Investment  NASTASJA SUHADOLNIK , CARA NORTH , CAITLYN GEORGESON , MADELYN ATTWOOD | FRIDAY, 11 NOV 2022 When investing internationally, individuals and corporations enjoy protections under investment treaties in force between the state of their nationality and the state in which they invest- the Host State. That protection usually extends to investment ... Read more  ANDREW KEMP , IAIN MCMAHON | FRIDAY, 2 JUN 2023 This paper outlines alternatives for setting the mix of foreign currency exposure, namely, targeting foreign currency exposures implemented via individual currency pair hedge ratios rather than setting the hedge based on a basket, which is then pro-rata ... Read more  OLIVER TAYLOR , JOVEN LEE | FRIDAY, 7 JUL 2023 This paper discusses how commodities can be included in a strategic asset allocation (SAA) as we enter an environment not seen in over 30 years. Read more  MATT LAWTON | FRIDAY, 18 AUG 2023 In the world of impact investing, additionality helps to generate positive outcomes that may not otherwise occur without the value of engagement or capital investment. Read more  SIMON GRESHAM | FRIDAY, 8 SEP 2023 The financial disclosure 'Past performance is not indicative of future performance' may be more pertinent now than it has been in years. That is because the economic landscape continues to change due to a range of monetary and demographic factors that ... Read more  ASIA MARKETING | FRIDAY, 29 SEP 2023 One of the fundamental features of biodiversity is that it reaches into every part of our lives - and that means the impacts of biodiversity loss are felt across investment portfolios too Read more SMSFs  GRAEME COLLEY | FRIDAY, 18 NOV 2022 This paper covers the role trustees play in paying superannuation death benefits on a member's death. Read more GRAEME COLLEY | FRIDAY, 26 MAY 2023 One of the main reasons to have a self-managed superannuation fund (SMSF) is the flexibility it provides with investments. Read more  HAYLEY CONDON | FRIDAY, 11 AUG 2023 Growing risks in trustee discretion and conflicts of interest are continuously seen for self-managed superannuation funds (SMSFs) and estate dispute trends, with advisers needing to become increasingly wary of changing litigation risks to protect assets ... Read more Administration & Management  GEOFF SANDERS , SIMON SHERWOOD , EMMA DELLA POSTA , CLODAGH HUSSEIN | FRIDAY, 25 NOV 2022 Court finds that secret commission offence provisions do not apply. Read more  NIKI SHORT , SCOTT CHARANEKA | FRIDAY, 1 SEP 2023 Across the Australian superannuation industry, the widespread consolidation of smaller superannuation funds is expected. These mergers are unlike other run-of-the-mill mergers as they require specialised knowledge and experience. Read more Compliance  IAN NEWBERT | FRIDAY, 9 JUN 2023 As is the case at the commencement of each financial year, 1 July 2024 brings the indexation of some superannuation caps and thresholds along with the implementation of several other legislated changes to superannuation. Read more Taxation & Estate Planning  LETTY CHEN | FRIDAY, 16 JUN 2023 On 28 February 2023, the federal government (government) announced that it would reduce the superannuation tax concessions available to individuals whose total superannuation balance (TSB) exceeds $3 million, from 1 July 2025. Read more Retirement  MELINDA HOWES , MICHAEL DERMODY | FRIDAY, 14 JUL 2023 While you may think that change to Australia's retirement income system will continue to be sporadic, with new product momentum slow to build, KPMG expects 2023 to be an inflection point for retirement incomes and has identified seven drivers that will ... Read more  RUDY HADDAD | FRIDAY, 4 AUG 2023 This paper identifies types of concessional contributions, outlines some of the associated tips and traps, explains how the carry-forward provisions work and combines these learnings into four case studies. Read more Communications & Marketing  ANTHONY ASHER | FRIDAY, 21 JUL 2023 As part of a current UNSW project researching the obstacles to the introduction of lifetime income streams faced by superannuation trustees, some interviewees have raised the legal restrictions on communicating with members. Read more Technology  JESSICA CAIRNS | FRIDAY, 28 JUL 2023 Alphinity partnered with the Commonwealth Scientific and Industrial Research organisation (CSIRO), Australia's premier national scientific research agency, to develop a Responsible AI (R-AI) framework for investors that will be published in a joint ... Read more |
Latest News
Older Australians drive majority of super complaints: ASIC
Older Australians between the ages of 55 to 75 accounted for half of the internal complaints made to super funds in 2025, according to ASIC's Internal Dispute Resolution (IDR) data dashboard.
Almost half of Aussies not making voluntary super contributions
Almost half of Australians have never made an additional contribution to their superannuation potentially missing out on a significant opportunity to boost their retirement savings according to new research from Vanguard Australia.
ART to employ more First Nations members into its workforce
Australian Retirement Trust has launched its second Innovate Reconciliation Action Plan, highlighting initiatives the super fund will complete by the end of 2028, including setting up a First Nations workforce target.
US and Aussie shares 'incredibly divergent': UniSuper
The artificial intelligence (AI) investment boom continued to drive US equity markets higher in May, while Australian shares delivered comparatively modest gains amid weaker earnings outlooks and pressure on the banking sector, according to UniSuper head of fixed interest David Colosimo.
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Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
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