Investment ANDREW SCHARDT | FRIDAY, 2 DEC 2022 One of the most frequently asked questions in today's private market realm is 'How much is it that private market investment worth?' Read more NICOLE KIDD , TIM HALLAM , RICKARD HOSKIN | FRIDAY, 13 OCT 2023 There is no doubt that the last three years have been a tumultuous time for global economies, during which we have seen twists and turns which arguably nobody could have predicted Read more JAMES STEWART , LUKE SMITH | FRIDAY, 17 NOV 2023 India's economy is expected to trace the growth shown by China, and this will manifest in infrastructure and building development and other expansion that is rich in commodity demand-and investment opportunities. Read more GRANT PEARSON | FRIDAY, 24 NOV 2023 This article will critically assess the notion that passive investing is the undisputed champion and explore the flaws that often go unnoticed. Read more EVANS AND PARTNERS | FRIDAY, 12 JAN 2024 This paper sets out both the limits and eligibility requirements that apply to these other contribution opportunities and any tax concessions that may also apply. Read more WORLD GOLD COUNCIL | FRIDAY, 16 FEB 2024 Gold had a strong 2023, defying expectations amid a high interest rate environment, and outperforming commodities, bonds and most stock markets. Read more TIM HUMPHREYS | FRIDAY, 23 FEB 2024 There is a significant opportunity for investors as global listed infrastructure is potentially rerated on improved earnings, according to Ausbil Investment Management head of global listed infrastructure Tim Humphreys. Read more PATRICK SUCHY , DAVE LOWERY | FRIDAY, 15 MAR 2024 Private credit as an asset class is in demand from a range of investors. The asset class has become a direct substitute for traditional fixed income assets for many investors, who are continuing to increase allocations. Read more MATT LAWTON , TONGAI KUNORUBWE | FRIDAY, 19 APR 2024 Issuance of sustainable debt has exploded over the past 10 years as investors seek investment returns by allocating capital toward sustainability efforts. Read more Retirement LUKE HOOPER , GEORGIA BRADLEY | FRIDAY, 15 SEP 2023 In July this year, ASIC and APRA released a report reminding superannuation funds that the time is now to focus on retirement strategies and consider how to best assist retirees in accessing and using the benefits available to them to make the most ... Read more BRYAN ASHENDEN | FRIDAY, 8 DEC 2023 Defined benefit interests are difficult to value in accumulation phase, as final benefits depend on length of service, final salary and other factors. Defined benefit income streams have commutation restrictions imposed by legislation and quite often ... Read more STUART SHEARY | FRIDAY, 8 MAR 2024 A mounts in a superannuation fund are generally protected from being included in the estate of a bankrupt. However, the trustees of a bankrupt's estate can recover superannuation contributions made prior to bankruptcy if they have been made to defeat ... Read more PLAN FOR LIFE | FRIDAY, 12 APR 2024 This whitepaper examines 57 RSE licensees' strategies representing over 100 superannuation funds, including virtually the entire Australian retirement market covered by the RIC. Read more SMSFs CATHERINE NUFER-BARR , REBECCA EDWARDS | FRIDAY, 22 SEP 2023 In this paper the current requirements for the SMSF residency test will be explored. Read more SHELLEY BANTON | FRIDAY, 2 FEB 2024 While it might appear straightforward, attention to detail is the key to owning SMSF assets. With Regulation 4.09A of the Superannuation Industry (Supervision) Regulations 1994 now one of the most reported breaches to the Australian Taxation Office ... Read more STUART SHEARY | FRIDAY, 3 MAY 2024 This paper outlines some of the essential aspects to help effectively navigate the process of making personal deductible contributions (PDCs) into superannuation funds. Read more Compliance IAN NEWBERT | FRIDAY, 6 OCT 2023 This annual test is intended to hold registrable superannuation entities (RSE licensees) to account for product underperformance through greater transparency measures