Volume 4 Number 2

Volume 4 Issue 2

Administration & Management

Second generation lifecyle funds and MySuper: 10 things to consider

CHRIS CORNEIL | Comments | WEDNESDAY, 11 JUL 2012

This note examines how lifecyle investing has evolved over time and specifically explores its potential to enhance superannuation member outcomes in Australia. ... Read more

Past vs future in super statements: Focus on retirement, not last year

CAMERON O'SULLIVAN | Comments | WEDNESDAY, 11 JUL 2012

In the Australian superannuation industry, member contributions and benefit statements typically focus on the rear view mirror, emphasising past performance rather than looking at the road to retirement. ... Read more

Outcome oriented funds: the next generation of super

SARA HIGGINS , JOHN WILSON | Comments | WEDNESDAY, 11 JUL 2012

This research suggests that funds that target a retirement income replacement goal and are outcome-oriented are likely to be the next generation of funds. And more specifically, lifecycle strategies ... ... Read more

Superannuation account consolidation

Comments | WEDNESDAY, 11 JUL 2012

A survey by The Financial Services Council and DST Global Solutions on superannuation account consolidation ... Read more

Insurance

Insurance claims taxed - when and why

JONATHAN DE FRIES | Comments | WEDNESDAY, 11 JUL 2012

Advisers working in business insurance have a lot to consider; not only deductibility of premiums, but also the implications of capital gains tax. In this paper, Jon de Fries examines the issue in regards ... ... Read more

Investment

Running winners: Presenting evidence of skill

RICK DI MASCIO | Comments | WEDNESDAY, 11 JUL 2012

Rick Di Mascio investigates how effective fund managers run their winners, and demonstrates that it is a key characteristic of skillful managers. This is the first in a series of research papers on skill ... ... Read more

Latest SMSF estate planning trends and strategies

DEBORAH WIXTED | Comments | WEDNESDAY, 11 JUL 2012

With over half of all SMSF members aged 55 and over, and one-fifth aged 65 or over, it's more important than ever to plan for the succession of SMSF benefits. This paper will canvass some of the ... Read more

Residential property - an investment asset class ?

BRETT MACGILLIVRAY | Comments | WEDNESDAY, 11 JUL 2012

This paper will consider the size, scope and investment features of the residential property sector. What are the potential benefitsof investment in the sector? Why are there few, if any, investment ... Read more

Property in SMSFs - borrowing, development and everything in between

MARK RATCLIFF | Comments | WEDNESDAY, 11 JUL 2012

This paper explores the intricacies of borrowing within a self managed super fund, taking an in-depth look at limited recourse borrowing, acquirable assets and single acquirable assets and the use of ... ... Read more

Squeezing the lemon: Driving insurance profits in the new investment landscape

GRAHAM HARMAN | Comments | WEDNESDAY, 11 JUL 2012

This paper looks at ways to work your asset portfolio harder, clarifying the mechanisms by which developments in secuity markets can impact an insurance company; identifying which variables are within ... ... Read more

Latest News


Super funds don't vote together: ACSI ELIZABETH MCARTHUR \| 12:52PM The House of Representatives committee looking into common ownership of ASX companies has continued this week, with the super industry hitting back at suggestions that funds act in unison.	APRA to mandate independent certifications KARREN VERGARA Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission.

New super fund prepares for launch ELIZABETH MCARTHUR Tomorrow Super is readying itself for a $5 million pre-IPO funding round, with the promise of a financial adviser friendly superannuation solution.	AMP reduces super fees JAMIE WILLIAMSON Members of AMP's super products will see savings across both administration and investment fees from October, with some set to make significant savings.

Videos

Brought to you by

AXA IM | What to consider when developing a strategy for sustainable investing

The search for real yield

Sometimes, less is more

The value of a community when you're going solo

FS Aspire CPD - discover your professional potential

MORE VIDEOS ►

Cover Story

MORE STORIES ►

Redesigning the game

ANDREW MOORE
CHIEF EXECUTIVE OFFICER
SPACESHIP VOYAGER

Andrew Moore leads one of the more successful superannuation challengers. He talks to Kanika Sood about growth opportunities ahead for Spaceship.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►


Simon Mawhinney Managing Director and Chief Investment Officer Allan Gray Australia	Scott Bennett Head of Quantitative Research and Client Solutions Australasia Northern Trust	Clayton Sills Principal Mercer Investment Consulting	Alex Dunnin Executive Director, Research & Compliance Financial Standard
The great reweightings	Meeting net zero emissions as a super fund	Lifecycle funds enable super members to have their cake and eat it, too	The performance test that isn't is here, now what?
On 11 May this year, MSCI Inc., a global provider and creator of indices, announced the outcome of its semi- annual MSCI Equity Indexes Review. Through ...	Over the past 15 years we have seen an evolution in the expectations of superannuation funds. With their long investment horizons, they have started to ...	Volatility and uncertainty are the new norm in financial markets. We've had three "once in a lifetime" market crises in 25 years: the dot-com ...	Well, it's finally here. The day of the APRA super fund performance test has arrived. But whatever you, me or anyone thinks of it, it's time we ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

OCT

Best Practice Forum: ESG

►

OCT

Advisers Big Day Out - Hobart

►

OCT

Advisers Big Day Out - Bendigo

►

OCT

Advisers Big Day Out - Geelong

►

OCT

Advisers Big Day Out - Sunshine Coast

►

Your Opinion

MORE POLLS ►

Should APRA publish every super fund's YFYS performance test score?

Professional Subscription for $295
(inc GST) for 1 year.

Premium Subscription for $395
(inc GST) for 1 year.

Principal Subscription for $495
(inc GST) for 1 year.

ACCESS MORE CONTENT

FS Advice

15% off in September only.

MORE INFO ►

ACCESS MORE CONTENT

FS Super

15% off in September only.

MORE INFO ►

ACCESS MORE CONTENT

FS Private Wealth

15% off in September only.

MORE INFO ►

ACCESS MORE CONTENT

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Download the app

Premium subscribers can access even more content from Financial Standard.

► AFSL Support Services	► Research Services

► Contracts for Difference	► Retirement Products

► Education & Training	► Reverse Mortgages

► Industry Associations	► Stockbroking Services

► Investment Managers	► Structured Investments

► Managed Accounts	► Super Funds Personal

► Margin Lending	► Super Funds SMSF

► Online Brokers	► Super Funds Workplace

► Portfolio Services	► Technology Providers

► Recruitment Firms	► Third Party Marketing

► Research Houses