVESTMENT OFFICER
COLONIAL FIRST STATE INVESTMENTS LIMITED
CHIEF INVESTMENT OFFICER
COLONIAL FIRST STATE INVESTMENTS LIMITED
Colonial First State chief investment officer Jonathan Armitage has a clear-eyed focus on positioning the fund manager as the first choice for retirement and investment savings. Anchoring this ambition is a commitment to delivering stellar investment outcomes, a tenet that's served as his career North Star. Andrew McKean writes.