Having strong performance relative to the listed benchmark portfolio will be important for funds as the government’s new test begins, Con Michalakis says.
Funds will need to think carefully about marketing and branding activities in light of the government's proposed best financial interest amendments which bans the use of member money for branding while adding oversight to marketing spending.
UNSW students have highlighted the tension between tailoring information to be more relevant with the desire for such information to be accessible at a low cost as part of a 'sandbox challenge' that has yielded some illuminating results.