![]() Joshua McKenzie Analyst, Parametric Portfolio Associates LLC (at time of writing)
RAEWYN WILLIAMS , JOSHUA MCKENZIE | FRIDAY, 18 SEP 2020 All sectors of the superannuation industry agree that successful equity investing entails some short-term pain to enjoy long-term gain. Superannuation funds and investment managers who embrace an active management philosophy can feel his acutely when ... Read more RAEWYN WILLIAMS , JOSHUA MCKENZIE | FRIDAY, 26 JUN 2020 The sophisticated world of large superannuation fund investing demonstrates an age-old aphorism: the only constant is change. Funds initiate some changed themselves to implement new ideas, address risks in the portfolio (including peer risk), insource ... Read more RAEWYN WILLIAMS , JOSHUA MCKENZIE | FRIDAY, 27 MAR 2020 Off-market share buybacks are a curious form of Australian corporate action: what rational investor would deliberately elect to sell back shares at a price below market value? The answer lies in the aftertax value of the transaction. A superannuation ... Read more PAGE: 1 |
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Two-thirds of Australian businesses expect Payday Super will require moderate to significant operational changes, despite widespread confidence in their ability to comply with the reforms due to take effect from 1 July 2026.
Small fee increases cost nest eggs $77k: Vanguard
A new analysis from Vanguard Australia shows superannuation funds charging marginal fee increases can cost members $77,000 in retirement.
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MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.
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Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.








