Volume 16, Issue 1

Investment
Renee Grogan
RENEE GROGAN  |  SUNDAY, 17 NOV 2024
Natural capital is the world's stock of renewable and non-renewable natural resources, such as soils, air, water and living organisms. The opportunity to achieve whole of portfolio positive natural capital impact, while improving risk adjusted returns ... Read more
World Gold Council
WORLD GOLD COUNCIL  |  FRIDAY, 13 DEC 2024
While gold's contribution to managing portfolio risk is well established, supported by a large body of work devoted to its hedging characteristics, its contribution to portfolio return is not. Read more
Cameron Gleeson
CAMERON GLEESON  |  FRIDAY, 21 MAR 2025
Long gone are the days of parity between the AUD and the USD, but that trend may not continue and investors should consider their options for mitigating the risks of currency fluctuations. Read more
Compliance
Lily Robinson
ROBYN FERGUSON , NICOLE RADICE , OLIVIA WILLIAMSON , LILY ROBINSON  |  SUNDAY, 24 NOV 2024
Preparing for Australia's upcoming disclosure requirements. Read more
Michael Hallinan
MICHAEL HALLINAN  |  FRIDAY, 31 JAN 2025
Without fanfare or prior notice, the government has initiated legacy pension reform. This means that the five year commutation window has now commenced. Read more
Samantha Hills
SAMANTHA HILLS  |  FRIDAY, 7 FEB 2025
It pays to understand super trustees' obligations when it comes to advice fees. Read more
SMSFs
Betashares
BETASHARES  |  FRIDAY, 29 NOV 2024
This paper provides a step-by-step approach to crafting an SMSF investment strategy that uses ETFs as a means to achieve one's retirement goals. Additionally, it will delve into crucial aspects such as risk profiling, insurance considerations, and other ... Read more
Shelley Banton
SHELLEY BANTON  |  FRIDAY, 17 JAN 2025
Property investment within SMSFs remains a popular strategy for building retirement wealth, but compliance requires a comprehensive approach. Read more
Christopher Overton
CHRISTOPHER OVERTON  |  FRIDAY, 28 MAR 2025
While superannuation laws do not prohibit an SMSF from providing host services to the public, there are a number of considerations one must take into account. Read more
David Court
DAVID COURT  |  THURSDAY, 17 APR 2025
The distinction between wholesale and retail clients is a fundamental part of the financial services regulatory system. Read more
Ethics & Governance
Michelle Levy
MICHELLE LEVY , SIMUN SOLJO  |  FRIDAY, 6 DEC 2024
This paper will highlight what APRA plans to do over the coming 12 months through surveillance and enforcement action and areas of its likely focus, and then set out practical steps trustees can take now to prepare for increased scrutiny and possible ... Read more
Jack Allen
JACK ALLEN  |  FRIDAY, 14 MAR 2025
Is an independent director requirement necessary to uplift trustee expenditure governance? Read more
Retirement
Leon Stavrou
MARK AUSTIN , LEON STAVROU , TOM LAUER  |  FRIDAY, 14 FEB 2025
In the move from a defined benefit retirement model to a defined contribution model, the question remains: Will employees have enough money to afford retirement? Read more
Technology
Antony Marsden
MICHELLE DUNSTAN , ALISON PORTER , SARAH DE LAGARDE , ANTONY MARSDEN  |  FRIDAY, 21 FEB 2025
Generative AI has the potential to transform a broad range of industries - underscoring the critical need for responsible deployment amid challenges and risks. Read more
Insurance
Actuaries Institute Australia
ACTUARIES INSTITUTE AUSTRALIA  |  FRIDAY, 28 FEB 2025
This paper summarises the YFYS activity over the past three years, including implementation, government and industry response, and early observations. Read more
Actuaries Institute Australia
ACTUARIES INSTITUTE AUSTRALIA  |  FRIDAY, 4 APR 2025
While IP offsets assist with ensuring cover is sustainable, they also pose potential challenges for superannuation funds and their members. Read more
Communications & Marketing
Mary Payne
MARY PAYNE , LACHLAN ALLARDICE , DAN RENOUX  |  FRIDAY, 7 MAR 2025
These eight themes will have significant influence on the superannuation fund industry over the year ahead, including the undeniable importance of a modern technology infrastructure. Read more
Taxation & Estate Planning
Shelley Banton
SHELLEY BANTON  |  FRIDAY, 11 APR 2025
Strict rules apply to making personal deductible contributions and adherence to them is crucial as the ATO has no related discretionary powers. Read more
Michael Hallinan
MICHAEL HALLINAN  |  THURSDAY, 24 APR 2025
Benefits, risks and key steps when terminating legacy pensions. Read more