Conexus Financial, the publisher of Investment Magazine and Professional Planner will again recognise outstanding achievement in superannuation when it hosts the third Superannuation Fund of the Year Awards Evening in Sydney in May. The awards have evolved to embrace input from key industry stakeholders, whose experience and expertise will be integral to identifying the best funds … Read more
Paul Sayer is to leave his post as chief operating officer of REST Superannuation to become chief executive of TWU Super. Sayer will become the fourth chief executive TWU Super in the space of two years. Debora Jackson, who took over from Bill McMillin in January 2013, left the fund towards the end of last … Read more
The trustee system means the public does not have to be investment experts. Gerard Noonan believes it is time for politicians and policy makers to accept these merits. I’ve been involved in superannuation since industry funds were established for working people in the 1980s. Over those years, many high-minded national inquiries – from the Cooper … Read more
Cbus has disclosed figures showing TPD claims from members have nearly doubled in two years. There were 798 TPD claims paid in the financial year ending 2012 totalling $45 million, while claims in the financial year ending 2014 totalled 1296 and paid out $88 million. Cbus has set new standards for transparency in its annual … Read more
Large superannuation funds are having a conversation about how they can move to offer their members a greater form of liability driven investment (LDI). Broadly LDI is an investment target that is stated and then aimed for, a target sum or a target range of money that will offer members a decent or acceptable income … Read more
“We cannot suppress the powerful intuition that what makes sense in hindsight today was predictable yesterday. The illusion that we understand the past fosters overconfidence in our ability to predict the future.” Daniel Kahneman, Nobel Prize Winner, in Thinking, Fast and Slow. “The only value of stock forecasters is to make fortune tellers look good.” … Read more
Anne Whittaker, chief investment officer of Australian Catholic Super is to retire and will leave in December after more than six years at the fund. The $6.2 billion fund has been working with a head hunter to find a replacement after Whittaker revealed her plans in July. Richard Haddock, chair of the fund, said the … Read more
A scenario analysis tool developed by Frontier Advisors is confronting superannuation funds with the likelihood that their return objectives could be difficult to achieve over the medium term. The consultant has been offering its web based Prism tool to clients since April to allow them to carry out stress testing of portfolios and to see … Read more
One of the world’s leading financial services litigation lawyers is to make a keynote address at the IMCA annual conference in Sydney (on December 3) and Melbourne (December 4). Joel Cohen, a former federal prosecutor in New York, well-known for his role in prosecuting Jordan Belfort “The Wolf of Wall Street”, will be speaking at … Read more
“You really should visit our offices in Rhodes”. In a sector renowned for thinning profit margins and risky, expensive product development, the ebullience of Link Group has stood out. So it is little surprise the chief executives of AustralianSuper, Cbus, HESTA, HOSTPLUS, MTAA Super have taken the taxi ride to Rhodes in Western Sydney and … Read more
Whitehelm Capital, formerly Access Capital Advisors, has reopened its advisory arm for targeted business after several years of being closed to new clients. It is publicising this decision with news of its first client win for around 8 years, the $2 billion Aboriginal and Torres Strait Islander Land Account based in Canberra, a trust fund … Read more
The $31 billion QBE investment portfolio is to place $100m in social impact bonds in the belief that opportunities for such investments will expand greatly in the years to come. It is part of a general move to diversify assets in the QBE portfolio, which until now has been dominated by developed world government and … 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.
