Jamie Bonic, Head of FX Investor Sales APAC, and Ray Attrill, Head of FX Research, joined ASFA to discuss the launch of NAB’s Super FX hedging survey.
NAB presents detailed insights into superannuation investment behaviours and trends in our comprehensive survey of Australian Superannuation Funds undertaken every two years and opening again for 2023.
NAB and ASFA examine superannuation portfolio holdings disclosure data released this year as part of regulatory changes aimed at enhancing industry transparency.
Insights, Trends & Case Studies
Head of FX Strategy, Ray Attrill and Director, Currency Overlay Solutions, Mike Symonds discuss the results of our 10th Biennial Superannuation FX Hedging survey with ASFA.
NAB's 2021 biennial Super Fund FX Survey highlighted that on average, close to 47% of funds’ assets are allocated offshore.
New NAB research shows how asset managers are working towards a more sustainable future through their investing activities and how companies can best embrace the change.
Our 10th biennial survey – the only survey of its kind to examine hedging techniques of Australian Super Funds – captures their shifting priorities in this rapidly changing landscape.
A new NAB report offers insights into how asset managers are incorporating sustainability metrics into their investing activities and what companies can do to develop best-in-class strategies.
The caps on super mean many of Australia’s wealthiest families are looking to park their savings elsewhere. So what are the options?
Our Head of FX Investor Sales APAC and Head of FX Research joins ASFA CEO to discuss the 2021 survey.
Turmoil in financial markets can have a dramatic impact on superannuation funds’ currency hedging strategies, the recent Association of Superannuation Funds of Australia conference heard.
Venture capital is too important for investors to ignore as it occupies an increasingly large part of the global economy and provides opportunities not available elsewhere, experts told the 2019 Association of Superannuation Funds of Australia.
Climate change is a long-term problem, but when it starts to affect asset prices it will happen very quickly, experts told the recent 2019 Association of Superannuation Funds of Australia.
Listed companies and superannuation funds can lift returns and boost Australia’s economic growth if they work together, the recent 2019 Association of Superannuation Funds of Australia heard.
Too many Australian business owners have less super than their employees. Watch this video to find out how you can better plan for your future.
The recent NAB Super Evolution conference considered the implications of low interest rates on investments and asset allocations, and how that could affect superannuation returns.
Amid an expensive market and an uncertain global economy, fund managers are cautioning discipline, though there are opportunities for investors to look outside traditional markets and work on assets.
The super sector will undergo changes in the next five years that will bring fewer and larger funds, more intrusive regulators and a sharp focus on returns and fees, says Martin Fahy, chief executive officer of the Association of Superannuation Funds Australia.
In a rapidly consolidating sector, trustees must consider many factors as they eye potential tie-ups.
Our 9th biennial survey – the only survey of its kind to examine hedging techniques of Australian super funds – captures their shifting priorities in this rapidly changing landscape.
Technology has already revolutionised back offices at superannuation funds and wealth management businesses, and is soon to transform customer service as well.
Tapping into a giant retirement savings pool.
Australia’s superannuation funds are turning to venture capital for the outsized returns the sector can generate and to diversify their portfolios, the 2018 ASFA Conference heard.
2017 was marked by a return to stability following the volatility of recent times and the rise of innovative new products, especially in the green and social sectors.
Aussie superfunds face a world where investment themes are changing and there’s a continued search for yield. NAB’s latest Superannuation FX Hedging survey indicates they’re up to the challenge.
NAB’s most recent FX Hedging survey shows that superfunds are adapting their hedging strategies, thanks in large part to an increase in size.
Our 8th biennial survey captures the shifting priorities of Australian super funds in a rapidly changing landscape.
Socially responsible investing (SRI) means integrating non-financial factors – such as ethical, social or environmental concerns – into the investment process with the aim of earning both a financial return and a moral ‘return’.
With far-reaching changes to super just around the corner, business owners need to understand what they will mean to them – before July 1.
On 1 July 2017, some of the biggest changes to superannuation in a decade come into effect. Some of the rules and tax concessions available are changing; discover what this means for you and what opportunities you could make the most of before the end of the financial year.
Now is the time to consider what action to take.
Steve Lambert, EGM Capital Financing, explains, innovation and volatility again dominated 2016. Markets were challenged by social, political and economic events which brought about new opportunities for our customers. We delivered insights and solutions to help them face into the increasing environment of disruption and regulation.
As Australia’s population ages and ‘baby boomer’ retirements head toward their zenith in 2025, a discussion on the Retirement Risk Zone, that is the 10 years leading to retirement, is timely.
