Volume 4, Issue 2

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