lucrf investment performance measurement

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An investmentfonds wikipedia free fund also index tracker is a mutual fund or exchange-traded fund ETF designed to follow certain preset rules so that the fund can track a specified basket johann pfeiffer iforex underlying investments. Index funds may also have rules that screen for social and sustainable criteria. An index fund's rules of construction clearly identify the type of companies suitable for the fund. Additional index funds within these geographic markets may include indexes of companies that include rules based on company characteristics or factors, such as companies that are small, mid-sized, large, small value, large value, small growth, large growth, the level of gross profitability or investment capital, real estate, or indexes based on commodities and fixed-income. Companies are purchased and held within the index fund when they meet the specific index rules or parameters and are sold when they move outside of those rules or parameters. Think of an index fund as an investment utilizing rules-based investing.

Lucrf investment performance measurement what forex trading

Lucrf investment performance measurement

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Investment fees are regularly reviewed and may change from time to time. New to members online? Register here. What is it? Make a change. Investment objective. Investment strategy. Investment performance. Investment fee 0. Indirect cost ratio 0. Risk band 7. Risk label Very high.

Suggested minimum investment time frame 8 years. Expected frequency of negative annual returns in any year period Approx. Disclaimer From time to time the investment managers may hold cash. Changes to investment options. We may alter, add, remove or close investment options from time to time without prior notice. Changes to asset allocations.

Investment fees These fees cover investment management, asset custody, and other related costs and are deducted from investments before returns are applied to your account. Close We'd love to have you on board. Working in your community. We constantly monitor and assess the asset allocation for each investment option and make changes where appropriate without prior notice. These fees cover investment management, asset custody, and other related costs and are deducted from investments before returns are applied to your account.

Investment fees are regularly reviewed and may change from time to time. New to members online? Register here. What is it? Make a change. Investment objective. Investment strategy. Investment performance. Showing Super TTR. Investment fee 0. Indirect cost ratio 0.

Risk band 7. Risk label Very high. Suggested minimum investment time frame 7 years. Expected frequency of negative annual returns in any year period Approx. Disclaimer From time to time the investment managers may hold cash. Changes to investment options. We may alter, add, remove or close investment options from time to time without prior notice. Changes to asset allocations. Investment fees These fees cover investment management, asset custody, and other related costs and are deducted from investments before returns are applied to your account.

UNIVERSAL INVESTMENT GMBH

What fees and charges were assumed to be applied to the calculations? Please outline them. Did the assumed fees and charges applied to the calculations include indirect cost ratios? And if so, which one? And did they include the indirect cost ratio? Therefore, can you please provide for each calculator prior to harmonisation and following harmonisation in the same format:.

If they did not consult with ASIC prior to each set of assumptions, why not? Legal standards for valuation policies? Best practice valuation policies? Legal standards for accounting standards to inform valuation policies? Best practice for accounting standards to inform valuation policies? CHAIR: So if you look over the past five years, what is the drop, in terms of confidence or the word you used? Mr Mota: I can't give you definitive numbers.

What I can say is we had been working very hard to build—. Mr Mota: Correct. We do ask them to consider ESG issues. We have a statement of responsible investing, and that is about making sure that they're using a long enough time horizon to consider their valuations, and the assets they buy and don't buy, but we do not prescribe in what industries whatsoever.

Mr Mota: Not that I'm aware of. I'll have to take that on notice. Let me get back to you on that one. I think doing that that analysis in a six-month period would be considered reasonably swift. Are you investing in any of them? Mr Mota: Not that I am aware of. I would need to check. Have they considered litigation funders? If not, why not?

Do you have any evidence that IOOF superannuation funds outperformed the median over a five-year period? Mr Mota: I'd have to do check which survey it is. In terms of the peer group analysis, yes, they are in the first or second quartile. Mr Mota: Again, I'd have to check. As a business, we would see the entire industry, including industry funds, as our peer group. Dr LEIGH: For the edification of Mr Wilson and me, would it be possible for you to provide the committee with the number of products that you offered when the royal commission report was handed down and the number of products you offer today?

Mr Mota: Yes. We will do that. I'm not sure whether there would have been much movement, but we will give you the data. Please quantify the fee revenue lost if you had transferred members by 30 June , , and respectively. Several case studies in the Royal Commission highlighted that related party contracts in vertically integrated super funds into the wealth management arms of banks led to conflicts where the interest of the shareholder came before the super fund members.

Please describe your tender process for related party contracts such as custodial services, insurance, brokerage, administration and investment management. Please describe the potential conflicts of interest with such arrangements and how you manage them? Have you prepared or commissioned any reports focussed on benchmarking the performance and cost of contracts with related-party service providers, relative to the wider market?

If so, please provide these for the period covering the last five years. How does this compare with:. How much is charged for financial planning annually to fund members, and what is the average per superannuation customer? How much is charged for financial planning annually to funds, and what is the average per superannuation customer?

