![]() 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 |
Latest News
CBA, Colonial First State settle class action for $249m
Commonwealth Bank (CBA), together with Colonial First State Investments (CFSI) and Avanteos Investments, have agreed to settle the long-running Interest Rates Class Action for $249 million but deny wrongdoing.
Netwealth profit hit by First Guardian costs
Netwealth reported record underlying earnings and funds under administration in FY26, though its statutory result was weighed down by $74 million in after-tax costs related to the First Guardian Master Fund collapse.
ART strikes $883m QLD Westfield deal
Australian Retirement Trust (ART) has agreed to acquire a 50% interest in Brisbane's Westfield Mt Gravatt from Scentre Group for $882.5 million, in what is expected to be Australia's largest single-asset retail transaction this year.
HESTA reduces fees, minimum balance for income stream
HESTA will reduce administration fees and lower the minimum balance required to start an income stream account from September 30.
Further Reading
Cover Story

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.








