BJORN DE SMEDT | FRIDAY, 28 AUG 2020
In the last few years, a growing number of investor stewardship codes have called for investors to become more active owners. Stewardship codes typically outline how investors can encourage companies to incorporate and maintain good corporate governance ... Read more
MARK LEWIS | THURSDAY, 10 SEP 2020
A few months is a long time in oil markets. In late February 2020, the attention of oil-industry analysts and investors was fixed firmly on the supply side of the market, with all eyes on the growing power struggle between Saudi Arabia and Russia over ... Read more
All sectors of the superannuation industry agree that successful equity investing entails some short-term pain to enjoy long-term gain. Superannuation funds and investment managers who embrace an active management philosophy can feel his acutely when ... Read more
Administration & Management
MARK STANDEN | FRIDAY, 4 SEP 2020
Following consultation, the Australian Securities and Investment Commission (ASIC) has released updated internal dispute resolution guidance for financial firms (Regulatory guide 271 Internal Dispute Resolution (RG 271)) and registered a legislative ... Read more
Couples engaged in property settlement negotiations or court proceedings prior to the COVID-19 crisis currently face a difficult choice: should the negotiations be suspended until the crisis ends or should negotiations and property settlement matters ... Read more
SIMON HADDY | THURSDAY, 8 OCT 2020
On 1 July 2020, First State Super and VicSuper merged to become Australia's second largest superannuation fund, managing $125 billion in savings on behalf of more than 1.1 million members across the education, health and public service industrie ... Read more
MICHAEL MATHIESON | FRIDAY, 16 OCT 2020
ASIC's consultation paper on advice fee consents (CP 329 Implementing the Royal Commission recommendations: Advice fee consents and independence disclosure) was issued on 10 March 2020, around the time when many organisations were introducing bans on ... Read more
NICK ALI | TUESDAY, 3 NOV 2020
An audit may seem a necessary evil, however, it's an opportunity for an overview of the status of your SMSF - an assessment of the fund's compliance as well as its overall health. Look at the annual audit as a medical check-up of your fund, which is ... Read more
Ethics & Governance
The Federal Court's decision in the Australian Securities and Investments Commission's (ASIC's) fee-for-no-service proceedings against certain licensees within the NAB Group highlights the principles to which a court will have regard in ... Read more
The conditions around the COVID-19 pandemic-economic uncertainty and lack of internal controls in a new digital workplace-have created the perfect ecosystem for financial crime. Leaders who fail to take the right precautions and preventions now could ... Read more
The Australian Securities and Investments Commission (ASIC) made a product intervention order on 22 October 2020 that imposes conditions on the issue and distribution of contracts for difference (CFDs) to retail clients. This paper summarises the key ... Read more
TIM MILLER | THURSDAY, 19 NOV 2020
The ability to bring-forward future year entitlements to make non-concessional contributions to superannuation has been in place for many years now. Up until 30 June 2020 this could be done by anyone who was under age 65 on 1 July and met the total ... Read more
MEG HEFFRON | THURSDAY, 26 NOV 2020
Almost all pension members will occasionally draw more than the minimum pension amount in a given year. If so, it is critical to think carefully about how those extra payments should be treated and documented before taking the payment. Pension members ... Read more
The super fund has expanded an existing mandate with Calvert to include a carbon reduction tilt that will cover its entire Australian equity portfolio.
New analysis by Rainmaker Information has identified 32 superannuation funds as leaders on ESG principles and strong investment performance.
The industry fund has reduced asset-based administration fees across Rest Super, Rest Corporate and Rest Pension, saying its total fees are now at least 25% less than the industry average.
As we celebrate the 30th birthday of the Superannuation Guarantee, the new financial year brings with it plenty of changes to super. Here's what you need to know.
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.
The new Labor Government will be a strong supporter of superannuation. In fact, the Prime Minister in his election night comments mentioned his government's ...
Emerging market debt has had a tough 2022 so far but the market is reaching an inflection point. Much of the bad news is in the past and yields are beginning ...
Superannuation's structural tailwinds of the past 30 years are morphing into headwinds and traditional diversification is challenged. (As an industry) ...
Attention has recently been given to the addition of non-traditional investments such as bitcoin in SMSF portfolios. Before doing so, SMSF trustees should ...