FS Super - Ethics & Governance Articles

Ethics & Governance Articles

Social risks for a financial services business

IAN LAUGHLIN | Comments | FRIDAY, 16 FEB 2018

How can it be that institutions spend huge amounts of money, resources and intellect on managing risk, and still find themselves being castigated by ... Read more

Status quo thinking

RAEWYN WILLIAMS | Comments | FRIDAY, 2 FEB 2018

Industry, public sector and corporate superannuation funds are finding their myriad stakeholders are a difficult group to please. First, there are ... Read more

Strategic human capital

DOUG HOLMES | Comments | THURSDAY, 5 OCT 2017

Long value preservation and growth have never before depended so fundamentally on effective management of human capital. Rapid technological change ... Read more

Pathways to success

BEN WALSH | Comments | FRIDAY, 25 AUG 2017

The Australian Prudential Regulation Authority (APRA) is increasingly scrutinising whether Registrable Superannuation Entity (RSE) Licensees are ... Read more

Data portability in Australian financial services

PAUL CHAPMAN | Comments | FRIDAY, 7 JUL 2017

For Australia's financial services industry to transition successfully to an open data ecosystem, it is crucial to move forward in a way that promotes ... Read more

How super stacks up on fairness, adequacy, and sustainability

KAREN VOLPATO | Comments | FRIDAY, 13 JAN 2017

Superannuation is now a fundamental part of Australian society with compulsory employer contributions, a level of assets larger than our GDP, and a ... Read more

The state of the industry

SALLY LOANE | Comments | FRIDAY, 13 JAN 2017

The headwinds on the horizon are plain to see. Political uncertainty is the new normal. The benefits of free trade are being challenged by those with ... Read more

Top 10 actions for superannuation providers in 2016

HENDRIE KOSTER | Comments | THURSDAY, 29 OCT 2015

Many of the key themes seen in the superannuation industry over the last couple of years remain constant as we enter 2016, with continued emphasis on ... Read more

PART II: Governance, cost and sustainable investing

DAVID BRAGA | Comments | THURSDAY, 29 OCT 2015

BNP Paribas Securities Services recently commissioned the Economist Intelligence Unit to write this paper that how the world's leading pension ... Read more

PART I: Governance, cost and sustainable investing

DAVID BRAGA | Comments | THURSDAY, 29 OCT 2015

BNP Paribas Securities Services recently commissioned the Economist Intelligence Unit to write this paper that how the world's leading pension funds ... Read more

Australia's financial system and climate risk

KATE MACKENZIE | Comments | THURSDAY, 29 OCT 2015

The Climate Institute recently welcomed the establishment of the Senate Economics References Committee Inquiry into Carbon Risk Disclosure. The ... Read more

Driving long-term investment and delivering responsible financial markets

SIMON O'CONNOR | Comments | THURSDAY, 29 OCT 2015

The importance of focusing capital markets on the longer term is a matter of much international discussion, debate and regulation globally. This global ... Read more

Prudent person rule versus ESG considerations in investment decisions

STANLEY RICKERT | Comments | THURSDAY, 29 OCT 2015

Is there a convergence of ESG concerns with the investment rules based on a "Prudent Person"? This paper considers whether the Prudent Person ... Read more

Why we believe responsible investing pays off

ANNE-MAREE O'CONNOR , DAVID RAE , RISHAB SETHI | Comments | THURSDAY, 29 OCT 2015

The Guardians of New Zealand Superannuation, the Crown entity that manages the New Zealand Superannuation Fund, believe it is important to clearly ... Read more

Climate Change: Risk factors and scenarios

HELGA BIRGDEN , KAREN LOCKRIDGE | Comments | WEDNESDAY, 27 MAY 2015

Imagine the investable universe could be examined through a telescope. The simplest scope might give you a better view of the more obvious risks and ... Read more

Amendments to the superannuation guarantee charge

REBECCA JAMES | Comments | WEDNESDAY, 27 MAY 2015

In an attempt to simplify the superannuation guarantee (SG) regime, and reduce the penalties associated with the SG charge (SGC), the federal ... Read more

How can organisations adopt ESG considerations into their investment strategies

STANLEY RICKERT | Comments | WEDNESDAY, 27 MAY 2015

This paper examines Environmental, Social and Governance (ESG) issues first from a company's perspective and then from a shareholder's or ... Read more

Investing in illiquid assets

GEOFFREY WARREN | Comments | WEDNESDAY, 27 MAY 2015

Investing in illiquid assets - such as unlisted property, infrastructure or even small cap stocks - entails additional costs and risks, and constraints ... Read more

Unravelled: the best interest duties - process or outcome?

