Subscribe Login

Celebration over, time to implement simple advice

by

Normal 0

false false false

MicrosoftInternetExplorer4

/* Style Definitions */ table.MsoNormalTable {mso-style-name:”Table Normal”; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:””; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:”Times New Roman”; mso-ansi-language:#0400; mso-fareast-language:#0400; mso-bidi-language:#0400;}

Funds are assessing the implications of the new simple advice relief, including further training for call centre staff, on the back of the Australian Securities and Investments Commission’s decision to allow super funds to provide limited personal advice to members. Last month, ASIC released regulatory guidance allowing licensed super fund trustees to give personal advice to members about their existing investment in a fund on certain limited topics.

Read more

Pages: 1 2

Aaspiring for perfection – but coming up a little in arrears

by

AAS has migrated 15 clients to its new aaspire member administration platform, including the $14 billion REST in one of the largest data migrations in Australian superannuation history, but arrears reporting has proved a stumbling block, causing problems for many funds. The NSW Electrical Superannuation Scheme (NESS) was the first AAS client to transfer to the member administrator’s new system, an overhauled version of Atune.


Read more

Aaspiring for perfection – but coming up a little in arrears

by
AAS has migrated 15 clients to its new aaspire member administration platform, including the $14 billion REST in one of the largest data migrations in Australian superannuation history, but arrears reporting has proved a stumbling block, causing problems for many funds. The NSW Electrical Superannuation Scheme (NESS) was the first AAS client to transfer to the member administrator’s new system, an overhauled version of Atune.

Read more

Pages: 1 2

Fundies divided on SMAs

by
Funds manager opinion is divided on the growth potential and value of separately managed accounts (SMAs), research from Aviva has revealed as the firm launches the superannuation industry’s first fully integrated SMA.

Read more

Pages: 1 2

New performance data company to set up in Australia

by
An internationally influential investment performance reporting company – eVestment Alliance – is to set up an Australian office from November, challenging the dominant position of Mercer Investment Consulting for the provision of analytics and information to the industry.

Read more

Load More

Subscribe now to

Investment Strategies

The investment intelligence behind Australia’s largest asset owners and their teams

CIO Profiles

In-depth interviews with leaders, experts and visionaries in the institutional investment community

Governance

Updates on the latest industry policy developments and regulation

Operations

The challenges and innovations of custody, technology and operational due diligence

Name
SubT1K
SubRM
Our partners

Subscribe to our podcast

Subscribe

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.

Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy