Volume 14, Issue 1

Investment
Joel Connell
JOEL CONNELL  |  FRIDAY, 14 JAN 2022
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
Ram Thirukkonda
RAM THIRUKKONDA , SETH WEINGRAM  |  FRIDAY, 28 JAN 2022
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
David Scaysbrook
DAVID SCAYSBROOK  |  FRIDAY, 25 FEB 2022
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
Claire Smith
CLAIRE SMITH  |  FRIDAY, 25 MAR 2022
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
Ethics & Governance
Yolanda Beattie
YOLANDA BEATTIE  |  THURSDAY, 20 JAN 2022
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
Compliance
Josh Wigney
MICAHEL MAVROMATIS , JOSH WIGNEY  |  FRIDAY, 4 FEB 2022
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
Geoff Sanders
GEOFF SANDERS , PHILIP MARQUET  |  FRIDAY, 11 FEB 2022
Good news on the required disclosure front Read more
Retirement
Aaron Minney
AARON MINNEY  |  FRIDAY, 18 FEB 2022
Generating the income for retirement from accumulated savings is a challenge that comes with additional risks to the retiree. Read more
Insurance
Alex Koodrin
ALEX KOODRIN  |  FRIDAY, 4 MAR 2022
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
Administration & Management
Cynthia Voon
CYNTHIA VOON  |  FRIDAY, 11 MAR 2022
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
Meirine Giggins
SARKIS TEPELI , MEIRINE GIGGINS  |  FRIDAY, 29 APR 2022
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
SMSFs
Tim Miller
TIM MILLER  |  FRIDAY, 18 MAR 2022
Every member of an SMSF is required to be a trustee or a director of a corporate trustee. Read more