AMP Capital is on the campaign trail for lifecycle investing – its chosen default for MySuper. This is not for the faint of heart, as Sean Henaghan, chief investment officer and director, multi-asset group at AMP Capital well knows. He is often jolted by a knee-jerk hostility to any debate on the idea lifecycle might … Read more
The new Shadow Minister for Financial Services and Superannuation, Jim Chalmers, will not be supporting governance changes in superannuation and has questioned the Government’s motives in this policy area. He said the proposed changes were poorly and ideologically motivated, and there were other ways the superannuation system could be improved. “We believe there is a … Read more
Members who rely on group life insurance policies need to fully understand the pros and cons of paying premiums from their super fund balance and the effect of variables such as waiting periods, according to a Rice Warner report. The Group Claims Experience Study reviewed 16 superannuation funds spanning the industry, public, and retail funds universe, capturing more than 40 per … Read more
What should a super fund choose: low fees that attract and retain members, or higher fees strategies that regularly outperform and give members better returns? The latter appears to be more popular, but there are those in the industry who think this is an oversimplification of the debate. The first point of consideration when choosing a super fund, the public is told by … Read more
Kevin Davis is the Research Director at the Australian Centre for Financial Studies and this article was originally published on The Conversation. With tax reform back on the agenda, the future of dividend imputation remains uncertain. Allowed in Australia since 1987, dividend imputation ensures companies and shareholders don’t end up paying tax on the same income, commonly known as “double taxation”. It means … Read more
VicSuper is putting physical cash into the hands of its members as part of a campaign to engage people with their superannuation balance. The fund has built a vault where the public can come and hold their account balance, whether that is $10,000 or $800,000, in an attempt to overcome the lethargy towards most people’s … Read more
The $117 billion Future Fund has hired AP4’s head of equities as part of its bid to hire the very best global talent to its investment team. Björn Kvarnskog will take over as the Future Fund’s head of equities early in 2016, from Sarah Carne, who has held the position on an interim basis. He … Read more
The government has been urged to use the same thinking with social bonds as it does with public–private partnerships (PPPs) to attract investments from super funds. Richard Brandweiner, chief investment officer of First State Super, said the government recognises that they need to share risk in order to attract money for greenfield infrastructure projects and that … Read more
Christian Super’s impact investments are an integral part of its portfolio construction because they deliver risk-adjusted returns via uncorrelated return drivers. Simba Marekera, senior portfolio analyst at Christian Super, told delegates at the inaugural Impact Investment Summit in Sydney that it does not apply impact discounts in pursuit of this strategy. “Unless we were convinced … Read more
The pursuit of a lean and nimble strategy at Aon Master Trust has led to one person simultaneously holding three vital positions within the fund. Investment Magazine interviews the chief investment officer, head and director, Janice Sengupta. Colorado-born Janice Sengupta serves as Aon Master Trust’s chief investment officer, head and director. While it might … Read more
It has taken the Treasury 10 months to make its response to the Financial System Inquiry. After all that time, the response is not as detailed or as forthcoming as some might have hoped. Investment Magazine reads between the lines to decode the Treasury’s 387 word statement on how it will respond to the FSI’s … Read more
The pension age in Australia should be automatically linked to life expectancy to help the system cope with large demographic changes in society. David Knox, senior partner at Mercer, made the suggestion after Australia fell from second to third place in the Melbourne Mercer Global Pension Index. He said some lessons could be taken from … Read more
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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.
