There is a presumption in the investment community that greater information creates better investment outcomes. I have not seen any evidence that supports this. Read more

This paper explores the different legal structures available to superannuation fund trustees that enable potential merger partners to access the benefits of scale on the pathway to full integration via a successor fund transfer (SFT). Read more

This paper comprises excerpts from Johnson Partners 'Diversity in the Australian Industry Superannuation Funds' report November 2023. Read more

This paper reproduces a discussion lead by Frank Smietana with Peter Sherriff and Clayton Issitt about key operational areas impacting superannuation funds, the evolution of fund operating models and how investment and operations teams are addressing ... Read more

Across the Australian superannuation industry, the widespread consolidation of smaller superannuation funds is expected. These mergers are unlike other run-of-the-mill mergers as they require specialised knowledge and experience. Read more

Many investment professionals have been trained to regard return volatility as the main measure of portfolio risk. Read more

In this paper, Deloitte considers five key questions that organisations in the superannuation and wealth sector should consider in order to manage the financial crime regulatory risks associated with merging with or acquiring a new reporting entity. ... Read more

Court finds that secret commission offence provisions do not apply. Read more

This paper outlines the key considerations and steps required in appointing a consultant with specific focus on the investment and servicing credentials of a consultant. Read more

It is widely understood that the status of a worker as an employee or independent contractor is based on a range of common law tests. Generally, where a worker contracts to achieve a result the relationship between the parties will be one of principal ... Read more