Displaying all 10 episodes

Size, influence & concentration: Superannuation at a tipping point

With politicians questioning an apparent harmonisation of superannuation funds' influence in local markets, Investment Magazine's Matthew Smith invites to Unisuper's Luke Barrett, general council at Unisuper and academic David Gallagher, to discuss concentration and intent of investment teams and their proxy advisers as they grow in size and influence relative to the public markets and private assets they invest in.

Proper coverage: Stapling and its effect on insurance

AIA general manager group distribution, Anthony Clough, and Mercer partner, Tim Jenkins, speak to Investment Magazine’s Stewart Hawkins about insurance in super – how the new stapling rules may affect outcomes for members and what the future holds for insurance products in the industry.

Going global: Addressing governance as funds expand investments overseas

ACSI CEO Louise Davidson and Aware Super CIO Damian Graham speak to Investment Magazine’s Stewart Hawkins about two issues affecting Australia’s super landscape – globalisation and governance. Are super funds in Australia running out of local assets to invest in? If so, where are the opportunities?

The big sell: The need to market funds to consumers

Mercer Super CEO Tim Barber and KPMG’s national section leader for asset and wealth management Linda Elkins speak to Investment Magazine’s Stewart Hawkins about the controversial issue of how super funds market directly to consumers and whether the members’ money they spend doing so is justified.

Trustees and the age of accountability

UNSW governance and litigation expert Scott Donald and former risk officer advising trustee boards Damian Murphy talk to Matthew Smith about accountability of trustee directors and the impact new rules and recent regulatory actions will have on the structure of profit-for-member funds.

Who’s interests is superannuation serving anyway?

Brendan Coates from the Grattan Institute and SDA national assistant secretary Julia Fox debate the level of the superannuation guarantee and the clarity of the purpose of super as well as consider what the superannuation industry could do to better serve itself in a changeable policy environment.

Fair gains: How to determine senior salaries in super

Robert Walters’ Associate Director and Recruitment Specialist Mel Munro and Mercer Principal and Human Resources Consultant Michael Moses talk to Investment Magazine’s Stewart Hawkins about the vexing question of remuneration in the super industry, who should get paid what and why – an issue made particularly complex because of the compulsory nature of the way funds collect assets and the fiduciary duty they have to their members.

The dial has shifted: New risks and obligations of climate change

David Barnden, the lawyer responsible for bringing the landmark climate change case against Rest Super and Liza McDonald, head of responsible investing at Aware Super, talk to Matthew Smith about the shift in the climate change discussion within the superannuation industry, the member-led movement for change, government inaction and tough conversations with some asset managers.

Mergers, acquisitions and the great consolidation trend

Outgoing chair of Togethr Trustees Andrew Fairly and Chant West general manager Ian Fryer talk with Investment Magazine's Matthew Smith about the great consolidation trend as well as run the ruler over some recent deal structures and funding situations before making predictions for how further consolidation will play out.

Ideology, economics and the Superannuation Guarantee

Liberal Party MP Tim Wilson and independent economist Saul Eslake speak to Investment Magazine’s Stewart Hawkins about the three pillars of retirement in Australia, whether super should be used to increase home ownership, the downside of increasing the superannuation contribution rate and navigating the minefield of ethical investing versus funds’ fiduciary duties.