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. This note examines how lifecyle investing ... 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. In ... 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 ... This ... 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 A survey by The Financial Services Council and DST Global Solutions on superannuation ... 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 ... Advisers ... 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 ... Rick ... 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 ... This ... 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 ... This ... Read more

Latest News


Industry super satisfaction continues HARRISON WORLEY Industry superannuation funds continue to dominate satisfaction within the super sector with the retail sector continuing to be weighed down by Royal Commission fallout.	Super funds recognised in UNPRI awards KRISTI CHENG A number of Australian superannuation funds have been recognised for their responsible investing efforts by the UNPRI.

Statewide still keen on mergers KANIKA SOOD All options are on the table at Statewide Super, including looking at potential retail fund partners, but three-way mergers are too much execution risk, according to chief financial and operating officer Grant Eastwood.	Time to reset member return expectations? HARRISON WORLEY Research house Rice Warner has openly questioned whether superannuation funds should begin resetting the return expectations of members.

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William Blair | Alpha starts with curiosity

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2018 Rainmaker SelectingSuper Awards

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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 Mills Oakley Lawyers Pty Limited	Travis Dickinson Senior Consultant Willis Towers Watson	Grant Suttie Head of Service Delivery, Alternative Investment Services, Asia Pacific BNY Mellon Investment Management Australia	Bill Glover Partner Holding Redlich
The Protecting Your Super package fee and costs caps for low-balance members	Introducing a CGT pension bonus scheme	Hedge fund managers: Start thinking like a mutual fund	Banking Royal Commission: Managed investment funds under the spotlight
The Treasury Laws Amendment (Protecting Your Superannuation Package) Bill 2018 (Bill) passed both houses of Parliament on the 18th of February and now ...	When an active or retained member of your fund transfers to an account-based pension, unrealised capital gains tax (CGT) provisions are released, creating ...	The hedge fund industry has evolved from its heady beginnings, when a few elite managers went unquestioned as long as they delivered superior returns.	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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SEP

25-26

ORM 2019: Investment Operations Risk Management Forum

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OCT

Best Practice Series: Retirement Income Forum

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27-29

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SEP

Challenger Financial Standard Technical Services Forum

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OCT

14-15

NIBA Convention

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