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Intra-fund advice focus and other covid responses to stick

Big super funds are looking at permanent changes to their communications strategies, advice model, administration and general member experience as a result of covid-19. Intra-fund advice is high on the agenda. QSuper, a pioneer among super funds providing full financial planning services to members, refined its advice model early last year to focus on intra-fund…

Greg Bright | 21st May 2021 | More
CMSF keeps the fire burning for a new audience

The rhetoric was similar, though not quite as fiery. But the audience was different. A lot has changed since the first CMSF, held symbolically, in Wollongong. In 1990, Wollongong, NSW, was still referred to as the ‘steel city’. BHP had only begun to shut down its furnaces in Australia. Labor was in power federally and…

Greg Bright | 20th May 2021 | More
  • MAX Awards: the winners may well be…

    The annual MAX Awards returns to a live-action dinner format at Sydney’s Luna Park on June 10, and this masthead’s tips and comments also return to assist voters’ deliberations. The awards produced by Financial Standard, a part of Rainmaker Information,  mark the 26th year as the only awards which focus on marketing and sales achievements…

    Greg Bright | 15th May 2021 | More
    Impact investing best practice benchmark

    BlueMark, an impact investment verification service provider, has launched a benchmark for tracking best practices in impact management. It is designed to root out impact washing. The global benchmark allows market participants to differentiate between impact ‘leaders’ and ‘learners’, the US-based BlueMark said last week (May 11). It is based on aggregated data and insights…

    Greg Bright | 14th May 2021 | More
  • Big managers dumped in KiwiSaver shake-up

    ANZ, ASB, AMP, Fisher and Mercer have all been dumped as the KiwiSaver default schemes following the latest government review. In a release last Friday (May 14), NZ Finance Minister, Grant Robertson, confirmed the default provider numbers would shrink to six with two new players – Smartshares and Simplicity – joining incumbents Westpac, BNZ, Booster…

    David Chaplin | 14th May 2021 | More
    Club Plus Super chooses Aussie Super for merger

    Club Plus Super, the NSW-based industry fund representing primarily the employees of licensed clubs, has elected AustralianSuper as its preferred merger partner. In a joint announcement last week (May 13), Stefan Strano, the chief executive of Club Plus, said that exploring a merger was in the best interest of members. The funds have signed a…

    Greg Bright | 14th May 2021 | More
    Directors’ skill levels scrutinised

    With increasing pressure for diversity among boards of directors and scrutiny by regulators, shareholders and their agents, spare a thought for the question of director capabilities. The Actuaries Institute dissected whether there was “an issue around the skills required to be a director”, in a plenary session last week (May 12) at the actuaries’ summit…

    Greg Bright | 14th May 2021 | More
    Investors push for returns clarity on climate

    Institutional investors are pushing companies for disclosures that clearly detail how climate-related risks impact the bottom line, according to a new global survey. The sixth annual Institutional Investor Survey carried out by specialist consultancy firm Morrow Sodali confirmed environmental, social and governance (ESG) factors are now firmly entrenched across industry practices. Almost 100 per cent…

    David Chaplin | 14th May 2021 | More
    BNP on a roll with new domestic custody business

    BNP Paribas Securities Services has put on about $140 billion of new custody business in the area of sub custody and clearing in Australia in the past 12 months, pushing it up the market share charts. David Braga, the Head of Securities Services for Australia and New Zealand, confirmed last week (May 13) that BNP…

    Greg Bright | 14th May 2021 | More
  • … as big super funds head towards a 15% return

    If their momentum holds for a few more weeks, some of Australia’s largest super funds are likely to provide a return of 15 per cent or more for the financial year, the best for at least eight years. According to discussions with the top 10 funds which made the finalists’ list for the upcoming Chant…

    Greg Bright | 14th May 2021 | More
    After all that fuss, here comes 10%

    It was a budget that will be remembered for its headline deficit more than anything else. For big super funds there was a sigh of relief for the SG and that’s about it. The removal, at long last, of the $450-a-month floor for compulsory super payments has been roundly praised, in recognition that women will…

    Greg Bright | 14th May 2021 | More
    From the Bible to Wry & Dry: musings of a wealth manager

    When Anthony Starkins was retrenched for the second time within a few months in 1998, after nearly 20 years in investment banking, he decided he should seek financial advice. His ensuing frustrations resulted in the business to which he has devoted the last 20-plus years, First Samuel Limited. “I spoke to financial planners, banks, brokers…

    Greg Bright | 7th May 2021 | More
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