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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

European transfer agency: how does it stack up?

European transfer agency: how does it stack up?

2 May 2013

Andy Chesterton Have you ever considered how the solutions serving the European transfer agency (TA) market differ against the solutions offered in America and Asia, and the unique characteristics that make up these markets? Taking Europe first, the funds market has traditionally been separated into national silos. It was distinguished by different currencies, regulations, tax laws, customs... MORE

“Reforms to make the superannuation system fairer” or tinkering and increasing pressure?

“Reforms to make the superannuation system fairer” or tinkering and increasing pressure?

15 April 2013

Darren Stevens By virtue of its very nature, the super industry understands that it will continually be in a state of change. The size and growth of this industry means that it will always play a major part in Government economic policy in Australia. It is important, however, that these changes count and signify meaningful improvements, rather... MORE

It’s hot in the SPAA

It’s hot in the SPAA

26 March 2013

Daryl Wright If you had any doubt that Self-Managed Super Funds (SMSFs) were ‘the’ hot area in superannuation and private wealth right now, then you only needed to go to this year’s annual SMSFs Professionals Association (SPAA) conference. The buzz and energy from the participants made the conference unlike any other on the superannuation circuit. Being the... MORE

The wealth management industry in Australia: 2012 predictions confirmed and the shape of the year to come

The wealth management industry in Australia: 2012 predictions confirmed and the shape of the year to come

19 February 2013

Roland Slee As we entered 2013, I spent a bit of time taking stock of the previous year and planning for the months ahead. As part of this process I engaged in some interesting conversations with my colleagues, in which we shared our thoughts around the shape of the year ahead for the wealth management industry in... MORE

The way forward for SMSF

The way forward for SMSF

29 January 2013

David Barrett The last six months has seen an extraordinary level of take-over activity in the Self Managed Super Fund (SMSF) administration space. With even the largest of SMSF administration firms holding less than two per cent of the overall market, the potential for consolidation has become an increasingly hot topic among industry insiders, and many have... MORE

In the event of a Eurozone exit, will you be ready?

In the event of a Eurozone exit, will you be ready?

14 January 2013

Aubrey Nestor The Eurozone crisis has stuttered along for so long without a solution, it almost feels like the norm. The drawn out nature of the situation has meant though that technology providers have had plenty of time to prepare for the likely eventualities associated with one or more countries exiting the Euro. From a transfer agency... MORE

Creating an emotional connection with retirement savings

Creating an emotional connection with retirement savings

6 December 2012

David Barrett With Australia’s total pool of superannuation savings recently smashing through the $1.4 trillion mark, one of the more astonishing statistics that we consistently see reported is the proportion of Australians who have little or no understanding of how their retirement savings are being managed. The most recent of these is an ING DIRECT Financial Wellbeing... MORE