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

Latest News


Super funds don't vote together: ACSI ELIZABETH MCARTHUR \| 12:52PM The House of Representatives committee looking into common ownership of ASX companies has continued this week, with the super industry hitting back at suggestions that funds act in unison.	APRA to mandate independent certifications KARREN VERGARA Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission.

New super fund prepares for launch ELIZABETH MCARTHUR Tomorrow Super is readying itself for a $5 million pre-IPO funding round, with the promise of a financial adviser friendly superannuation solution.	AMP reduces super fees JAMIE WILLIAMSON Members of AMP's super products will see savings across both administration and investment fees from October, with some set to make significant savings.

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Redesigning the game

ANDREW MOORE
CHIEF EXECUTIVE OFFICER
SPACESHIP VOYAGER

Andrew Moore leads one of the more successful superannuation challengers. He talks to Kanika Sood about growth opportunities ahead for Spaceship.

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Expert Feed

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Simon Mawhinney Managing Director and Chief Investment Officer Allan Gray Australia	Scott Bennett Head of Quantitative Research and Client Solutions Australasia Northern Trust	Clayton Sills Principal Mercer Investment Consulting	Alex Dunnin Executive Director, Research & Compliance Financial Standard
The great reweightings	Meeting net zero emissions as a super fund	Lifecycle funds enable super members to have their cake and eat it, too	The performance test that isn't is here, now what?
On 11 May this year, MSCI Inc., a global provider and creator of indices, announced the outcome of its semi- annual MSCI Equity Indexes Review. Through ...	Over the past 15 years we have seen an evolution in the expectations of superannuation funds. With their long investment horizons, they have started to ...	Volatility and uncertainty are the new norm in financial markets. We've had three "once in a lifetime" market crises in 25 years: the dot-com ...	Well, it's finally here. The day of the APRA super fund performance test has arrived. But whatever you, me or anyone thinks of it, it's time we ...
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