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Super funds move investment management in-house

Super funds move investment management in-house

25 November 2015

Daryl Wright In a superannuation landscape where downward pressure on fees is a constant challenge, an increasing number of funds are seeking to gain a competitive edge by bringing parts of their investment management in-house. Traditionally, Australian super schemes have engaged specialist fund managers to manage money on their behalf across a range of asset classes –... MORE

Big data, big opportunity

Big data, big opportunity

4 May 2015

Despite its high profile and buzzword status – in practice, big data and analytics continues to be underutilised and less than adequately applied by a number of financial services businesses. With such wide recognition, why are companies still missing a trick? Historically, data was most often used as a statement of fact – what has... MORE

Whitepaper – Top 10 trends in the superannuation industry. Why funds must bite the system modernisation bullet.

Whitepaper – Top 10 trends in the superannuation industry. Why funds must bite the system modernisation bullet.

6 November 2014

Darren Stevens Following on from my previous whitepaper on the top 10 trends in life insurance, and with the upcoming ASFA National Conference just around the corner, I thought it timely to look at the superannuation industry next. This whitepaper identifies 10 major trends in the Australian super industry and assesses their future impact on the sector.... MORE

Sharpen your focus

Sharpen your focus

23 July 2014

Increasingly, wealth management businesses are turning to managed services to deliver their administration software and underlying IT infrastructure. The managed services model sees the day-to-day management of an administration system outsourced to a specialist software vendor, leaving businesses free to focus on their strengths. In the past, IT solutions in wealth management typically evolved very... MORE

Selecting software: the start of a long relationship

Selecting software: the start of a long relationship

17 June 2014

Darren Stevens When it comes to selecting a wealth management software application, for many organisations the decision centres on functionality and price. As a key investment for the business, the software platform must be proven to perform to defined standards, and be priced at a level that enables the organisation to operate successfully and profitably, well into... MORE

Building the foundations for post retirement

Building the foundations for post retirement

13 March 2014

Michelle Lusty In Australia, the focus within the superannuation industry for the past thirty years has been on accumulation of savings. Over that period, product development has been driven by accumulation needs, and super funds have focussed on acquiring members saving for their retirement. Product differences between accumulation and post retirement products mean that many retirement products... MORE

Superannuation and the future: the role of technology

Superannuation and the future: the role of technology

12 February 2014

Catherine Musgrave The shape of the superannuation industry in Australia has changed remarkably over the past twenty five years, since the introduction of the Super Guarantee Charge in 1992. Originally just three per cent of salary was mandated to be invested in superannuation. In 2014 this has risen to 9.25 per cent and is scheduled to continue... MORE

Technology rewrites the map of the wrap and platform market

Technology rewrites the map of the wrap and platform market

25 October 2013

Catherine Musgrave In the mature wrap and platform market in Australia a number of key players have amassed large scale and dominant market share after many years of technology development and investment, built up over years of industry development and change. Throughout all these years of evolution, there have been some constants. Advisors demand more ease of... MORE

Balancing the scales: weighing up operational risk

Balancing the scales: weighing up operational risk

15 October 2013

Regulations that aim to boost oversight and transparency post crisis are adding to the pressure on fund administrators. How can they balance managing operational risk against achieving operational efficiency, whilst at the same time maintaining economies of scale? There has been a recent trend in the transfer agency space to increase the number of control... MORE

Keeping SMSFs ‘exotic’

Keeping SMSFs ‘exotic’

11 July 2013

David Barrett As the Self Managed Super Fund (SMSF) sector continues to go from strength to strength, an ever increasing number of service providers are joining the crowded marketplace in an attempt to get their slice of the half-trillion dollar SMSF pie. As competition grows and consumers start to become spoilt for choice, administrators are increasingly considering... MORE