Investment  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 | 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 | 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  STEPSTONE GROUP | FRIDAY, 27 JUN 2025 As a less mature private market sector, infrastructure has not always been a major part of the secondaries conversation; however, this is changing. Read more Compliance  ROBYN FERGUSON , NICOLE RADICE , OLIVIA WILLIAMSON , LILY ROBINSON | SUNDAY, 24 NOV 2024 Preparing for Australia's upcoming disclosure requirements. Read more  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 | FRIDAY, 7 FEB 2025 It pays to understand super trustees' obligations when it comes to advice fees. Read more  MICHAEL VRISAKIS | FRIDAY, 2 MAY 2025 This paper has been prepared to assist trustees to navigate their duties and obligations when paying out advice fees from the superannuation fund. Read more  ANGELA WOOD , AMANDA LYRAS , ELIZABETH SMITH , JOSH HACKFATH , ALESSIO SILVESTRO | FRIDAY, 30 MAY 2025 Employers must be aware of the new Payday Super obligations and ensure their payroll administration systems are ready, or risk significant penalties. Read more  RAINMAKER INFORMATION | TUESDAY, 10 JUN 2025 Keeping ahead of an ever-changing superannuation environment. Read more SMSFs  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 | 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 | 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 | THURSDAY, 17 APR 2025 The distinction between wholesale and retail clients is a fundamental part of the financial services regulatory system. Read more  DANIEL BUTLER , WILLIAM FETTES , CASSANDRA HURLEY | FRIDAY, 9 MAY 2025 There can be significant advantages to making a voluntary disclosure including the potential to rectify and minimise penalties and other adverse consequences. Read more Ethics & Governance  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 | FRIDAY, 14 MAR 2025 Is an independent director requirement necessary to uplift trustee expenditure governance? Read more  STEPHEN HOWELL | FRIDAY, 4 JUL 2025 The boards of superannuation funds need to be 'gap-free' in the skills and competencies required of directors in the continually demanding area of supervision. Read more Retirement  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  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  CLIVE FERNANDES | SUNDAY, 22 JUN 2025 From legacy to leadership through adoption of smart technologies. Read more Insurance  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 | 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  MANSI DESAI | SUNDAY, 15 JUN 2025 This paper outlines the process to meet the PI condition of release and the tips, traps and pitfalls when helping your clients decide how they access their benefits. Read more Communications & Marketing  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  DUNCAN MCPHERSON | FRIDAY, 23 MAY 2025 How super funds can strengthen member trust through effective communication. Read more Taxation & Estate Planning 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 | THURSDAY, 24 APR 2025 Benefits, risks and key steps when terminating legacy pensions. Read more  STUART DALL , LEO GOUZENFITER | FRIDAY, 16 MAY 2025 Taxpayers should be aware that although GIC or SIC can be calculated to accrue over a period of time, in many instances it is considered to be incurred on a single day. Read more |
Latest News
Mercer SmartPath returns exceed 12%
Mercer Super Trust's default lifecycle option made more than 12% p.a. for the 2025 financial year for members aged between 18 and 52.
Future Group reveals super fund returns, fee changes
Future Group has revealed the returns for smartMonday, GuildSuper and Child Care Super while also announcing a fee reduction.
AustralianSuper's MySuper option returns 9.5%
AustralianSuper's MySuper option delivered 9.5% p.a. for members in the 2025 financial year, slightly trailing behind its peers.
Cbus, Rest deliver 'strong' returns amid heightened volatility
Cbus and Rest have reported their results for the financial year ending June 30, sharing common themes in success from both domestic and global investments.
Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
Expert Feed
Thinking fixed income? It's time to drop the home bias
Australian investors continue to reveal a strong home bias to Australian rates and credit assets.
Forewarned is forearmed: The quixotic challenge of today's equity markets
Like Don Ǫuixote, today's markets are driven by powerful narratives, and there is value in stepping back to examine what's actually hiding in plain sight.
Energy as a weapon: The critical case for energy transition
Market noise would have us believe we're at the end of the road for the energy transition and the push to decarbonise - not just in the US, but even in ...
Elevating your emerging markets game plan
Do emerging markets still belong in a modern investment strategy? If so, how do we appropriately weight emerging markets exposure?
