month’s

Opinion

No respect for privacy

You’d never actually shed a tear for private equity managers, but it’s hard not to sympathise with them a little of late. They’ve been downweighted by no less an authority than The Future Fund, their fiduciary fund champions continue to slide down the performance pop charts, and Watson Wyatt released an entire report detailing, in […]
Opinion

No respect for privacy

You’d never actually shed a tear for private equity managers, but it’s hard not to sympathise with them a little of late. They’ve been downweighted by no less an authority than The Future Fund, their fiduciary fund champions continue to slide down the performance pop charts, and Watson Wyatt released an entire report detailing, in […]
Administration

Merger tax break spurs Suncorp-Asteron clean-up

Suncorp Wealth Management has  taken advantage of the Government’s  temporary waiver of capital loss crystallisation  on successor fund transfers to  dramatically simplify its retirement  savings offerings, reducing the number  of unit prices it cuts daily from 1000 to 150. 
Unintentional

Rollover relief on deck, Maritime Super sets sail

The $2.6 billion Maritime Super will conduct a full review of its investment portfolios over the next 12 to 18 months on the back of the long-awaited merger of the two maritime industry super funds on March 1. The merger between the $1.5 billion Stevedoring Employees Retirement Fund (SERF) and the $1.1 billion Seafarers Retirement […]
Opinion

A tale of two superannuants

The internationally-renowned community advocate, Rhonda Galbally, made a piercing observation about us all at last month’s Australian Institute of Superannuation Trustees’ Sydney luncheon discussing retirement adequacy. “The lack of a whopping great inheritance tax shows Australians don’t mind social inequity,” she said. It’s certainly true that older, cashed-up Australians have been doing disproportionately better out […]
Opinion

A tale of two superannuants

The internationally-renowned community advocate, Rhonda Galbally, made a piercing observation about us all at last month’s Australian Institute of Superannuation Trustees’ Sydney luncheon discussing retirement adequacy. “The lack of a whopping great inheritance tax shows Australians don’t mind social inequity,” she said. It’s certainly true that older, cashed-up Australians have been doing disproportionately better out […]
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