FS Super - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


First State Super, VicSuper merger talks progress JAMIE WILLIAMSON \| 8:27AM First State Super and VicSuper have now signed a Binding Heads of Agreement to merge, with leadership roles and a 2020 deadline confirmed.	Super body opposes member interests bill HARRISON WORLEY The Government's move to reintroduce its member interests superannuation reforms continues to rile pockets of the super sector.

New Zealand retirement system under review HARRISON WORLEY New Zealand's retirement income system is under review, determined to measure the impact of shifting labour forces and declining home ownership.	Corporate fund updates members on fee changes KARREN VERGARA A $12 billion corporate super fund has achieved lower investment and transaction fees for its members for the 2019 financial year.

Videos

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Get it Weekly

Read the latest news and white papers. Get the FS Super Weekly Newsletter.

Cover Story

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Closing the gap

MELINDA HOWES
GENERAL MANAGER, SUPERANNUATION
BT FINANCIAL GROUP

After a period of hiatus, Melinda Howes returned to BT Financial Group as general manager of superannuation having realised her passion for super and the difference she can make in members' lives. Karren Vergara writes.

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Expert Feed

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Luke Hooper

Special Counsel

FS Super

The Protecting Your Super package fee and costs caps for low-balance members

The Treasury Laws Amendment (Protecting Your Superannuation Package) Bill 2018 (Bill) passed both houses of Parliament on the 18th of February and now ...

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Travis Dickinson

Senior Consultant

FS Super

Introducing a CGT pension bonus scheme

When an active or retained member of your fund transfers to an account-based pension, unrealised capital gains tax (CGT) provisions are released, creating ...

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Grant Suttie

Head of Service Delivery, Alternative Investment Services, Asia Pacific

FS Super

Hedge fund managers: Start thinking like a mutual fund

The hedge fund industry has evolved from its heady beginnings, when a few elite managers went unquestioned as long as they delivered superior returns.

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Bill Glover

Partner

FS Super

Banking Royal Commission: Managed investment funds under the spotlight

The banking Royal Commission focused on misconduct by banks, insurance companies, mortgage brokers and superannuation trustees. However, anyone who is ...

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Industry Events

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AUG

28-30

united. AFA Conference 19

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SEP

Best Practice Series: Managed Accounts Forum

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OCT

Best Practice Series: Retirement Income Forum

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NOV

27-29

FPA Professional Congress returns to Melbourne

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JUL

Advisers Big Day Out Bendigo

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Your Opinion

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Grattan estimates it will cost middle Australians $30,000 over their lifetime when the Superannuation Guarantee increases to 12%. Do you agree with its modelling?

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