This is the sixth in a series of reports prepared by the Australian Centre for Financial Studies for National Australia Bank aimed at explaining the potential role of corporate bonds in retail investor portfolios and promoting growth of the corporate bond market.
The concept of assessing a company’s quality gained popularity after the collapse of the tech bubble of 2001. Here we explore the quantitative and qualitative measures implemented to determine quality investments.
NAB joins with the Australian Centre for Financial Studies to launch their report ‘Improving access to the Corporate Bond market for retail investors’ which assesses where the market currently is, the factors affecting its growth, and the impediments to connecting investors and issuers.
If you're thinking of buying an investment property, financial commentator Peter Switzer explains what’s involved in property investment through Self-Managed Super and the key advantages and limitations to consider before making a decision.
Financial commentator, Peter Switzer, explores property investment through Self-managed Superannuation Funds (SMSFs). Peter explains the benefits of borrowing through an SMSF, steps to get an LRBA as well as some 'Do nots' when considering if it's right for your situation.
With the world’s fourth largest pool of funds under management, Australia’s superannuation industry is only set to grow. Here’s a look at how our ageing population is managing its retirement funds for the future.
Nearly half of Australians are undecided on whether they will have to sell the family home to fund their retirement, the latest MLC Wealth Sentiment Survey has found. The quarterly survey has found 11% of Australians already plan to sell the family home to fund their retirement…
A recent survey shows that over half of all Australians don’t expect to have enough money to retire on. NAB Group Chief Economist, Alan Oster and General Manager of Wealth, Business Banking, Iain Rogers look at how small business owners and individuals can better prepare for retirement.
Taking a career break to raise kids has been identified as the most significant barrier to having sufficient retirement savings and majority of survey participants (68%) have given little consideration to a major future financial setback, according to the latest survey findings.
The end of financial year is a busy time for the businesses, but there’s still an opportunity to get yours into shape for June 30. Executive General Manager of NAB Business, Angela Mentis shares seven practical strategies to help your business make the most of tax time.
The end of financial year is a busy time for the healthcare sector, but there’s still an opportunity to get your business into shape for June 30. NAB Health General Manager, Nehemiah Richardson shares seven practical strategies to help your business make the most of tax time.
In the leadup to the end of the financial year, NAB Private Wealth shows you how to build and protect your wealth the tax effective way.
In this edition, Business View magazine highlights the success of businesses working with, inspired and supported by family. Our cover story features how Mildura Brewery owners Stefano de Pieri and wife Donata Carrazza successfully blend family and business.
Farmers looking to retire or play a less active role in the family business have a special set of considerations at tax time. Farmers are encouraged to investigate the most effective tax solutions and their longer term wealth creation.
The Federal Budget contained few tax surprises, with most of the key revenue changes previously announced by the Government, including the expected additional tax for high income earners, while the Indexation of Fuel Excise will impose an additional cost on both business and individuals.
For small to medium business owners, the 2014 Federal Budget contained both certainties and uncertainties. Andrew Conway, Chief Executive Officer of The Institute of Public Accountants (IPA) shared his views on what the Budget means for the sector.
There’s a lot of change in this year’s budget, so understanding how the Federal Budget impacts you and your business can be challenging. That’s why our team of economists and industry experts have been working around the clock to break it down.
NAB Group Chief Economist Alan Oster provides a pre-budget overview of what he thinks we can expect to hear from Treasurer Joe Hockey’s first Federal Budget announcement next week.
Ahead of the upcoming Federal Budget, there is a lot of focus on the Commission of Audit’s findings, and putting the Budget on a sustainable medium term path as the population ages, health and pension costs rise, and the proportion of tax payers declines.
NAB’s Director of Fixed Income, Mark Todd discusses setting-up a self-managed superannuation fund with Sue Wang from Mercer.
In a break with tradition, young people are taking a more active interest in their superannuation with the 30-49 year old group being the most concerned about planning for retirement, according to the latest quarterly MLC Wealth Sentiment Survey.
How to add Australian Debt Securities & Corporate Bonds to a portfolio. The fourth research report examining the Australian corporate bond market. In this report we place the Australian market in an international context and speculate on what the future holds for the asset class.
Almost one third (31.7%) of Australians expect a large financial shortfall at retirement with a further 25% expecting a shortfall to some extent, according to a special report: MLC Retirement Survey.
