Administration & Management
CHRIS CORNEIL | 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
CAMERON O'SULLIVAN | 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. This paper explains the risk of such an appro ... Read more
RICK DI MASCIO | 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, and follows on from previous Inalytics reasearch ... Read more
DEBORAH WIXTED | 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 key drivers of SMSF estate planning in the coming ... Read more
BRETT MACGILLIVRAY | 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 products specialising in the sector? How can effective ... Read more
GRAHAM HARMAN | 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 management control, verus which are not; as well ... Read more
MARK RATCLIFF | 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 property within a SMSF. Read more
JON DE FRIES | 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 to ownership, asset and revenue protection. Read more
The super fund has expanded an existing mandate with Calvert to include a carbon reduction tilt that will cover its entire Australian equity portfolio.
New analysis by Rainmaker Information has identified 32 superannuation funds as leaders on ESG principles and strong investment performance.
The industry fund has reduced asset-based administration fees across Rest Super, Rest Corporate and Rest Pension, saying its total fees are now at least 25% less than the industry average.
As we celebrate the 30th birthday of the Superannuation Guarantee, the new financial year brings with it plenty of changes to super. Here's what you need to know.
CHIEF EXECUTIVE OFFICER
CHIEF EXECUTIVE OFFICER
Heading one of the country's largest sustainable investors wasn't something Peter Chun ever envisioned for himself, but that's just a bonus of taking on the role he describes as a perfect fit - chief executive of UniSuper. Jamie Williamson writes.
The new Labor Government will be a strong supporter of superannuation. In fact, the Prime Minister in his election night comments mentioned his government's ...
Emerging market debt has had a tough 2022 so far but the market is reaching an inflection point. Much of the bad news is in the past and yields are beginning ...
Superannuation's structural tailwinds of the past 30 years are morphing into headwinds and traditional diversification is challenged. (As an industry) ...
Attention has recently been given to the addition of non-traditional investments such as bitcoin in SMSF portfolios. Before doing so, SMSF trustees should ...