FS Super - Volume 8 Number 2

Volume 8 Issue 2

Administration & Management

$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 ... Read more

Navigating the insourcing trend

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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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. ... Read more

Latest News


ASIC targets misleading member communication KARREN VERGARA ASIC warned it may take action on superannuation funds that send misleading communication to members about inappropriate fees and insurance premiums.	Superannuation gender gap hits women early KARREN VERGARA A new study shows the gender retirement savings and pay gap is triggered as early as graduate employment and progressively worsens.

Super leaves retirees vulnerable: Research HARRISON WORLEY Older Australians are feeling the pressure of a retirement system geared towards superannuation, according to National Seniors Australia.	Industry funds eye SMSF market stronghold KARREN VERGARA Industry funds will shortly take the lead from SMSFs as the sector with the largest assets under management, new KPMG research predicts.

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Read the latest news and white papers. Get the FS Super Weekly Newsletter.

Cover Story

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Hall of fame

LAWRIE COX
INDEPENDENT DIRECTOR
AVSUPER FUND

Lawrie Cox has made extraordinary grassroots contributions beyond the superannuation and aviation industry. Karren Vergara writes why AvSuper's independent director holds a place in SelectingSuper's 2018 Hall of Fame.

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Expert Feed

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Luke Hooper

Special Counsel

FS Super

The Protecting Your Super package fee and costs caps for low-balance members

The Treasury Laws Amendment (Protecting Your Superannuation Package) Bill 2018 (Bill) passed both houses of Parliament on the 18th of February and now ...

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Travis Dickinson

Senior Consultant

FS Super

Introducing a CGT pension bonus scheme

When an active or retained member of your fund transfers to an account-based pension, unrealised capital gains tax (CGT) provisions are released, creating ...

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Grant Suttie

Head of Service Delivery, Alternative Investment Services, Asia Pacific

FS Super

Hedge fund managers: Start thinking like a mutual fund

The hedge fund industry has evolved from its heady beginnings, when a few elite managers went unquestioned as long as they delivered superior returns.

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Bill Glover

Partner

FS Super

Banking Royal Commission: Managed investment funds under the spotlight

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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MAY

Financial Standard Best Practice Forum - Exchange Traded Funds

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MAY

28-30

Compliance Culture, Regulation & Conduct Risk Forum

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MAY

30-31

Investment Data Management, Analytics & Technology Forum

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JUN

12-14

UNIT PRICING 2019 FORUM in Sydney

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JUN

MAX: Marketing Advertising and Sales Excellence Awards

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