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


New super fund targets millennials ELIZABETH MCARTHUR \| 12:27PM A newly launched sub-plan of Aracon Super has officially launched, marketed to millennials with a PDS revealing relatively high fees, expensive insurance and big ambitions.	Opt-out super to hit workers: ISA HARRISON WORLEY \| 12:09PM New Industry Super Australia research claims to show plans to make superannuation optional for low-income workers is nothing more than a tax grab.

ISA slams ANU research as SG debate rears its head again HARRISON WORLEY The peak body for industry superannuation has forcefully rebuked new research from the Australian National University which questions raising the superannuation guarantee to 12% as scheduled.	New super fund to launch ELIZABETH MCARTHUR A new superannuation fund is set to launch next week focused on sustainable investing.

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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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Liza Mcdonald Head of Responsible Investment First State Super Financial Services	Gerard Kerr Head of Life Insurance OnePath Australia	Andrew Lockhart Managing Partner Metrics Credit Partners	David Allen Head of Long/Short Strategies Plato Investment Management
Driving the climate conversation between investors and companies	Old at heart: The new financial priority	Why there's no place like home for fixed income	Defending Markowitz and optimising portfolio returns
According to the Responsible Investment Association of Australia (RIAA)1, responsible investing is reaching a tipping point, driven by rising consumer ...	The financial crisis was associated with mounting household debt around the world. Between 2008 and 2016, the median debt-to-GDP ratio in advanced economies ...	With Australia's superannuation assets currently totalling $2.9 trillion1, super funds have been shifting away from their previous home bias to a higher ...	In today's financial press, we are bombarded with information on individual investments, rarely is the focus on how to best combine these investments ...
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