13 Nov 2019

How one CIO rebuilt a fund’s investment approach

When Australian Catholic Super CIO Michael Block joined the fund, it was in the bottom quartile amongst its peer-set. In this video, Block explains....

13 Nov 2019

For life-cycle strategies, the devil’s in the detail

Life-cycle strategies are growing in popularity as a means of smoothing out a member’s super savings throughout their accumulation and retirement....

12 Nov 2019

The importance of advice in a smaller fund

Given the prevalence of disengagement from super = and the effects this can have on member outcomes - it’s unsurprising Australian Catholic Super....

05 Nov 2019

How super funds are taking public companies private

As one of the country’s largest super funds, First State Super has a range of internal and external investment arrangements. In this video, CIO D....

05 Nov 2019

The acquisition that changed a super fund’s advice approach

In 2016, First State Super acquired StatePlus, with the goal of creating "the largest member owned financial planning network in Australia." In thi....

05 Nov 2019

Why super funds need a governance budget

As super funds grow and their mandates increase in complexity, so too does their need for governance strategy. In this video, First State Super CIO....

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Latest Courses /

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Building a better business model for financial advice

In a time of sweeping regulatory change and the entrance and availability of new disruptive technologies, the financial advice is arguably at a precipice - the question is, how do you take the leap? In this series, we talk to four industry experts about how advisers can streamline their business, improve their margins and better articulate their value proposition.

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Austock Life: Imputation Bond

The Austock Life Imputation Bond Money Masters course with Richard Atkinson explores the varied roles an imputation bond can play and how these can....

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TL

SMSF insights with Bryce Doherty

Choice and control are the two main drivers compelling Australians to set up their own self-managed superannuation fund....

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Allan Gray Australia: Australia Equity Fund

The Allan Gray Australia Equity Fund with Richard Whiteoak explores the principles behind a contrarian investment philosophy and how Allan Gray uti....

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MM

Perpetual: Diversified Real Return Fund

The Perpetual Diversified Real Return Fund is designed to target a level of return while minimising risk, through utilising a multi-asset approach,....

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