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 Investment 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 Insurance 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 |
Latest News
Mercer SmartPath returns exceed 12%
|Mercer Super Trust's default lifecycle option made more than 12% p.a. for the 2025 financial year for members aged between 18 and 52.
Future Group reveals super fund returns, fee changes
|Future Group has revealed the returns for smartMonday, GuildSuper and Child Care Super while also announcing a fee reduction.
AustralianSuper's MySuper option returns 9.5%
AustralianSuper's MySuper option delivered 9.5% p.a. for members in the 2025 financial year, slightly trailing behind its peers.
Cbus, Rest deliver 'strong' returns amid heightened volatility
Cbus and Rest have reported their results for the financial year ending June 30, sharing common themes in success from both domestic and global investments.
Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
Expert Feed
Thinking fixed income? It's time to drop the home bias
Australian investors continue to reveal a strong home bias to Australian rates and credit assets.
Forewarned is forearmed: The quixotic challenge of today's equity markets
Like Don Ǫuixote, today's markets are driven by powerful narratives, and there is value in stepping back to examine what's actually hiding in plain sight.
Energy as a weapon: The critical case for energy transition
Market noise would have us believe we're at the end of the road for the energy transition and the push to decarbonise - not just in the US, but even in ...
Elevating your emerging markets game plan
Do emerging markets still belong in a modern investment strategy? If so, how do we appropriately weight emerging markets exposure?
