Administration & Management Articles

Showing 1 to 10 of 100 articles:
Clayton Issitt
CLAYTON ISSITT , PETER SHERRIFF  |  FRIDAY, 10 NOV 2023
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
Niki Short
NIKI SHORT , SCOTT CHARANEKA  |  FRIDAY, 1 SEP 2023
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
Michelle Teng
MICHELLE TENG  |  FRIDAY, 24 MAR 2023
Many investment professionals have been trained to regard return volatility as the main measure of portfolio risk. Read more
Deloitte
DELOITTE  |  FRIDAY, 20 JAN 2023
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
Geoff Sanders
GEOFF SANDERS , SIMON SHERWOOD , EMMA DELLA POSTA , CLODAGH HUSSEIN  |  FRIDAY, 25 NOV 2022
Court finds that secret commission offence provisions do not apply. Read more
Sarkis Tepeli
SARKIS TEPELI , MEIRINE GIGGINS  |  FRIDAY, 29 APR 2022
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
Cynthia Voon
CYNTHIA VOON  |  FRIDAY, 11 MAR 2022
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
Calastone Pty Limited
CALASTONE PTY LIMITED  |  SATURDAY, 6 NOV 2021
Fund administration and the role of the transfer agent sits at the heart of today's mutual fund industry. The transfer agent's fundamental role is to administer the register that records each investor's holding of units in a fund, providing a 'single ... Read more
Steve Freeborn
STEVE FREEBORN  |  THURSDAY, 30 SEP 2021
Administration operations models in the Australian superannuation market are evolving. What funds want from their providers and what service providers can offer is changing. Read more
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 14 MAY 2021
An important part of a fund's investment strategy is for trustees to consider diversification of assets. This can take place amongst different investment classes, but also within a particular investment class. Take for example real estate, which can ... Read more
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