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

JON 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

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

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

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


EU to offer cross-border pension scheme KARREN VERGARA The European Union is closer to establishing a cross-border pension scheme that operates under one jurisdiction and ultimately gives consumers more choice.	Pre-retirees fear longevity risk: AustralianSuper JAMIE WILLIAMSON AustralianSuper is launching a retirement confidence index it says will shine a light on how the superannuation system can reduce anxiety among pre-retirees.

Financial services employees face ongoing stress at work HARRISON WORLEY Latest research from SuperFriend shows about half of financial services employees face ongoing stress at work.	Raiz close to super product launch KARREN VERGARA Micro-investing platform Raiz has completed the beta testing phase of its superannuation product, which boasts charging some of the lowest fees in the market for balances of $50,000.

Videos

Brought to you by

OneCare: Better covers, efficiencies and support

AIA: How advisers can improve their claims service

2017 Rainmaker SelectingSuper Awards

MORE VIDEOS ►

Get it Weekly

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

Cover Story

MORE STORIES ►

Close to home

CON MICHALAKIS
CHIEF INVESTMENT OFFICER
STATEWIDE SUPERANNUATION TRUST

Con Michalakis left a flourishing career in New York to return to his hometown of Adelaide. This move proved rewarding for Statewide Super, which has been gathering accolades - under his helm as chief investment officer - ever since. Karren Vergara writes.

READ MORE ►

Expert Feed

MORE EXPERT FEEDS ►

Shelley Banton

Executive General Manager, Technical Services

FS Super

Why cryptocurrency is SMSF kryptonite

As SMSF trustees start to chase higher returns in a low-interest rate economy, interest in investing in cryptocurrencies such as Bitcoin (BTC) is on the ...

READ MORE ►

Meg Heffron

Head of SMSF Technical & Education Services

FS Super

Death and transfer balance cap reporting

A question that has already come up in our practice several times relates to clients who died before 1 July 2017. In particular, if the deceased had a ...

READ MORE ►

John Dyall

Head of Investment Research

FS Super

Mix up property with infrastructure to make it real

It's no secret Australians have a fascination with property, and not just residential property. REITs (or Real Estate Investment Trusts) were first developed ...

READ MORE ►

Stephen Fay

Director of Data and Head of Superannuation Research

FS Super

Pursuing responsible super investment

For the superannuation member that cares about ethical or responsible investing, is it better to choose a fund with a responsible investment strategy perhaps ...

READ MORE ►

Industry Events

MORE INDUSTRY EVENTS ►

JUL

Advisers Big Day Out - Sunshine Coast

►

JUL

Advisers Big Day Out - Gold Coast

►

JUL

Advisers Big Day Out - Bendigo

►

JUL

Advisers Big Day Out - Geelong

►

AUG

Advisers Big Day Out - Newcastle

►

Your Opinion

MORE POLLS ►

The Royal Commission will grill super funds on:

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.

OTHER PUBLICATIONS

FS Advice

The Australian Journal of Financial Planning.

MORE INFO ►

OTHER PUBLICATIONS

FS Super

The Journal of Superannuation Management.

MORE INFO ►

OTHER PUBLICATIONS

FS Private Wealth

The Journal of Family Office Investment.

MORE INFO ►

OTHER PUBLICATIONS

FS Managed Accounts

The Journal for Managed Account Professionals.

MORE INFO ►

Get the free iPad app

Download the Financial Standard iPad app for FREE.

DOWNLOAD

► AFSL Support Services	► Research Houses

► Cash Flow Financing	► 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