High-income earners could be forced to breach the concessional contributions cap, an analysis shows, a situation that can be avoided if the concessional contributions cap and maximum earnings bases are synchronised.
Mercer Super’s new CEO, Tim Barber, says the new YFYS rules will force the industry to be more transparent and accessible to consumers and outlines how his middle-weight fund punches above its class because of its global connections.
New proposed regulations on performance and a unique investment environment have led Christian Super’s CIO, Mark Rider, to reassess risk in the fund’s portfolio.
Australian Labor Party MP Stephen Jones and independent MP Craig Kelly focused on the possibility that stapling could result in workers being lumped with ill-fitting insurance arrangements before the Bill amendment ultimately passed with a vote of 71 to 67.
In episode 92, Alex Proimos speaks with Delilah Rothenberg, co-founder and executive director of the Predistribution Initiative and Denise Hearn, co-author of The Myth of Capitalism: Monopolies and the Death of Competition and board chair of the Predistribution Initiative.
In episode 91, Alex Proimos speaks with Lorne Johnson, managing director and director of institutional solutions at QMA (a PGIM company).
In episode 90, Alex Proimos speaks with Désirée Lucchese, ethics and impact manager at U Ethical.
In episode 89, Alex Proimos speaks with Graeme Bibby, the former chief investment officer of multi-family office Mutual Trust.
After recent mergers and if further planned mergers proceed, Australia’s superannuation landscape will consolidate to 12 funds with assets under management of more than $50 billion each, the data shows.
It’s all well and good to say super is all about accumulation of funds for members during their working lives but according to AustralianSuper Chair Donald Russell funds also have a responsibility to provide advice.
Spirit Super’s CEO Leeanne Turner says the new consolidated entity is not looking to become a mega-fund but is open to further mergers.
FSSSP Financial Services, the trustee for Aware Super is the largest superannuation industry fund licensee owner on this year’s Licensee Owner’s List, ranked at 14 with 242 advisers.
The investment intelligence behind Australia’s largest asset owners and their teams
In-depth interviews with leaders, experts and visionaries in the institutional investment community
Updates on the latest industry policy developments and regulation
The challenges and innovations of custody, technology and operational due diligence
Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
