Ethics & Governance  PHOEBE WYNN-POPE , ANDREW LUMSDEN | FRIDAY, 28 FEB 2020 In February 2019, the Final Report of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, (Final Report), led by the Hon Kenneth Hayne AC QC, was published, Shortly thereafter, the government published ... Read more  HARRY NEW , VINCE BATTAGLIA | FRIDAY, 6 MAR 2020 This paper outlines changes to fees and costs disclosure requirements for superannuation products and collective investment products implemented by ASIC Corporations (Disclosure of Fees and Costs) Instrument 2019/1070 (Instrument 2019/1070) and as explained ... Read more  ALLY CROWTHER | FRIDAY, 3 JUL 2020 Allens said at the outset of this pandemic that financial advice will play an important role in supporting members who are considering whether to access their superannuation early. Read more Technology  BENJAMIN DI MARCO , THERESA LEWIN , LUCY COOPER | WEDNESDAY, 11 MAR 2020 A complex web of cyber security obligations has been created for the superannuation industry with the advent of a recent prudential standard in regard to information security. Many funds are struggling to develop strategies to address what is now re ... Read more  SHAUN MCKENNA | THURSDAY, 23 JUL 2020 In looking at the developments in the Australian superannuation industry, it is clear there is a growing need for flexibility, agility and resiliency in both technology and operating models. Read more Retirement  RAHUL SINGH | WEDNESDAY, 18 MAR 2020 To access their superannuation, an individual needs to meet a condition of release. One of the conditions of release is attaining preservation age, which entitles a person to access their superannuation in the form of an income stream, with a restriction ... Read more  MICHAEL MCLEAN | WEDNESDAY, 8 APR 2020 A lifetime income stream including a lifetime annuity, can provide secure, regular income for life, providing clients with peace of mind in retirement regardless of how long they live or how investment markets perform. Once a decision has been made ... Read more MICHAEL MCLEAN | FRIDAY, 8 MAY 2020 A lifetime income stream that includes a lifetime annuity can provide secure, regular income for life, providing clients with peace of mind in retirement regardless of how long they live or how investment markets perform. Read more Investment  RAEWYN WILLIAMS , JOSHUA MCKENZIE | FRIDAY, 27 MAR 2020 Off-market share buybacks are a curious form of Australian corporate action: what rational investor would deliberately elect to sell back shares at a price below market value? The answer lies in the aftertax value of the transaction. A superannuation ... Read more  KIM CATECHIS | FRIDAY, 24 APR 2020 The markets have been reacting violently to the sudden weakness in the oil price. Read more Administration & Management  MICHAEL CHAAYA | FRIDAY, 3 APR 2020 The coronavirus (COVID-19) pandemic has caused significant disruption across business and society. Read more  BRYCE FIGOT , DANIEL BUTLER | THURSDAY, 16 APR 2020 SMSFs that own property are facing the prospect of tenants falling behind in their rent payments and their other obligations under the lease due to the economic stress arising from COVID-19. Read more  RAHOUL CHOWDRY | FRIDAY, 1 MAY 2020 This paper outlines how the COVID-19 pandemic has impacted the financial services industry in Australia to date-what it means from a macroeconomic, government, regulatory and financial services industry participant's viewpoint. Read more  GRAEME COLLEY | FRIDAY, 17 JUL 2020 With the end of another financial year it is time to ensure that SMSFs (self-managed superannuation funds) have everything ready to allow a smooth completion of the SMSF's 2019/20 financials and tax return. Read more |
Latest News
Retirement phase of superannuation consultation opens
|Treasury is seeking feedback on how the inherently complex retirement phase of superannuation can be improved to match the success of the accumulation phase.
Payday super protects most vulnerable: SMC
|New modelling by the Super Members Council (SMC) reveals payday super could add up to $36,000 to the retirement balance of workers in the lowest 20% of wage earners.
Changing retirement landscape needs regulatory framework: Actuaries Institute
|The government has been encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC).
SMSF Association, CA ANZ rally against super tax changes
The SMSF Association and Chartered Accounts ANZ (CA ANZ) have urgently called for the rejection of a newly proposed bill that would double tax on many Australians superannuation earnings.
Cover Story
A fresh start
JONATHAN ARMITAGE
CHIEF INVESTMENT OFFICER
COLONIAL FIRST STATE INVESTMENTS LIMITED
CHIEF INVESTMENT OFFICER
COLONIAL FIRST STATE INVESTMENTS LIMITED
Colonial First State chief investment officer Jonathan Armitage has a clear-eyed focus on positioning the fund manager as the first choice for retirement and investment savings. Anchoring this ambition is a commitment to delivering stellar investment outcomes, a tenet that's served as his career North Star. Andrew McKean writes.
Expert Feed
Lessons from "Madoff: The Monster of Wall Street"
Netflix's series "Madoff: The Monster of Wall Street" was confronting summer viewing - the harrowing stories of investors losing everything.
What Australians did with their super when COVID struck
Commonwealth Bank data shows the Australians who withdrew super spent more, but paid down their debt.
Equities: Why it's too early for investors to relax
This
year
has
been
that
rarest
of
things,
one
that
has
been
bad
for
both
equities
and
bonds,
with
stocks
likely
to
post
their
worst
calendar
year
since ...
2023's investor reality check
The latest ASX Australian Investor Study has just been released and the survey of 5,500 Australian adults is a terrific investment market reality check.
