 ALLISON MURPHY , WILLIAM FETTES | FRIDAY, 6 DEC 2019 The limited recourse borrowing arrangement (LRBA) lending market has undergone a significant shift in recent years, with most first-tier bank lenders withdrawing their LRBA offerings for purchasers of residential property. As a result, several smaller ... Read more  KIMBERLEY NOAH , WILLIAM FETTES | FRIDAY, 22 NOV 2019 The $1.6 million transfer balance cap (TBC) imposes a limit on the total amount that a fund member can transfer into an exempt (retirement phase) pension. Read more  FLETCH HEINEMANN | THURSDAY, 24 OCT 2019 On May 24 2018, the government first introduced a 12-month superannuation guarantee (SG) amnesty. The relevant Bill failed to pass the Senate and then lapsed when the federal election was called on 11 April 2019. Read more  JANET MANZANERO-CARUANA | FRIDAY, 4 OCT 2019 There were 49,032 divorces granted in 2017, an increase from 46,604 in 2016, and that's not counting de facto relationship breakdowns (ABS, 2017). What usually follows separation or divorce is the splitting of the couple's assets under a family ... Read more  DAVID BARRETT | THURSDAY, 29 AUG 2019 From a legislative development perspective, the Federal Government election result on 18 May 2019 has provided a more stable outlook for financial services professionals, at least over the short term. It is timely then to take stock of the current state ... Read more  MARJON MUIZER | THURSDAY, 15 AUG 2019 At tax time, no SMSF (self-managed super fund) wants a qualified audit. Yet the chance is higher if you hold unlisted assets, particularly unlisted trusts and companies, plus any loans you've made. Read more  YVONNE CHU | FRIDAY, 9 AUG 2019 The ability to invest directly in real properties (commercial or residential) is often one of the main reasons that clients decide to establish a self-managed superannuation fund (SMSF). The possibility of leasing a business real property (BRP) to the ... Read more YVONNE CHU | THURSDAY, 25 JUL 2019 Superannuation rollovers are one of the most frequently recommended strategies by advisers. However, care should be exercised when implementing rollover strategies, particularly for clients who have life or total and permanent disablement (TPD) insurances ... Read more  SAMANTHA CARROLL | THURSDAY, 4 JUL 2019 In May 2019 APRA released an Information Paper on the findings arising from self-assessments of governance, accountability and culture. Read more  RAEWYN WILLIAMS | WEDNESDAY, 26 JUN 2019 Last year almost two-thirds of superannuation contributions received by APRA-regulated funds were paid back out to members as benefits. This shift from 'stash' to 'splash' has significant ramifications for how superannuation funds define their missi ... Read more |
Latest News
UK treasury provides guidance on local pension consolidation
The Pension Investment Review aims to consolidate smaller public pension and multi-employer defined contribution pension schemes into 'megafunds' to emulate Australian and Canadian investing models.
Quality over quantity: CareSuper on mergers
The dust has barely settled on the merger that created CareSuper as it is today and chief executive Jason Murray is gearing up for another in mere months - but he's not looking to make a habit of it.
Industry funds feast, retail funds snack, corporate funds freefall
APRA's quarterly superannuation statistics have lifted the lid on the ongoing battle for Australia's retirement assets.
QSuper settles $67m class action
QSuper, which merged with Sunsuper to create Australian Retirement Trust (ART), Australia's second-largest super fund, has reached a $67 million out-of-court settlement over claims members were overcharged for life insurance premiums.
Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
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AI, alternative data and sustainability in focus
As AI and alternative data reshape quantitative investing, here are some key insights from discussions with institutional investors.
