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 ... ... 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') ... ... 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. ... 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 ... ... 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 ... ... Read more

Latest News


Super funds don't vote together: ACSI ELIZABETH MCARTHUR \| 12:52PM The House of Representatives committee looking into common ownership of ASX companies has continued this week, with the super industry hitting back at suggestions that funds act in unison.	APRA to mandate independent certifications KARREN VERGARA Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission.

New super fund prepares for launch ELIZABETH MCARTHUR Tomorrow Super is readying itself for a $5 million pre-IPO funding round, with the promise of a financial adviser friendly superannuation solution.	AMP reduces super fees JAMIE WILLIAMSON Members of AMP's super products will see savings across both administration and investment fees from October, with some set to make significant savings.

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Cover Story

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Redesigning the game

ANDREW MOORE
CHIEF EXECUTIVE OFFICER
SPACESHIP VOYAGER

Andrew Moore leads one of the more successful superannuation challengers. He talks to Kanika Sood about growth opportunities ahead for Spaceship.

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Expert Feed

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Simon Mawhinney Managing Director and Chief Investment Officer Allan Gray Australia	Scott Bennett Head of Quantitative Research and Client Solutions Australasia Northern Trust	Clayton Sills Principal Mercer Investment Consulting	Alex Dunnin Executive Director, Research & Compliance Financial Standard
The great reweightings	Meeting net zero emissions as a super fund	Lifecycle funds enable super members to have their cake and eat it, too	The performance test that isn't is here, now what?
On 11 May this year, MSCI Inc., a global provider and creator of indices, announced the outcome of its semi- annual MSCI Equity Indexes Review. Through ...	Over the past 15 years we have seen an evolution in the expectations of superannuation funds. With their long investment horizons, they have started to ...	Volatility and uncertainty are the new norm in financial markets. We've had three "once in a lifetime" market crises in 25 years: the dot-com ...	Well, it's finally here. The day of the APRA super fund performance test has arrived. But whatever you, me or anyone thinks of it, it's time we ...
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Industry Events

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Should APRA publish every super fund's YFYS performance test score?

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