Investment  MARK WILKINSON , GEOFF ROONEY | FRIDAY, 15 MAY 2020 The introduction of the self-managed superannuation fund (SMSF) 20 years ago gave Australians greater flexibility, control and choice over how they invest their retirement savings. Read more  MATTHEW WALKER | FRIDAY, 22 MAY 2020 Goals-based investing is about building and managing investment portfolios to achieve particular outcomes. Goals-based investing focuses on achieving the specific results desired by the end client, the investor, rather than more arbitrary market ben ... Read more  KELLIE JOHNSTON , ANDREA BREWER | FRIDAY, 12 JUN 2020 The link between positive environmental, social and governance (ESG) performance and economic growth is not new. However, the heightened focus by market participants on value creation through sustainability is new and being driven in part by global ... Read more  RAEWYN WILLIAMS , JOSHUA MCKENZIE | FRIDAY, 26 JUN 2020 The sophisticated world of large superannuation fund investing demonstrates an age-old aphorism: the only constant is change. Funds initiate some changed themselves to implement new ideas, address risks in the portfolio (including peer risk), insource ... Read more Technology  DANIEL HILL | THURSDAY, 28 MAY 2020 Consumers might not spend much time thinking about the series of connections and interactions that take place within a few seconds after they swipe their credit card, click 'complete purchase' on a screen, or tap their smartphone on a sensor. Read more Administration & Management  MICHAEL VRISAKIS | THURSDAY, 4 JUN 2020 The way we live, work and socialise have not been the only changes owing to the COVID-19 pandemic-the government has also been led to introduce a variety of measures affecting the financial services industry, including the reduction of default minimum ... Read more  GRAEME COLLEY | FRIDAY, 31 JUL 2020 The start of the new financial year always brings with it new rules for superannuation funds. Some years have seen many wide-reaching changes, while other years have seen just a few. For the 2020/21 financial year the two changes are Read more  DANIEL BUTLER , BRYCE FIGOT | MONDAY, 10 AUG 2020 There is a little known rule that can have huge implications for self-managed superannuation funds (SMSFs), particularly when it comes to reversionary pensions. This paper provides the crucial 'must know' details. Read more Retirement  DAVID ORFORD | WEDNESDAY, 17 JUN 2020 Optimum Pensions has designed and tested an innovative new lifetime income stream, the Real Lifetime Pension (RLP), that may be delivered by superannuation funds to their members to address longevity risk, while providing higher performance than current ... Read more Ethics & Governance  RICHARD BATTEN | FRIDAY, 10 JUL 2020 Regulatory Guide 272 Product Intervention Power (RG 272) sets out the score of the product intervention power, and explains how the Australian Securities and Investments Commission (ASIC) will use it, and how an intervention order will be made. 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
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been
that
rarest
of
things,
one
that
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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.
