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Dan Farmer promoted to CIO at IOOF as Steve Merlicek retires

07/02/201909/02/2017 by Sally Rose

IOOF Holdings’ longstanding head of Australian equities, Dan Farmer, will replace Steve Merlicek as chief investment officer from July 1, 2017.

Categories Featured Homepage Posts, Profiles, Investments, Alternatives Tags Steve Merlicek, IOOF Holdings, Dan Farmer, Activus Investment Advisors, IOOF, asset consulting, Robert Talevski, Stephen Merlicek, Chris Kelaher Leave a comment

ACSA chair Knights calls for help amid regulatory changes

07/02/201909/02/2017 by Dan Purves

With major shake-ups ahead for tax reform, investment operations and more, ACSA wants volunteers to help it keep up.

Categories Featured Homepage Posts, Investments Tags Australian Custodial Services Association, ACSA, David Knights, 2016 Year in Review Leave a comment

Super fund chairs on the lookout for tech-savvy directors

06/09/202108/02/2017 by Sally Rose

A snap survey of 39 superannuation fund chairs revealed that technological expertise has become the most sought after skill in trustees.

Categories Featured Homepage Posts, Governance, Events, 2017 Chair Forum Tags governance, trustees, Investment Magazine Chair Forum Leave a comment

NGS boosts capabilities as QIEC merger talks continue

06/08/202107/02/2017 by Sally Rose

As merger talks bubbled throughout 2016, the executive team at NGS Super was also busy implementing technology upgrades and expanding the fund’s advice offering.

Categories Featured Homepage Posts, Mergers & acquisitions, Events Tags NGS Super, Anthony Rodwell-Ball, NGS Super and QIEC Super discuss forming a Master Trust, Conexus Financial Superannuation Awards 2017, QIEC Super Leave a comment

Five battles super funds need to win in 2017

06/02/2017 by Raewyn Williams

Raewyn Williams, from Parametric, shares her picks for the five items that should be at the top of the superannuation industry’s to-do list in 2017.

Categories Featured Homepage Posts, Opinion, Policy and Regulation, Retirement Tags comprehensive income product for retirement, Parametric Australia, 2017, MySuper Leave a comment

Challenger chair Polson says good culture is no surprise

06/09/202106/02/2017 by Sally Rose

Pay structures and casual dinners are building blocks of good executive culture, Challenger chair Peter Polson and CEO Brian Benari say.

Categories Featured Homepage Posts, Events, 2017 Chair Forum Tags brian benari, Conexus Financial Chair Forum, Peter Polson, challenger Leave a comment

The seven conversations boards need to have

06/09/202103/02/2017 by Amanda White

Rezilium’s Kamal Sarma tells fund chairs the right conversations can help bridge the gap between intent and interpretation.

Categories Featured Homepage Posts, Governance, Events, 2017 Chair Forum Tags Conexus Financial Chair Forum, directors, boards, communication, kamal sarma, rezilium Leave a comment

ASIC hits NAB super trustee with new licence conditions

07/02/201903/02/2017 by Dan Purves

Underpayment of insurance claims and incorrect charging of fees are just two of the reasons ASIC has placed additional licence conditions on NULIS Nominees.

Categories Featured Homepage Posts, Policy and Regulation, Investments Tags NAB, MLC MasterKey, ASIC, NULIS Nominees Leave a comment

SMSF Association chief Andrea Slattery resigns

07/02/201902/02/2017 by Dan Purves

Andrea Slattery has resigned as chief executive of the Self Managed Super Fund Association. John Maroney has been appointed as successor.

Categories Featured Homepage Posts, Profiles, Investments Tags Andrea Slattery, Financial Services Council, Argo Global Listed Infrastructure, Andrew Gale, Life Investment and Superannuation Association, SMSF Association Leave a comment

Chair Forum 2017 photo gallery

06/09/202102/02/2017 by Matthew Fatches
Categories Events, 2017 Chair Forum Tags Chair Forum 2017 Leave a comment

Effective super boards need that camaraderie

06/09/202102/02/2017 by Amanda White

Mutual respect, freedom of thought and trust are all keys to a good working relationship among board members and between the board and management.

Categories Featured Homepage Posts, Governance, Events, 2017 Chair Forum, Roundtables Tags MLC Superannuation Fund, John Bumbry, chair:, Conexus Financial Chair Forum, Neil Cochrane, First State Super, MTAA Super, board chairs, Nicole Smith Leave a comment

Australia’s pension system becomes world’s fourth largest

07/02/201901/02/2017 by Dan Purves

Australia’s $2.1 trillion superannuation system has edged ahead of the Canadian pension scheme to rank as the world’s fourth largest.

Categories Featured Homepage Posts, Investments Tags Willis Towers Watson, Willis Towers Watson’s Global Pension Assets Study 2017, home bias, asset allocation, paul newfield Leave a comment
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‘Crazy’ to bet against US, AI momentum: CFS Super CEO
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‘Crazy’ to bet against US, AI momentum: CFS Super CEO

Rest CIO Michael Clancy at the Australian Superannuation Investment Summit 
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Rest CIO Michael Clancy at the Australian Superannuation Investment Summit 

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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.

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