Time to break the cycle of ‘intergenerational theft in infrastructure investment’

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Prominent businessman and academic Talal Yassine OAM has called on the Federal Government to break Australia’s cycle of underinvestment in infrastructure by underwriting local superannuation fund investment in needed infrastructure... Read more continue reading

Australian Catholic Super re-commits to Parametric

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Australian Catholic Superannuation and Retirement Fund (ACSRF) has awarded the specialist implementation manager Parametric another $60 million of its international equities portfolio to manage under Parametric’s tax-managed indexing (TMI) strategy.... Read more continue reading

Sustainable investing, fertile ground for Nanuk

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Resource constraints and environmental challenges like climate change, pollution and water scarcity are real. Global governments have been increasingly focussed on addressing these challenges, for example China with its tighter... Read more continue reading

What is Objectives-Based investing?

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Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives.  The result is one or more customised... Read more continue reading

Getting your SMSF compliance right

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Self-managed superannuation funds (SMSFs) now account for the management of almost one-third of all superannuation in Australia. They have become popular with many Australians over the last decade as an... Read more continue reading

When bits meet atoms

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In this third of a three-part series penned by Epoch Investment Partners, the ‘tech is the new macro’ theme is explored further to consider the implications of the second machine... Read more continue reading

Deregistration of SMSF corporate trustee

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Companies in Australia are legal entities – virtual people. They are capable of doing many things in their own right, including acting as the trustee of a self-managed super fund.... Read more continue reading

Keeping your SMSF compliant when overseas

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SMSF trustees need to be careful when going away overseas for extended periods as they face many risks including losing residency These include: Failing the Australian residency requirements for the... Read more continue reading

Success of AIA Australia’s Claims on Wheels initiative prompts national roll-out

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AIA Australia’s industry-first initiative, Claims on Wheels, is exceeding expectations for service and customer experience, prompting the insurer to take the innovative program nationally in the coming months. Claims on... Read more continue reading

When inheriting from friends not family

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It’s not often that a person gets the chance to inherit the estate of someone who is not a member of their family.  But it does happen and has its... Read more continue reading