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


Super funds asked to model early release impact KANIKA SOOD \| 12:44PM APRA has asked superannuation funds to submit their in-house modelling on the magnitude of impact they are expecting from the Federal Government's special allowance for early release from superannuation.	Chant West sale hits roadblock KANIKA SOOD \| 12:38PM Zenith Investment Partners wants to reverse out of its planned $12 million purchase of Chant West's superannuation business, saying the latter has been materially affected since February, but Chant West is digging its heels in.

Statewide revises down investment objectives, ups fees ELIZABETH MCARTHUR \| 12:36PM The $10 billion industry superannuation fund has issued a notice to members detailing changes to investment fees, admin fees, insurance premiums and investment objectives.	Super funds' dirty, poor performing stocks revealed ELIZABETH MCARTHUR \| 12:30PM New research has revealed the 22 ASX 300 companies - many of which super funds have exposure to - that are polluters and haven't performed well this year.

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Cover Story

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Between the lines

JO-ANNE BLOCH
HEAD OF INDUSTRY AND PUBLIC SECTOR FUNDS
MERCER (AUSTRALIA) PTY LTD

So far, Jo-Anne Bloch's career has seen her spend time across each of super's thickly drawn lines. After speaking to the Mercer head of industry and public sector, Harrison Worley writes about the value of the lessons learned between each one.

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Expert Feed

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Jason Ross Head of Superannuation Research Rainmaker Information	Brook Carter Consultant Australian Unity	Matthew Baldwin Managing Director APAC Financial Risk Solutions	Seth Weingram Senior Vice President, Director of Client Advisory Acadian Asset Management Inc.
Hindsight is 2020	Happy New Year super funds... maybe	The true cost of old fund admin technology	A new approach to value investing
Back in the 80s and 90s a hot topic was the hole in the ozone layer. As the hole was above Australia, we suffered due to the actions of other nations.	As we start a new year, it feels like a good time to break out the crystal ball and have a think about what may happen over the next year in the financial ...	Around the world governments are swiftly forging ahead with mandatory pension provisions, moving much of the cost of old age off the state balance sheet.	Value investing is implemented in myriad ways that generate materially different investment outcomes. Nevertheless, media and practitioner discussions ...
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