Investment  NATASJA 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
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.
