Asset Management Publications

Superannuation & Investment Management Insights

Stronger Super – Final details released

This Superannuation Insight focuses on a few key measures that are likely to have a major impact on the industry and what you need to consider in relation to these, and when. [PDF]

Financial
Services Council /
PwC CEO Survey

Shaping the future of our industry

This year we again had responses from CEOs representing approximately 80% of assets under management, including Australia's top 10 wealth managers.

Australian Fund Manager's Roadmap to Japan

Roadmap to Japan

The Japanese funds management market is poised for significant growth. The demographic shift will drive demand for offshore investments among Japanese investors.

Asia Region Funds Passport [2010]
Asset Valuations - How confident are you? [2009]
Australia FATCA Insights - Observations on latest guidance [PDF: Apr 2011]
CFDs on ASIC's Radar – what does it mean for CFD providers? [PDF: Aug 2010]
Cutting Distribution, Repaying Debt [2009]
Global Investment Management Survey [2006]
Global Investment Management Survey Findings [PDF 244 KB: 2006]
Government further clarifies Future of Financial Advice reforms [PDF: Apr 2011]
How is US regulation impacting Australian asset managers? [PDF: May 2011]
Ideal Fund - Reengineering the fund value proposition [PDF 1.4 MB: 2009]
Investment Management CEO Survey [2008]
Investment Management Survey [PDF 409 KB: 2007]
Managing Investor Equity in Illiquid Markets [2009]
PwC/FSC CEO Survey [2011]
Regulatory change in wealth management… are you getting ready? [2011]
Responsible Investment, Stakeholder Insights [2009]
Roadmap to Japan [2011]
Securing the talent to succeed [Nov 11]
Systemic Tax Error [2009]
The Henry Tax Review [2010]
The Ripoll effect - What is your vision for the future of financial advice? [PDF: Jun 2010]
Wealth Management CEO Survey [2009]

Superannuation

2011-12 Federal Budget - Changes to Superannuation [PDF 106 KB: 2011]
Asset Management Insight - Super Fund Mergers [PDF 113 KB: Jun 2011]
Asset Management Insight - GS007 [PDF 396 KB: Feb 2010]
Operational Risk Reserves for Superannuation [PDF 300 KB: 2010]
Superannuation Liquidity [2009]
Superannuation Risk Management Strategies & Risk Management Plans [2009]
Super News [PDF 106 KB: Dec 2011/Jan 12]
Taxation of Australian Superannuation for Temporary Residents [PDF 280 KB: 2009]

Superannuation and Investment Management Insights

Investment Manager Regime for Foreign Funds [PDF 30 KB: Dec 2011]
Stronger Super – Final details released [PDF 282 KB: Oct 2011]
Financial Assistance Funding Levy [PDF 69 KB: Jul 2011]
Changes to Regulatory audit requirements – 2011 [PDF 90 KB: Jun 2011]
Repeal of APRA Circular II.D.7 – Derivatives [PDF 120 KB: Feb 2011]

Articles in the Association of Superannuation Funds of Australia SuperFunds magazine

Creating the Ideal Fund [PDF 227 KB: 2009]
Maximising Merger Value [PDF 150 KB: 2009]
Mergers - Avoid a slip up [PDF 123 KB: 2009]

Please contact

Hugh Harley: Financial Services Leader, Sydney; Tel: +61 2 8266 5746
Andrew Wilson: Partner, Sydney; Tel: +61 2 8266 3337

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