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
Small industry super funds beat giants on trust, service, value
|Small industry super funds lead on trust, service, and value for money, according to CoreData's annual member engagement survey.
Pacific workers face barriers to claiming super: University
Financial experts are calling on the government to simplify the process for Pacific and Timor-Leste workers that come to Australia under the Pacific Australia Labour Mobility (PALM) scheme to access unclaimed superannuation once their visa expires, according to the University of South Australia (Uni ...
Middle Australia on track for 'comfortable retirement': ASFA
Thanks to a subtle shift in superannuation policy, a 30-year-old Australian earning the median wage is, for the first time, on the path to achieve a comfortable retirement, according to the Association of Superannuation Funds of Australia (ASFA).
European property draws interest from HESTA
HESTA is investing in European alternative property via a new mandate with global real estate investment manager Heitman.
Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
Expert Feed
Elevating your emerging markets game plan
Do emerging markets still belong in a modern investment strategy? If so, how do we appropriately weight emerging markets exposure?
Inflows into fixed income ETFs gather pace
While the penetration of fixed income into the ETF structure has lagged way behind equities, we expect flows to accelerate.
Managing uncertainty in a rapidly changing economic landscape
As we distill the first quarter's volatility and confusion, there is further economic moderation ahead with sizable risks to the downside.
AI, alternative data and sustainability in focus
As AI and alternative data reshape quantitative investing, here are some key insights from discussions with institutional investors.