and increased consequences. Read more PHIL TURNER , SILVANA WOOD , RICHARD HARRIS , TOM BRETT | FRIDAY, 3 NOV 2023 This paper sets out the most interesting observations from an analysis of how the obligations under the FAR compare to existing obligations for RSE licensees. Read more SIMUN SOLJO , ALLY CROWTHER | FRIDAY, 19 JAN 2024 This paper provides a short overview of the Final Response. Following a period of consultation it is expected to progress to draft legislation towards the end of 2024. Read more KATIE WOOD , MATT SPAIN , VINCENT GIANG , ASHLEIGH RUSSO , NICK WIGNEY | FRIDAY, 9 FEB 2024 With the compulsory superannuation regime and seemingly endless growth of retirement savings in Australia, it comes as little surprise that superannuation funds have and will continue to face increased scrutiny in 2024, with ASIC making its position ... Read more GAVIN STUART , EMMA BOYCE , JAMES DUFF | THURSDAY, 28 MAR 2024 This paper examines the role of AFCA, the complaints process, and the powers and remedies available to AFCA with a focus on consumer complaints against lenders. In this piece, we provide an overview of AFCA generally as well as a detailed analysis of ... Read more MICHAEL CHAAYA , LINDA CHAN , KENDRA TURNER , EDWARD WIGGINS | FRIDAY, 26 APR 2024 This paper sets out a revised approach for business to consider when determining whether workers are employees or independent contractors for superannuation law purposes. Read more Insurance BRENT SATILL | THURSDAY, 19 OCT 2023 With the superannuation sector and self-managed superannuation funds (SMSFs) growing at a rapid rate, the need for public offer and industry superannuation funds to provide a compelling offer to members is more important than ever before. Read more Ethics & Governance ABIGAIL GILL , SARAH CLARKE , ANDREW LUMSDEN , MARISA ORR , CLARE MOULD | FRIDAY, 27 OCT 2023 With ASIC set to intensify its regulatory focus on whistleblowing, now more than ever, it is crucial that organisations continue to undertake careful reviews of their whistleblower program to ensure they are compliant. Read more Administration & Management 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 ALEX JERVIS | FRIDAY, 15 DEC 2023 This paper comprises excerpts from Johnson Partners 'Diversity in the Australian Industry Superannuation Funds' report November 2023. Read more ZEIN EL HASSAN | THURSDAY, 25 JAN 2024 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 STEPHEN ARNOLD | FRIDAY, 22 MAR 2024 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 Taxation & Estate Planning ANGELA JACKSON , EMILY MILLANE | FRIDAY, 1 DEC 2023 This paper comprises excerpts from the same-titled report prepared by Impact Economics and Policy for Philanthropy Australia. Read more GABRIELA RUSU | FRIDAY, 1 MAR 2024 AAT rules earnings as assessable income of the fund, not taxpayer. Read more Technology DEVAN NAIDOO | FRIDAY, 5 APR 2024 The retirement landscape is undergoing a seismic shift. With changing demographics, longer life spans, and evolving economic trends, it has become imperative for the pension industry to move with the times. Read more |
Latest News
UniSuper battles major system outage
UniSuper is working to resolve an ongoing system outage impacting the entire business, assuring disgruntled members it is not the result of a data breach.
Mercer rolls out new corporate super plan
Mercer Super has launched a new corporate superannuation plan for employers of all sizes called Mercer Business Super.
Australian Retirement Trust applies new investment exclusion
The mega super fund has added to its list of exclusions, to come into effect from July 1.
Super for housing 'economically reckless': SMC
The Super Members Council (SMC) has warned that encouraging young Australians to use their superannuation for a house deposit could dramatically drive-up house prices and deplete their retirement savings.
Cover Story
The super, super fund
DEANNE STEWART
CHIEF EXECUTIVE OFFICER
AWARE SUPER
CHIEF EXECUTIVE OFFICER
AWARE SUPER
Aware Super has marked its expansion into Europe with the grand opening of its London office.