The Global Financial Crisis (GFC) has put global asset allocation back into focus. Some have blamed the downfall on asset allocation while others have blamed it on investment judgment. Some investors have altogether given up attempting to balance risk ... Read more

There has been some considerable debate between the use of managed accounts over managed funds in the last few years, much of which has centered on whether managed accounts are a better structure than managed funds. This debate appears to largely conclude ... Read more

The Australian Prudential Regulation Authority has recently issued guidance to superannuation trustees regarding the labelling of superannuation investment options. The guidance places a welcome emphasis on the need for funds to substantiate claims ... Read more

The Australian Taxation Office (ATO) Draft Tax Ruling TR2011/D3 has created some debate within the industry regarding when a pension ceases upon the death of a member. The impact of this draft ruling has meant for many trustees and their advisers to ... Read more

In this whitepaper, Payling and Kim explore the impact changes that are occurring in the industry superannuation sector. In considering the impact of these changes, growth opportunities for fund executives are identified. Read more

In this time of fiscal responsibility, businesses need to weigh the costs and benefits of any expenditure. At the same time, employers want to retain good employees and accordingly, many employers are looking to provide life insurance benefits as incentives. ... Read more

Understanding that a fund's most glaring vulnerability is often the human element, employees need to be trained, educated and equipped to recognise cyber attacks. Read more