Challenger hopes for annuity explosion from Henry review

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The ‘correcting’ and steepening of the yield curve over the last three months, combined with a new aware­ness from the Government and retirees of the market risk to which they have been exposed, will help make annuities “the product for the times”, hopes the chief executive of Challenger’s life busi­ness, Richard Howes. Last month, Challenger bolstered the rates on its annuities, such that a 15-year product with ‘nil residual capital value’ – that is, one where all the initial capital is progressively returned over the term – will pay 6.5 per cent annual interest, plus the return of the principal. Challenger’s annuities are backed by a mix of investment grade corporate debt, infrastructure bonds and property.  

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Flawed member data brings TFN headache to Media Super

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Flawed member data created during the formation of Media Super saw some accounts of one of the preceding funds, JUST Super, hold duplicate records without tax file numbers (TFNs), causing some member contributions to be taxed at the full marginal rate in the 2007-08 financial year.  After the creation of Media Super in 2008 from the merger of JUST Su­per and Print Super, the trustee found that some member accounts held dupli­cate records – one with a TFN advised and another without – that resulted in some contributions being taxed an ad­ditional 31.5 per cent.


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Flawed member data brings TFN headache to Media Super

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Flawed member data created during the formation of Media Super saw some accounts of one of the preceding funds, JUST Super, hold duplicate records without tax file numbers (TFNs), causing some member contributions to be taxed at the full marginal rate in the 2007-08 financial year.  After the creation of Media Super in 2008 from the merger of JUST Su­per and Print Super, the trustee found that some member accounts held dupli­cate records – one with a TFN advised and another without – that resulted in some contributions being taxed an ad­ditional 31.5 per cent.

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Frontier fires up debate on ‘cost plus performance’ fees

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A new funds manager fee model being promoted by Frontier Invest­ment Consulting, whereby managers are paid a fixed-dollar base fee plus a performance fee, has merit but must be carefully structured to avoid incentivis­ing managers to take excessive risk, stakeholders have warned.  Sean Henaghan, who runs AMP Capital Investors’ Future Directions multimanager funds, said investors have become less averse to performance fees as the fees become structured more fairly.  One manager gripe towards models dominated by performance fees is that they encourage punting, particularly after a couple of bad years when the prospect of earning a positive perfor­mance fee looks distressingly remote.


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Frontier fires up debate on ‘cost plus performance’ fees

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A new funds manager fee model being promoted by Frontier Invest­ment Consulting, whereby managers are paid a fixed-dollar base fee plus a performance fee, has merit but must be carefully structured to avoid incentivis­ing managers to take excessive risk, stakeholders have warned.  Sean Henaghan, who runs AMP Capital Investors’ Future Directions multimanager funds, said investors have become less averse to performance fees as the fees become structured more fairly.  One manager gripe towards models dominated by performance fees is that they encourage punting, particularly after a couple of bad years when the prospect of earning a positive perfor­mance fee looks distressingly remote.

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GESB gets another internal boost with first quant strategist

For its second major hire in as many weeks, the $8 billion GESB has appointed a former AMP Capital structured product specialist as its first quantitative strategist, to build a risk and analytics capability to cover its full investment portfolio.

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Nicholas Applegate withdrawal raises bigger questions


Greg BrightJohn Hamer, the Australian head of Nicholas Applegate, the San Diego-based equities and bond manager, got the phone call about 30 minutes before he was to have an important meeting with his largest client, AMP. Both his sales office in Sydney and the client service office in Melbourne were to be closed with just a few days notice.


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