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A platform for education

A platform for education

4 December 2013

With increasing emphasis being placed today on the importance of financial management across all sections of society, there is a distinct need for improved financial literacy in education. As a growing number of technology-based resources are steadily integrated into the classroom, is there an opportunity for investment platforms to examine how they could help improve... MORE

Superannuation: efficiency or innovation?

Superannuation: efficiency or innovation?

13 November 2013

Darren Stevens Does a technology focus on efficiency inevitably lead to a trade-off for innovation? Recent history would suggest that the answer is “yes”. It’s fair to say that the superannuation industry is lagging the wealth management and banking sectors, in terms of member engagement, access to account details and so on. The industry has undergone a... 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

25 years of ALFI & UCITS

25 years of ALFI & UCITS

24 September 2013

Aubrey Nestor Last week I attended the annual ALFI (Association of the Luxembourg Fund Industry) Global Distribution Conference in Luxembourg. It is one of the industry’s flagship events with plenty of networking opportunities and a high quality conference programme covering distribution, regulatory updates, new products and tax implications. This year the Association celebrates 25 years of existence... MORE

Are SMSFs out of control?

Are SMSFs out of control?

12 September 2013

David Barrett The story of Self Managed Super Funds (SMSFs) and their seemingly ever increasing popularity with Australians is hardly a new one. Indeed, typing the words “smsf growth” into Google currently yields more than 300,000 results. However, the language being used to describe SMSF growth recently seems to have taken on a rather dramatic tone. Various... MORE

Waiting to exhale – what happens after Stronger Super compliance?

Waiting to exhale – what happens after Stronger Super compliance?

29 August 2013

Jason Tong I recently heard a line that really piqued my interest; “it would be nice to spend on something other than compliance”. This line really got me thinking, after Stronger Super – what then? What will superannuation funds be investing their IT dollars in? The big phrase on the street at the moment is member engagement... MORE

What does HM Treasury’s new investment management strategy mean for UK funds?

What does HM Treasury’s new investment management strategy mean for UK funds?

7 August 2013

In a beauty parade of global funds centres, how attractive is the UK? While the UK is still Europe’s leading centre for fund management, its share of fund domicile has fallen in the last decade, losing ground to both Luxembourg and Ireland. It is also under increasing competitive pressure from jurisdictions outside the EU. This... 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

Optimising member engagement in the evolving MySuper environment

Optimising member engagement in the evolving MySuper environment

29 May 2013

John Burke I recently chaired a round table that discussed ways in which the superannuation industry can increase positive engagement with its members amidst the developing MySuper environment. Now, more than ever before, there is the belief of a greater opportunity for the superannuation industry to engage with customers and drive long-term interest. While our panel of... MORE