Volume 13, Issue 4

Investment
Sarah Barker
SARAH BARKER , ELLIE MULHOLLAND  |  THURSDAY, 3 DEC 2020
Superannuation trustees and company directors had been keenly anticipating the outcome of the claim by Mark McVeigh against the trustee of REST Super. The case was regarded as the first opportunity globally for the courts to make a call on strategy ... Read more
Jesse Imer
JESSE IMER  |  FRIDAY, 20 AUG 2021
'Lower for Longer' - central bank monetary policy. 'There's no income in fixed income.' 'How can bond yields move any lower?' Read more
Tim Humphreys
TIM HUMPHREYS  |  FRIDAY, 29 OCT 2021
Renewable energy companies are the typical 'go-to' exposure for the thematic of energy transition but can carry higher risk. An alternative way to play this transition is through the regulated utilities sector. Opportunity lies in the fact that utilities ... Read more
Jeff Yew
JEFF YEW  |  FRIDAY, 19 NOV 2021
The growing popularity and adoption of bitcoin within daily financial infrastructure has sparked the curiosity of many individuals regarding the allocation of bitcoin within their portfolios and self-managed super funds. Read more
Administration & Management
Dung Lam
DUNG LAM  |  FRIDAY, 11 DEC 2020
On 15 October 2020 the Australian Taxation Office (ATO) issued Practice Statement PS LA 2020/3 (Practice Statement), which provides guidelines in regard to penalties imposed under the Superannuation Industry (Supervision) Act 1993 (the SIS Act) for ... 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
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
Compliance
Matt Daley
MATT DALEY , VANESSA PALLONE , NICK KILLALEA  |  FRIDAY, 27 AUG 2021
The passage of the Treasury Laws Amendment (Your Future, Your Super) Bill 2021 (YFYS Bill) in Parliament during June, marked one of the largest shake-ups to Australia's superannuation system in decades. The Your Future, Your Super (YFYS) reforms ... Read more
Alex Dunnin
ALEX DUNNIN  |  FRIDAY, 22 OCT 2021
The Treasury Laws Amendment (Your Future, Your Super) Act 2021 (YFYS) that came into effect on 1 July 2021 requires the superannuation industry to improve its efficiency, transparency and accountability. Read more
Retirement
Doug McBirnie
DOUG MCBIRNIE  |  FRIDAY, 3 SEP 2021
The superannuation sector has been effective in helping millions of Australians build a nest egg to improve their standard of living in retirement. One of the biggest challenges facing the retirement system today is how best to transform accumulated ... Read more
Danielle Bose
DANIELLE BOSE  |  FRIDAY, 26 NOV 2021
On 27 September 2021, the federal government (government) released Exposure Draft legislation that will introduce a Retirement Income Covenant (RIC) for trustees of registrable superannuation entities (RSEs) as part of the Superannuation Industry (Supervision) ... Read more
Ethics & Governance
Suzy Yoon
SUZY YOON  |  FRIDAY, 10 SEP 2021
This paper looks at the impact of modern slavery risks in investment management, what the industry can do to combat it and the approach JANA takes to ensure their investment managers are considering the risks within client portfolios. Read more
Gabriela Pirana
GABRIELA PIRANA  |  THURSDAY, 16 SEP 2021
After a long wait following Treasury's initial proposal paper issued in January 2020, the Financial Accountability Regime (FAR) draft legislation has arrived, and there are a few key items that require consideration by superannuation trustees. Read more
Vishal Hindocha
BARNABY WIENER , VISHAL HINDOCHA  |  FRIDAY, 10 DEC 2021
Sustainability in focus Read more
SMSFs
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 8 OCT 2021
Cryptocurrency is a virtual or digital currency which allows people to pay for goods and services directly through an online system. It has no legislated or intrinsic value and it is simply worth what people are willing to pay for it on the open mar ... Read more
Communications & Marketing
Andrew Korbel
ANDREW KORBEL  |  FRIDAY, 15 OCT 2021
As an oil and gas giant recently became the first corporate to be hit with Australian proceedings for alleged climate-related 'greenwashing', one thing is clear: companies need to be very careful when making claims about their climate-friendly ... Read more
Taxation & Estate Planning
Graeme Colley
GRAEME COLLEY  |  SUNDAY, 5 DEC 2021
Many trustees and members of not only SMSFs, but also public offer superannuation funds, are interested in the payment of death benefits if they or their spouse were to die. This usually revolves around who is eligible to receive the death benefits ... Read more