Even though much has already been spoken about the coming Asia Pacific (APAC) growth era, the investment universe is still caught in a tug-of-war between the familiar comforts of growth in the West and the alien new growth in the East. Read more
NICHOLAS STOTZ | THURSDAY, 22 AUG 2019
Socially conscious investing, whereby companies are evaluated not only by their investment potential but also by their environmental and social impact, is one of the fastest growing investment strategies in the world as investors strive to align their ... Read more
KASHI TRATHEN | FRIDAY, 27 SEP 2019
In 1987, the then Federal Treasurer Paul Keating remarked that if you went into your local pet store, you would find the galah talking about microeconomic reform. In 2019, those same galahs (they can live up to 40 years) must surely be talking about ... Read more
Over the past decade, investors have pursued a growing range of responsible investing objectives. Increasingly, investors recognise the alpha potential and risk mitigating properties of responsible investing. Read more
Ethics & Governance
DTCC | WEDNESDAY, 28 NOV 2018
The past several years have been characterised by a worldwide economic expansion that is broadly synchronised between the U.S., Europe and Asia. In 2017, the global economy grew by 3.7%, the fastest increase seen in seven years. Asia, which currently ... Read more
After many years of deferrals, the first reporting date for superannuation funds to disclose their portfolio holdings is fast approaching, with trustees being required to disclose item-by-item investment holdings (as at 31 December 2019) by late March ... Read more
Administration & Management
The new law pertaining to 'ipso facto' clauses came into operation on 1 July 2018. This article highlights the relevance of the new law for SMSFs. Note that the law in this area is complex and a detailed and careful analysis is required to properly ... Read more
DAVID BARRETT | THURSDAY, 29 AUG 2019
From a legislative development perspective, the Federal Government election result on 18 May 2019 has provided a more stable outlook for financial services professionals, at least over the short term. It is timely then to take stock of the current state ... Read more
JANET MANZANERO-CARUANA | FRIDAY, 4 OCT 2019
There were 49,032 divorces granted in 2017, an increase from 46,604 in 2016, and that's not counting de facto relationship breakdowns (ABS, 2017). What usually follows separation or divorce is the splitting of the couple's assets under a family ... Read more
FLETCH HEINEMANN | THURSDAY, 24 OCT 2019
On May 24 2018, the government first introduced a 12-month superannuation guarantee (SG) amnesty. The relevant Bill failed to pass the Senate and then lapsed when the federal election was called on 11 April 2019. Read more
The limited recourse borrowing arrangement (LRBA) lending market has undergone a significant shift in recent years, with most first-tier bank lenders withdrawing their LRBA offerings for purchasers of residential property. As a result, several smaller ... Read more
ANDREW LOWE | FRIDAY, 18 OCT 2019
The introduction of the government's 'Innovative Superannuation Income Streams' Regulations [Treasury Laws Amendment (Innovative Superannuation Income Streams) Regulations 2017] has, since 1 July 2017, allowed for the development of new ... Read more
NICK CALLIL | FRIDAY, 1 NOV 2019
It is remarkable that, more than 25 years after the key planks of today's superannuation system were put in place, we still have not defined the purpose of superannuation, despite recent (to date) unsuccessful attempts to legislate an objective. ... Read more
JEREMY COOPER | TUESDAY, 26 NOV 2019
It is a fact of life that nobody knows exactly how long they will live. Of more concern is that most people don't know how long they are expected to live on average either. Given that Australian seniors are responsible for financing their own retirement ... Read more
PHILIP CATANIA | FRIDAY, 8 NOV 2019
With the frequency and seriousness of data breaches continuing to set new records each year in Australia and across the world, Australian regulators have begun laying down the law when it comes to data management, cyber resilience and information security ... Read more
SELWYN BLACK | FRIDAY, 15 NOV 2019
A considerable proportion of our wealth now sits in superannuation. It is estimated that at the age of retirement (age 60-64) the average Australian will have over $200,000 in their superannuation fund (ASFA, 2017). Read more
Ahead of this weekend's election, the Chartered Accountants Australia and New Zealand (CA ANZ) wants both major political parties to commit to dumping the annual superannuation contribution cap for the benefit of women.
At first glance, the government's superannuation plan for homebuyers seemed a compelling proposition, but concrete analysis has revealed that at best it's only a marginal measure.
Homeownership rates have plummeted, but unions and industry groups have had a negative response to Scott Morrison's last-ditch pitch to 'aspirational Australians'.
The Morrison government has said it will expand the downsizer superannuation scheme by reducing the minimum eligibility age if re-elected this weekend.
CHIEF EXECUTIVE OFFICER
CHIEF EXECUTIVE OFFICER
Heading one of the country's largest sustainable investors wasn't something Peter Chun ever envisioned for himself, but that's just a bonus of taking on the role he describes as a perfect fit - chief executive of UniSuper. Jamie Williamson writes.
As super funds prepare to publish their retirement income strategies to comply with the new Retirement Income Covenant, the next question is what are ...
Inadequate retirement planning is a very real issue for thousands of people both in Australia and globally, but there are ways of making the process more ...
Inflation is being felt around the world, and central banks are responding accordingly. Here's a wrap up of rate changes and the latest on inflation.
In response to the evolving ESG landscape, the skills and competency of directors and boards will need to quickly evolve to include the expertise and ...