Volume 11 Number 3

Volume 11 Issue 3

Ethics & Governance

Compensating superannuation members for fees for no advice

MICHELLE LEVY | Comments | THURSDAY, 18 JUL 2019

APRA and ASIC issued a joint letter to all RSE licensees entitled Oversight of fees charged to members' superannuation accounts in early April 2019. The letter is in response to the so-called 'fee ... APRA ... Read more

Enhanced whistleblower protections

NAOMI FINK | Comments | THURSDAY, 1 AUG 2019

As of 1 July 2019, potential whistleblowers across Australia enjoyed an added layer of statutory protections. The Treasury Laws Amendment (Enhancing Whistleblower Protections) Act 2019 ('the amendment') ... As ... Read more

Investment

Active currency management for long-term investors

GORDON BROWN | Comments | THURSDAY, 11 JUL 2019

"It is a riddle, wrapped in a mystery, inside an enigma." ~Sir Winston Churchill Churchill's well-known words describing Russia applies equally well to the topic of currency management. "It ... Read more

Administration & Management

Self-assessments of governance, accountability and culture

SAMANTHA CARROLL | Comments | THURSDAY, 4 JUL 2019

In May 2019 APRA released an Information Paper on the findings arising from self-assessments of governance, accountability and culture. The request for self-assessments followed APRA's release of the ... In ... Read more

Impact of super rollovers on clients' eligible service date

YVONNE CHU | Comments | THURSDAY, 25 JUL 2019

Superannuation rollovers are one of the most frequently recommended strategies by advisers. However, care should be exercised when implementing rollover strategies, particularly for clients who have ... Read more

SMSF, real property and death

YVONNE CHU | Comments | FRIDAY, 9 AUG 2019

The ability to invest directly in real properties (commercial or residential) is often one of the main reasons that clients decide to establish a self-managed superannuation fund (SMSF). The possibility ... The ... Read more

Latest News


AMP shamed by CHOICE ELIZA BAVIN CHOICE has awarded AMP a Shonky for its "grossly underperforming" superannuation division, highlighting the AMP Retirement Trust and Super Savings Trust products.	Industry fund implements fee changes JAMIE WILLIAMSON A $16 billion industry superannuation fund has made a raft of changes to the fees paid by its members.

State Super to sponsor retirement income research HARRISON WORLEY Celebrating its 100-year anniversary, the $44 billion superannuation fund will award scholarships for research into improving future retirement incomes.	QMV kicks off legal practice, appoints lead KANIKA SOOD QMV is kicking off a new legal business aimed at future needs of superannuation trustees and has picked a former UniSuper lead as its managing partner.

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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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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 ...
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OCT

Best Practice Series: Retirement Income Forum

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