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


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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Retirement Income Forum 2019 | Highlights

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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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