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Edition: 120

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Edition 120

  • 31 July 2015

Real estate outlook, be aware of bank bias, quotas for independent super fund directors, the dire state of fund manager research, and dealing with buying property for a non-existent SMSF.

The underfunded world of fund manager research

The research on fund managers within the wealth management industry is under resourced, under appreciated, over worked and under paid. It should be considered a source of competitive advantage, not a cost centre.

Is bank bias worth the risk?

The Big 4 banks make up nearly 30% of the ASX, and Australian shares make up a significant proportion of most multi-asset portfolios. Even if you can't resist the bank dividends, you should review your level of exposure.

How VicSuper evolved its retirement income model

VicSuper decided it was unacceptable for its members to face a potential reduction in income and assets below certain levels, and its approach has evolved to help achieve income security in retirement.

Property excitement, a Saturday auction and an SMSF

There are some potential solutions for those who jump the gun with SMSF property investing, but it would be much better to curb your enthusiasm and set up the SMSF well in advance.

Super fund directors and Independents’ Day

The mandating of independent directors for Australian super funds is facing resistance. While it's difficult to define 'independence', global experts on board governance provide support for the government's stance.

Most viewed in recent weeks

2 billion reasons to fix retirement income

A proposal to address Australia's 'stranded balances' in retirement by requiring super funds to transition members to pension phase at 65, boosting retirement income and reframing super as a source of income.

The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Do super funds need a massive wake up call?

UK retirement expert, Guy Opperman, believes super funds are failing at supporting members in deaccumulation. Here is what Australia should do about it. 

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

Reforming the taxation of wealth and wealth transfers

As the budget approaches debate continues about the need and method for addressing wealth inequality. Could reinstating wealth transfer taxes be the answer?

Welcome to Firstlinks Edition 662 with weekend update

The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.

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