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Tax reform aside, there’s no real case to kill off dividend imputation

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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 puts cash in hand

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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

Future Fund poaches global talent for equities team

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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

Thinking in PPPs could be used to attract super funds to social bonds

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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 uses impact investments to secure uncorrelated return drivers

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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 lynchpin: Profile of Aon Master Trust’s CIO

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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

The government’s response to FSI decoded

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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

Pension age should be linked to life expectancy

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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

The dawn of the multi-asset fund

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Some of the most vindicated fund managers in a lacklustre year for markets are those running dynamic multi-asset funds. Funds run by the likes of Aviva Investors, Invesco, Schroders and Standard Life Investments are in line for a string of institutional wins by the end of the year. All lived up to their promise in … Read more

WA Super appoints Towers Watson as asset consultant

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WA Super has appointed Towers Watson as asset consultant of its $2 billion investment portfolio for a three year initial term. The Perth based fund said Towers Watson was selected because of its breadth and depth of global research, the strength of its investment beliefs and investment strategy formulation process, as well as its innovation … Read more

The serial director: A profile of Qantas Super’s chair

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The chair of Qantas Super, Anne Ward, has an extensive and eclectic background working in the boardroom including as chair of Zoos Victoria, the Centre for Investor Education, a director of the Foundation for Imaging Research, and a governor of the Howard Florey Neuroscience Institutes. Investment Magazine speaks to the woman who has made a … Read more

NZ Super: on a higher plain

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From being self-reliant on asset allocation to employing a partnership style with its managers – based on the mutual exchange of ideas – NZ Super has an advanced approach founded on the confidence of its investment ideas. Investment Magazine visited the NZ $29.6 billion fund to find out how it does this. On the climb towards the optimal … 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.

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