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. Read more

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 step, particularly for funds with scale. However ... Read more

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 September 2015, the EIU surveyed 201 asset and insurance ... Read more

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. DBA Lawyers' director Daniel Butler provides ... Read more

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 response will capture attributes like its ... Read more

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 as reappraising the nature of investments and ... Read more

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, which aims to provide a look at attitudes and ... Read more

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 behaviour and sold assets under duress. Read more

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 continuity within the advisory practice when the ... Read more

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 Burke investigates whether there's a way to ... Read more

Albeit unfair, economists have a reputation for being as dull as all get out. Read more