New Year is the perfect time to be considering and reviewing your strategies for the year and putting your plans in place to make the most of opportunities. Our message to farmers is that if they’re ready for more in 2014, we’re here and ready for them.
In this edition, we delve into the experiences of finance commentator turned business builder Alan Kohler, detail bringing an invention to life and explore running a business in an extreme climate. We also cover retaining staff, handling tax in your SMSF and negotiating contracts in China.
Australian Debt Securities and Corporate Bonds - What’s the risk? Important considerations for Investors. We bring you the second of five research reports examining the Australian corporate bond market, prepared for National Australia Bank by the Australian Centre for Financial Studies
As we approach the end of another financial year, Bongiorno Group’s Director, Michael Waycott, discusses tax-effective strategies, recent changes that may affect healthcare providers and why you should start planning now for next year’s return.
At the end of the financial year it’s important to make sure your tax affairs are in order. The Australian Tax Office has provided information about recent changes that might affect your business and a checklist of common mistakes you’ll want to avoid.
Chances are you have a self managed super fund (SMSF) because you like the extra flexibility that it can provide. But to make the most of your fund, you need to keep up with the latest rules and legislation changes.
NAB’s Senior Tax Advisor and panel of leading economists break down the tax impacts from the 2013 Federal Budget. Understand what the changes are for individuals and businesses including a recap on those that were previously announced.
NAB’s Group Chief Economist, Alan Oster, looks at the key reforms impacting Big business. The Federal Budget focuses on a crackdown on profit shifting, banning of dividend washing, reducing thin capitalisation safe harbour, removal of R&D and exploration incentives.
For business owners, the end of financial year is the time to get things in order. Here are 11 strategies that could help you build and protect your personal and business wealth in a tax-effective manner.
The Council of Small Business Australia’s (COSBOA) CEO, Peter Strong, provides his summary of what the Government’s Federal Budget announcement means for small businesses – do they stand to benefit or will they be worse off?
The Council for Small Business Australia’s CEO, Peter Strong, talks to Business View, about the key areas they’d like to see addressed in tonight’s 2013 Federal Budget announcement and how those areas could help the broader Australian economy.
With over $1.5 trillion of savings invested, superannuation remains the largest asset for most Australians outside the family home, and one of the most tax-effective savings vehicles available.
The carbon pricing budget black hole may sound bad now, but it’ll get far worse due to completely unrealistic assumptions in the Coalition’s budget costings. It’s been reported that Treasury will now dramatically revise down the expected revenue from the government’s carbon pricing scheme.
Want to maximise your retirement savings? Property investment through a Self Managed Super Fund could be an effective way to save for your retirement and may be tax effective.
Self managed super funds (SMSFs) have a number of benefits for farmers including control, flexibility and concessional tax treatment, but they’re not for everyone. Bill Adams, NAB’s National Manager of Agribusiness Wealth, discusses the pros and cons of SMSFs.
Basel 3 represents significant regulatory change, with profound impact on the global financial system, including Australia. This publication and related articles look at the likely impacts of Basel 3 and potential opportunities for Superannuation funds.
As a business owner, you diversify risks and investments everyday, but you mightn’t be doing this in your personal life. This week on Kochie’s Business Builders, Iain Rogers of NAB Wealth shares some simple strategies that’ll help build, manage and protect your wealth for the future.
In this edition of Business View, we talk to Federal Treasurer Wayne Swan and hear from some of Australia’s most unique and successful business owners, including Maggie Beer. We also offer new angles on pricing, marketing, self managed super funds and creativity in the workplace.
We bring you the first of five research reports examining the Australian Corporate Bond Market, prepared for National Australia Bank by the Australian Centre for Financial Studies.
Where many farming families trip up is that they have no succession plan in place. Help keep your farm’s future secure by rolling out a succession plan now, cautions NAB’s Agribusiness Wealth National Manager, Bill Adams. He explains the process.
Are your tax records are up to date? Do you know how to effectively reduce your taxable income? NAB Health’s John Minto shares some pointers.
This digital version of the 13th issue of Business View includes case studies and features designed to help you get your business firing on all cylinders.
Property can be a means to reduce your tax bills and help fund your retirement. Read up on tax tips and property strategies for the healthcare sector with NAB Health Senior Financial Planner, Matthew Wilson.
Self-managed superannuation can help you build personal wealth away from the farm. But you need to be aware of the rules.
No matter what the size of your business, it’s never too early to start securing a retirement nest egg and planning how to comfortably fund your future lifestyle.
Business owners can gain valuable tax concessions by establishing a self-managed superannuation fund.