Volume 8 Number 2

Volume 8 Issue 2

Administration & Management

KERRIE WILLIAMS , SARAH CORNELIUS | Comments | FRIDAY, 15 APR 2016

Insourcing has the potential to reduce costs, increase control by the fund and, through this, seeks to provide a better overall outcome for fund members or beneficiaries. It sounds like the obvious next ... Insourcing ... Read more

$1.6M balance cap: more tax on death benefits

DANIEL BUTLER | Comments | FRIDAY, 15 APR 2016

The proposed $1.6 million superannuation balance cap will, if introduced, result in substantial changes from 1 July 2017 and is likely to generate significantly more tax on the payment of death benefits. The ... Read more

Helping asset managers navigate the data sea

PETER CHERECWICH | Comments | FRIDAY, 15 APR 2016

A new global study, conducted by The Economist Intelligence Unit (EIU) and sponsored by Northern Trust, sheds light on how asset managers are dealing with the increasing volume of data they face. In ... Read more

A Federal Court case on civil penalties

BRYCE FIGOT , WILLIAM FETTES | Comments | THURSDAY, 29 OCT 2015

A new Federal Court case underscores the continuing relevance of pecuniary penalties under the civil penalties regime to the Australian Tax Office's (ATO) enforcement toolkit. Facts of the case The ... A ... Read more

Retirement

Australia today: Are we worried about the future?

ANDREW HAGGER | Comments | FRIDAY, 15 APR 2016

MLC commissioned IPSOS to prepare a three-part whitepaper to explore the challenge of how to get more Australians to think about their retirement. More than 2000 Australians participated in the research ... MLC ... Read more

The cost of diversification

MICHAEL ARMITAGE , WADE MATTERSON | Comments | FRIDAY, 15 APR 2016

Typical Australian 60/40 balanced portfolios experienced losses of 20% or more at the nadir of the crisis, destroying retirement income expectations, especially for those who succumbed to poor investor ... Typical ... Read more

Roadmap for a new landscape: managing the transition of wealth across generations

SPDR PRACTICE MANAGEMENT, STATE STREET GLOBAL ADVISORS | Comments | FRIDAY, 15 APR 2016

Financial advisers today face what is perhaps their most significant challenge yet: helping clients to move from inertia to activity in planning for the transfer of their wealth - while ensuring asset ... Financial ... Read more

Searching for retirement income solutions

ALEX BURKE | Comments | FRIDAY, 15 APR 2016

Greater scrutiny on retirement income was a cornerstone of the Financial System Inquiry, and the different theories about how to solve the issue have divided institutions, advisers and researchers. Alex ... Greater ... Read more

Cover Story

Economic edge

BRIAN PARKER | Comments | FRIDAY, 15 APR 2016

Albeit unfair, economists have a reputation for being as dull as all get out. Sunsuper chief economist Brian Parker believes this large generalisation is simply not true. An avid public speaker in a ... Read more

Investment

The rise of the millenials

AMANDA YOUNG | Comments | FRIDAY, 15 APR 2016

The investment management and pension industries must adapt to capture this next generation of investors. This will include creating products that reflect the Millennials' attitudes and beliefs, as well ... The ... Read more

Under the spotlight: How much does it cost to trade equities?

RAEWYN WILLIAMS | Comments | THURSDAY, 29 OCT 2015

The 'bread and butter' investment activity of any large superannuation fund is the day-to-day trading that occurs within its equity portfolios. Ask a typical fund about its trading and the fund's ... The ... Read more

Latest News


AMP shamed by CHOICE ELIZA BAVIN CHOICE has awarded AMP a Shonky for its "grossly underperforming" superannuation division, highlighting the AMP Retirement Trust and Super Savings Trust products.	Industry fund implements fee changes JAMIE WILLIAMSON A $16 billion industry superannuation fund has made a raft of changes to the fees paid by its members.

State Super to sponsor retirement income research HARRISON WORLEY Celebrating its 100-year anniversary, the $44 billion superannuation fund will award scholarships for research into improving future retirement incomes.	QMV kicks off legal practice, appoints lead KANIKA SOOD QMV is kicking off a new legal business aimed at future needs of superannuation trustees and has picked a former UniSuper lead as its managing partner.

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A dignified legacy

GREGORY CANTOR
CHIEF EXECUTIVE OFFICER
AUSTRALIAN CATHOLIC SUPERANNUATION AND RETIREMENT FUND

Dignity is important for Greg Cantor. It underpins who he is, and it's what he has strived for 30 years to provide fund members each and every day. Harrison Worley 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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