FS Super - 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 ... 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). ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Pension fund joins action against Facebook KRISTI CHENG The California State Teachers' Retirement System has joined a derivatives case against Facebook in regards to Cambridge Analytica.	Industry fund awards $150m mandate KARREN VERGARA A major industry superannuation fund has awarded a $150 million mandate to a London-based investment manager.

Complex retirement system requires simplicity: Report KARREN VERGARA A new report is putting forth key reforms needed to make superannuation fairer and more efficient ahead of the Federal Government's review of the retirement income system.	Kogan Super launches KARREN VERGARA Kogan's low-cost, online-led superannuation fund backed by Mercer Australia has launched today.

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Research Briefing - RMetrics MySuper report

William Blair | Alpha starts with curiosity

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Cover Story

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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.

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Expert Feed

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Luke Hooper

Special Counsel

FS Super

The Protecting Your Super package fee and costs caps for low-balance members

The Treasury Laws Amendment (Protecting Your Superannuation Package) Bill 2018 (Bill) passed both houses of Parliament on the 18th of February and now ...

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Travis Dickinson

Senior Consultant

FS Super

Introducing a CGT pension bonus scheme

When an active or retained member of your fund transfers to an account-based pension, unrealised capital gains tax (CGT) provisions are released, creating ...

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Grant Suttie

Head of Service Delivery, Alternative Investment Services, Asia Pacific

FS Super

Hedge fund managers: Start thinking like a mutual fund

The hedge fund industry has evolved from its heady beginnings, when a few elite managers went unquestioned as long as they delivered superior returns.

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Bill Glover

Partner

FS Super

Banking Royal Commission: Managed investment funds under the spotlight

The banking Royal Commission focused on misconduct by banks, insurance companies, mortgage brokers and superannuation trustees. However, anyone who is ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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SEP

Best Practice Series: Managed Accounts Forum

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SEP

10-13

4th Women in Super & Wealth Management Leadership Summit

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SEP

25-26

ORM 2019: Investment Operations Risk Management Forum

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OCT

Best Practice Series: Retirement Income Forum

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