MICHELLE LEVY | Comments | SUNDAY, 4 AUG 2013

Superannuation fund trustees and their lawyers (including this one) have been grappling for years with what the covenant in section 52(2)(c) of the ... Read more

Remunerating executives for shareholder value

AMANDA WILSON , SUSHEELA PERES DA COSTA | Comments | SUNDAY, 4 AUG 2013

Regnan's Amanda Wilson and Susheela Peres da Costa look at the controversial issue of executive remuneration. ... Read more

Instos get serious about climate change

JAMES FERNYHOUGH | Comments | SUNDAY, 4 AUG 2013

Last month's United Nations Climate Summit saw a flurry of announcements from some of the world's major institutional investors, ranging from ... Read more

Corporate reporting in Australia

GORDON HAGART | Comments | SUNDAY, 4 AUG 2013

ACSI's latest paper on sustainability reporting in Australia reveals a steady improvement, but finds some companies are still falling short. It is ... Read more

ESG - busting the myths

MANS CARLSSON-SWEENY | Comments | SUNDAY, 4 AUG 2013

AMP Capital senior research analyst Mans Carlsson-Sweeny draws some key distinctions between environment, social and governance (ESG) investing, and ... Read more

Are independent trustee directors needed?

ANDREW BOAL | Comments | SUNDAY, 4 AUG 2013

Towers Watson's Andrew Boal gives his views on the topical question of whether super funds should be forced to have a quota of independent ... Read more

Addressing the prudential requirements for better management of superannuation data

RON MULLINS | Comments | MONDAY, 19 NOV 2012

IQ Group principal Ron Mullins takes a look at APRA's evolving data requirements and the challenges they pose for superannuation ... Read more

Meeting the insurance management framework obligation

RENEE VOUTT | Comments | MONDAY, 19 NOV 2012

TAL's Renee Voutt gives some pointers on how to ensure insurance management frameworks meet the new prudential regulatory regime. ... Read more

Target benefit retirement schemes part two

EPCO VAN DER LENDE , PETR KOCOUREK , JAN BAARS | Comments | MONDAY, 19 NOV 2012

In part two of this paper, the authors continue their exploration of innovative approaches for collective defined contribution pension systems or ... Read more

Is disclosure always a good thing?

WAYNE DAVY | Comments | MONDAY, 19 NOV 2012

Quadrant Super CEO Wayne Davy questions whether full disclosure is always in the best interest of members. ... Read more

Position paper: Director and executive security trading

ERIK MATHER | Comments | TUESDAY, 1 JAN 2008

Effective protection against insider trading is critical to market confidence and, over time, liquidity. For a company, failing to demonstrate a working ... Read more

Latest News


Labor super reforms can reach further heights: Industry DARREN SNYDER Superannuation industry lobby groups are welcoming Labor's election promise to address the super gender gap at retirement. They also believe more can be done.	Labor commits $400m to gender super gap JAMIE WILLIAMSON If elected, the Labor Party will work to narrow the retirement savings gap by topping up the superannuation accounts of women on parental leave among several other measures.

AustralianSuper awards international property mandate DARREN SNYDER AustralianSuper has committed to its first commercial real estate debt investment in the UK, marking the cornerstone transaction for a new mandate with a global real estate manager.	Choice members worse off in retirement: Research KARREN VERGARA Latest research shows MySuper members are $50,000 better off at retirement compared to those invested in choice products.

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A bold move

JIM LAMBORN
CHIEF EXECUTIVE OFFICER
JANA INVESTMENT ADVISERS PTY LIMITED

Spearheading a landmark management buyout takes courage and vision. Jim Lamborn will be known as the transformational figure who reshaped the investment consulting firm with $400 billion of assets under advice. He tells Karren Vergara how he did it.

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Shelley Banton

Executive General Manager, Technical Services

FS Super

Why cryptocurrency is SMSF kryptonite

As SMSF trustees start to chase higher returns in a low-interest rate economy, interest in investing in cryptocurrencies such as Bitcoin (BTC) is on the ...

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Meg Heffron

Head of SMSF Technical & Education Services

FS Super

Death and transfer balance cap reporting

A question that has already come up in our practice several times relates to clients who died before 1 July 2017. In particular, if the deceased had a ...

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John Dyall

Head of Investment Research

FS Super

Mix up property with infrastructure to make it real

It's no secret Australians have a fascination with property, and not just residential property. REITs (or Real Estate Investment Trusts) were first developed ...

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Stephen Fay

Director of Data and Head of Superannuation Research

FS Super

Pursuing responsible super investment

For the superannuation member that cares about ethical or responsible investing, is it better to choose a fund with a responsible investment strategy perhaps ...

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