EP8: Going global: Addressing governance issues as funds expand investments overseas

ACSI CEO Louise Davidson and Aware Super CIO Damian Graham speak to Investment Magazine’s Stewart Hawkins about two issues affecting Australia’s super landscape – Globalisation and Governance. Are super funds in Australia running out of local assets to invest in? If so, where are the opportunities? Are they mainly off shore? And what are the challenges involved in engaging with companies which are operating in different regulatory environments?

New infrastructure valuation tools address the risks of inequitable switching

Risk and performance measurement for illiquid assets like infrastructure is a fast-evolving area, as funds balance the long-term nature of these assets with portability and members’ liquidity needs.

Retirement Income Covenant – where does a trustee start?

Matching members with the right solutions, garnering appropriate member information within the existing legal and regulatory frameworks and through-lifecycle engagement are among the biggest challenges facing trustees as the Retirement Income Covenant lands, experts have said.

Super guarantee is high enough, more reforms needed: Tim Wilson

Australia’s superannuation industry has lost its clear focus on improving retirement outcomes for Australians, Liberal MP Tim Wilson argued in a debate with economist Saul Eslake who, in turn, said politics were muddying the waters.

Trustees urged to check fee consent forms against advice docs

Trustees have been advised by ASIC and APRA that fee consent forms aren’t enough; they should be checking advice SoAs to ensure services are being provided.

EP7: The big sell: The need to market funds to consumers

Mercer Super CEO Tim Barber and KPMG’s national section leader for asset and wealth management Linda Elkins speak to Investment Magazine’s Stewart Hawkins about the controversial issue of how super funds market directly to consumers and whether the members’ money they spend doing so is justified at the end of the day and whether the spend may or may not meet funds’ fiduciary duty obligations.

Rest’s Andrew Lill on teambuilding and the things that will define him

Nine months into his tenure as Rest’s inaugural CIO Lill explains his new whole-of-fund investment team structure and outlines the challenges of drifting strategic asset allocation in a YFYS world.

Sydney Airport consortium has time to wait for outsized returns

The Sydney Airport approach comes weeks after the government’s game changing Your Future, Your Super reforms and against the backdrop of uncertain defensive fixed income style returns and possible future equity market volatility.

Making a principles-based retirement income covenant work

The superannuation fund industry might be strongly supportive of a principles-based approach because it appears to enable more flexibility in product design but David Bell argues it might not be that straight forward.

Early support improves return-to-work outcomes after cancer

A lifestyle support program provided by insurer AIA Australia and developed by health technology company CancerAid–called CancerAid Coach–has been shown to increase the return-to-work rate of its participants by up to 70 percent and their time out of work was reduced by 20 percent