Volume 13 Number 3

Volume 13 Issue 3

Ethics & Governance

NEIL MAINES | Comments | FRIDAY, 6 AUG 2021

The importance of superannuation to society means superannuation funds are rightly assessed against rigorous investment objectives. Focus has traditionally been on investment returns versus a CPI-based ... ... Read more

Investment

Alpha with impact: Effective impact investing

GUILLAUME MASCOTTO | Comments | FRIDAY, 30 JUL 2021

A central component of effective impact investing is that investors do not need to make a binary distinction between impact and returns. Some asset managers, like American Century, offer a double-impact ... ... Read more

Downsizer contributions revisited

MINH LY | Comments | THURSDAY, 23 SEP 2021

In the 2021 Federal Budget, the government proposed expanding eligibility to make downsizer contributions to individuals 60 and over, from previously 65 and over, allowing more individuals from an expected ... ... Read more

Insurance

Insurance cover available through superannuation

AMY LEWIS | Comments | FRIDAY, 18 JUN 2021

Superannuation funds typically offer three types of insurance to members. How age makes a difference to superannuation insurance If a member is over 25, most superannuation funds automatically provide ... ... Read more

Technology

Digital advice key to keeping members engaged

STEVEN DAVISON | Comments | FRIDAY, 2 JUL 2021

Digital advice is set to play a vital role for superannuation funds wanting to engage their growing memberships and steer them toward better retirement outcomes, says Midwinter's Steve Davison. The ... ... Read more

Retirement

Indexation of the transfer balance cap and contribution caps

GARVIN JONES , NEIL IRVING | Comments | THURSDAY, 3 JUN 2021

The All groups CPI figure for the December 2020 quarter has triggered upward indexation of the general transfer balance cap (TBC) and any unused part of an individual's TBC from 1 July 2021. This ... ... Read more

Solving the longevity puzzle

FINTAN THORNTON | Comments | FRIDAY, 25 JUN 2021

The risk of members outliving their retirement savings presents a significant challenge for retirees and superannuation funds alike. With the Retirement Income Covenant (the covenant) set to come into ... ... Read more

Communications & Marketing

The psychology of super fund member segmentation

SIMON RUSSELL | Comments | FRIDAY, 9 JUL 2021

Superannuation fund members are not all the same; but neither are they all entirely different. The more a fund can understand about its members, the more it can personalise its engagement to each of ... Read more

SMSFs

SuperStream and SMSFs: How will the changes affect practitioners?

LYN FORMICA | Comments | FRIDAY, 23 JUL 2021

SMSF trustees now need to use, or at least be preparing to use, SuperStream when rolling monies in or out of their fund with the Australian Taxation Office (ATO) stating that 1 October 2021 is a hard ... ... Read more

Protecting SMSF assets: Key ways to secure the fund's assets during adverse events

GRAEME COLLEY | Comments | FRIDAY, 13 AUG 2021

A trustee's responsibility extends beyond just the fund, they are also obliged to oversee all of the members' interests. Some of the advantages of having an SMSF are that they provide members ... ... Read more

Taxation & Estate Planning

Avoiding mistakes with superannuation nomination beneficiary forms

AIA TECHNICAL TEAM | Comments | FRIDAY, 16 JUL 2021

It is generally well understood that an individual is unable to include directions in their Will in relation to the distribution of death benefits by a superannuation fund trustee. Instead, individual ... ... Read more

Latest News


Super funds don't vote together: ACSI ELIZABETH MCARTHUR \| 12:52PM The House of Representatives committee looking into common ownership of ASX companies has continued this week, with the super industry hitting back at suggestions that funds act in unison.	APRA to mandate independent certifications KARREN VERGARA Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission.

New super fund prepares for launch ELIZABETH MCARTHUR Tomorrow Super is readying itself for a $5 million pre-IPO funding round, with the promise of a financial adviser friendly superannuation solution.	AMP reduces super fees JAMIE WILLIAMSON Members of AMP's super products will see savings across both administration and investment fees from October, with some set to make significant savings.

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Cover Story

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Redesigning the game

ANDREW MOORE
CHIEF EXECUTIVE OFFICER
SPACESHIP VOYAGER

Andrew Moore leads one of the more successful superannuation challengers. He talks to Kanika Sood about growth opportunities ahead for Spaceship.

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Expert Feed

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Simon Mawhinney Managing Director and Chief Investment Officer Allan Gray Australia	Scott Bennett Head of Quantitative Research and Client Solutions Australasia Northern Trust	Clayton Sills Principal Mercer Investment Consulting	Alex Dunnin Executive Director, Research & Compliance Financial Standard
The great reweightings	Meeting net zero emissions as a super fund	Lifecycle funds enable super members to have their cake and eat it, too	The performance test that isn't is here, now what?
On 11 May this year, MSCI Inc., a global provider and creator of indices, announced the outcome of its semi- annual MSCI Equity Indexes Review. Through ...	Over the past 15 years we have seen an evolution in the expectations of superannuation funds. With their long investment horizons, they have started to ...	Volatility and uncertainty are the new norm in financial markets. We've had three "once in a lifetime" market crises in 25 years: the dot-com ...	Well, it's finally here. The day of the APRA super fund performance test has arrived. But whatever you, me or anyone thinks of it, it's time we ...
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