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Thought leadership and analysis across a spectrum of issues and challenges faced by companies both in Australia and around the world.
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ImageTitle/DescriptionArticle Date 
Example Superannuation Series Annual Financial Reports 30 June 2013

Example Superannuation Series Annual Financial Reports 30 June 2013

For 30 June 2013 reporting. A possible format for annual financial statements, based on a fictitious fund under AAS 25.
Modified date: 22/05/2013
21/05/2013
Regulatory update
Adequacy of retirement incomes policy

Adequacy of retirement incomes policy

Damian Ryan discusses the proposed increase to the superannuation guarantee contribution, and the long term adequady of Australia's retirement incomes policy.
Modified date: 20/05/2013
19/05/2013
Business and industry issue; Regulatory update
2013 Federal Budget and the superannuation industry

2013 Federal Budget and the superannuation industry

An analysis of the 2013 Federal Budget and implications for the superannuation industry.
Modified date: 15/05/2013
14/05/2013
Business and industry issue
Evolving distribution models in asset management

Evolving distribution models in asset management

In this second report in our Agile Asset Manager series, we focus on the way distribution functions are structured, organised and managed.
Modified date: 13/05/2013
12/05/2013
Business and industry issue; Survey report
Agile Asset Manager

Agile Asset Manager

A series of thought leadership publications for CEOs and management teams of asset management organisations.
Modified date: 13/05/2013
12/05/2013
Publication series
The Agile Asset Manager

The Agile Asset Manager

This report explores how agility can be created and deployed in support of developing and operationalising business strategy.
Modified date: 13/05/2013
16/08/2011
Case study; Survey report
Changes to tax-preferred trust distributions?

Changes to tax-preferred trust distributions?

Peter Oliver discusses the ATO's view on the assessability of distributions of tax deferred and CGT concession amounts by unit trusts.
Modified date: 1/05/2013
30/04/2013
Business and industry issue; Regulatory update
Could domestic super funds find themselves in pole position?

Could domestic super funds find themselves in pole position?

Paul Abela discusses the potential benefit of recent changes to investment tax rules in the US for Australian superannuation funds.
Modified date: 26/04/2013
16/04/2013
Business and industry issue; Regulatory update
Tax in Focus: Reforms to superannuation

Tax in Focus: Reforms to superannuation

On 5 April 2013, the Australian Government announced reforms aimed at improving fairness, sustainability and efficiency of the superannuation system.
Modified date: 5/04/2013
4/04/2013
Regulatory update
Investment Management Industry Insights – March 2013

Investment Management Industry Insights – March 2013

A snapshot of the key trends, issues and challenges facing the investment management industry.
Modified date: 25/03/2013
24/03/2013
Business and industry issue; Survey report
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