Communications & Marketing  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 | 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  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 | 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 , 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 | 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 | 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 | 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  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 , 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 | 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 | 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 , 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 | FRIDAY, 21 OCT 2022 Superannuation trustees have long outsourced services, such as administration and investment management functions, to external providers. Read more |
Latest News
Retirement phase of superannuation consultation opens
|Treasury is seeking feedback on how the inherently complex retirement phase of superannuation can be improved to match the success of the accumulation phase.
Payday super protects most vulnerable: SMC
|New modelling by the Super Members Council (SMC) reveals payday super could add up to $36,000 to the retirement balance of workers in the lowest 20% of wage earners.
Changing retirement landscape needs regulatory framework: Actuaries Institute
|The government has been encouraged to create a regulatory framework that empowers superannuation trustees to offer members targeted help, guidance, and advice (HGA) on issues outlined in the Retirement Income Review (RIC).
SMSF Association, CA ANZ rally against super tax changes
The SMSF Association and Chartered Accounts ANZ (CA ANZ) have urgently called for the rejection of a newly proposed bill that would double tax on many Australians superannuation earnings.
Cover Story
A fresh start
JONATHAN ARMITAGE
CHIEF INVESTMENT OFFICER
COLONIAL FIRST STATE INVESTMENTS LIMITED
CHIEF INVESTMENT OFFICER
COLONIAL FIRST STATE INVESTMENTS LIMITED
Colonial First State chief investment officer Jonathan Armitage has a clear-eyed focus on positioning the fund manager as the first choice for retirement and investment savings. Anchoring this ambition is a commitment to delivering stellar investment outcomes, a tenet that's served as his career North Star. Andrew McKean writes.
Expert Feed
Lessons from "Madoff: The Monster of Wall Street"
Netflix's series "Madoff: The Monster of Wall Street" was confronting summer viewing - the harrowing stories of investors losing everything.
What Australians did with their super when COVID struck
Commonwealth Bank data shows the Australians who withdrew super spent more, but paid down their debt.
Equities: Why it's too early for investors to relax
This
year
has
been
that
rarest
of
things,
one
that
has
been
bad
for
both
equities
and
bonds,
with
stocks
likely
to
post
their
worst
calendar
year
since ...
2023's investor reality check
The latest ASX Australian Investor Study has just been released and the survey of 5,500 Australian adults is a terrific investment market reality check.
