Volume 14, Issue 3

Communications & Marketing
Ethan Howard
ETHAN HOWARD  |  FRIDAY, 29 JUL 2022
In Australia, superannuation is important and the decision to invest with the right fund is important. Read more
Investment
Damien Hennessy
DAMIEN HENNESSY  |  FRIDAY, 5 AUG 2022
Multi-sector portfolio managers use a range of approaches and investment styles when managing and investing money and a portfolio's strategic asset allocation (SAA) is always a major focus. Read more
Ram Thirukkonda
SETH WEINGRAM , RAM THIRUKKONDA  |  FRIDAY, 2 SEP 2022
Russia's invasion of Ukraine ranks as one of the most significant and complex geopolitical events since World War II. As the war began, many emerging markets (EM) investors naturally were preoccupied with its immediate impact on their portfolios. Read more
Ian Newbert
IAN NEWBERT  |  THURSDAY, 27 OCT 2022
Workplace superannuation funds are funds that are available to employers, whether they are private sector companies, public sector agencies or government departments. Read more
Insurance
John O'Mahony
JOHN O'MAHONY , BEN LODEWIJKS  |  FRIDAY, 12 AUG 2022
Inclusion of additional member characteristics could improve value for money of policies. This paper comprises excerpts from Deloitte Access Economics paper The future of insurance through superannuation. Read more
Taxation & Estate Planning
John McIlroy
JOHN MCILROY  |  FRIDAY, 19 AUG 2022
A majority of individuals are unaware that their superannuation balances contain a taxable component and a tax-free component, and that the composition of these balances can have significant effects from an estate planning perspective. Read more
SMSFs
Philip La Greca
PHILIP LA GRECA  |  FRIDAY, 26 AUG 2022
If a tree falls in a forest and nobody hears it, did it really fall? or if a trustee makes a decision and does not write it down, did it really happen? Read more
Craig Leonard
CRAIG LEONARD  |  FRIDAY, 16 SEP 2022
With the property market cooling, the stock market dropping, 'crypto' imploding, and the Australian dollar losing ground against the US dollar, it is no surprise that people are looking elsewhere for some type of investment return to grow wealth. Read more
Ethics & Governance
Zein El Hassan
LISA BEATTY , ZEIN EL HASSAN , MY LINH PHAM  |  FRIDAY, 9 SEP 2022
This paper comprises excerpts from KPMG report Super Insights 2022: Key challenges and opportunities. Read more
Jonathan Steffanoni
JONATHAN STEFFANONI , JESSICA POMEROY  |  FRIDAY, 14 OCT 2022
The risks of greenwashing have never been so apparent for superannuation fund trustees. Read more
Jan Anton Van Zanten
JAN ANTON VAN ZANTEN  |  FRIDAY, 4 NOV 2022
This paper will compare Robeco's SDG score with traditional ESG ratings and explain why it can help investors create sustainable investing strategies that pursue positive impacts and avoid negative effects. Read more
Compliance
Sapna Goundan
SAPNA GOUNDAN  |  FRIDAY, 30 SEP 2022
No matter what the type of business, it is likely to deal with personal or sensitive information. As such, businesses need to consider their relevant privacy obligations. Read more
Richard Batten
RICHARD BATTEN , DONNA WORTHINGTON , IAN LOCKHART , MICHAEL LAWSON  |  FRIDAY, 7 OCT 2022
Many Australian financial services organisations report that they are struggling to meet increased regulatory burdens. Read more
Australian Prudential Regulation Authority
Superannuation trustees have long outsourced services, such as administration and investment management functions, to external providers. Read more