The importance of integrating ESG related risks and opportunities into investment decisions has become undeniable. The ability for companies to generate superior shareholder returns is increasingly intertwined with ESG and sustainability factors. Read more

Investment in China has become a divisive topic. Investors at one pole have championed a historic opportunity stemming from the country's rapid economic ascendance and enormous yet still developing financial markets. Read more

As the energy transition picks up further steam, power markets are changing beyond recognition. Annual investment into renewable power has increased from less than $50 billion in 2004 to around $300 billion over recent years, according to the International ... Read more

Scenario analysis shows that an Australian private debt portfolio could have outperformed the YFYS fixed income benchmark by up to 4% p.a. over the past 19 years. Read more

In 2016 when Lady Quentin Bryce walked into the Fund Manager of the Year awards, she turned to a leading female portfolio manager and asked, "where are all the women?". Read more

With the recent commencement of the design and distribution regime, product issuers were required to comply with the new requirements by 5 October 2021. Read more

Good news on the required disclosure front Read more

Generating the income for retirement from accumulated savings is a challenge that comes with additional risks to the retiree. Read more

If your client base includes business owners, chances are you have turned your mind to what might happen to their superannuation and proceeds from life insurance policies should their circumstances drastically change, and they become bankrupt. Read more

It is widely understood that the status of a worker as an employee or independent contractor is based on a range of common law tests. Generally, where a worker contracts to achieve a result the relationship between the parties will be one of principal ... Read more

This paper outlines the key considerations and steps required in appointing a consultant with specific focus on the investment and servicing credentials of a consultant. Read more

Every member of an SMSF is required to be a trustee or a director of a corporate trustee. Read more