How much is charged for financial advice annually to fund members, and what is the average per superannuation customer? How much is charged for financial advice annually to funds, and what is the average per superannuation customer? What is the cost of general advice annually, and what is the average per superannuation customer?

What is the cost of scaled advice annually, and what is the average per superannuation customer? What is the cost of comprehensive advice annually, and what is the average per superannuation customer? What is the cost of intra-fund advice annually, and what is the average per superannuation customer?

Please provide details of reduction to remuneration packages since 11 March for the following:. Please provide a list of all investment schemes across your fund s that have had their redemptions frozen since January , and for each:.

What was the total value of funds frozen? How many of your members were impacted by these frozen funds, and how? The date on which the freeze was implemented and lifted. A copy of the clause trustees relied on to enact that freeze. Do you, or any entities that you control, have mortgage trusts on your platform?

Will you need to freeze redemptions on these due to leverage? Do you, or any entities you control, have listed property trusts on your platform? How have these performed in comparison to direct unlisted property assets owned by your fund between 1 January and 20 April ? Do you, or any entities you control, have agribusiness schemes on your platform? If so, what was the nominal value of these investments on:. What policies and governance structures do you, or any entities you control, have in place to determine what managed investment schemes are added to your investment platforms?

Please also provide a copy of these policies. When did APRA last examine your investment governance processes? Has APRA asked you to stress-test particular types of managed investment schemes? If so, what types? Can you please advise what exposure your members have to listed property trusts and the value of those asset holdings on:.

Can you please advise what exposure your members have to listed mortgage trusts and the value of those asset holders on:. How many sexual harassment complaints have been lodged against your company in the last five years? For each complaint, please set out:. In the context of understanding the value of your services to Australian superannuation members, can you please advise the remuneration package for your Chief Executive; specifically:.

Business Council of Australia? Financial Services Council? Australian Financial Markets Association? Institute for Public Affairs? If so, please provide details of any amounts paid to each group. Details of these commission arrangements. The total amount of commissions paid for each of the last five years. The conflicts of interest policy for managing these commission arrangements. A list of the Board members and their biographies. De-identified total remuneration for each Board director. De-identified disaggregated remuneration for each Board Director, including:.

Base salary. Annual bonuses. The accumulated value of deferred bonuses unpaid. The accumulated value of deferred bonuses paid. Any other annual, bonus or deferred remuneration information not covered in the previous four points. Reimbursements for expenses. Can you please advise whether you manage funds for SMSFs? Do you manage money for any related parties, whether superannuation funds or otherwise?

If so, which organisations or entities? In relation to these organisations or entities:. Are you aware whether those related parties have assessed the value of these arrangements, relative to best-practice arms-length arrangements available elsewhere, in terms of generating returns for members? Please provide your conflicts of interest policy for managing related party arrangements.

Please provide your risk management approach for related party arrangements including line 1, line 2 and line 3 roles. Please provide the number of clients by funds under management on behalf of each client, in the following ranges:. Please list the individual private clients under management including family trusts for the following ranges:.

If you are an investor in any banking institution, have you individually as a fund or in collaboration with other funds , ever commissioned reports into its valuation in the past decade? If so, how many reports and in what year? Please provide copies. To what dollar value has that reduced revenue to your fund since 1 February ?

If you require any special arrangements to enable you to participate in the Committee's inquiry, please contact the Committee Secretariat. Further information regarding accessibility can be found at www. Hansard p. Is that correct? We provide disclosures in accordance with the law, but we'll take that on notice.

Member Question Hansard page and Hearing date or Written Questions Response Publication date IN01QW Wilson Please provide the details of any fund member briefings where it was possible to ask fund managers, executives or directors questions over the past five years. Written IN04QW Wilson For the past five years the total value in dollars and as a percentage of the total value of a fund: a.

Written IN05QW Wilson For the past five years the total value in dollars and as a percentage of the total return for the fund: a. Written IN06QW Wilson A copy of your asset valuation policy covering amongst other things independence of valuation, managing conflicts of interest, frequency of valuation, publication of latest valuation timings to members etc. Written IN07QW Wilson Details of each individual asset currently held at a value other than available listed market prices an unlisted asset wholly owned by the fund or funds under your control, including: a.

Written IN08QW Wilson Details of each individual asset currently held at a value other than available listed market prices an unlisted asset partly owned by the fund or funds under your control, including: a. Written IN09QW Wilson Details of arrangements for the temporary or permanent use for corporate venue hire including corporate boxes , including additional non-hire costs such as catering, at sporting venues over the past five years.

Written IN10QW Wilson Details of sponsorship or sponsorship-like arrangements, marketing or marketing-like or in-kind arrangements for the past five years. The number of accounts that has been transferred into an eligible rollover fund in the financial year? The value of the money that has been transferred into an eligible rollover fund in the financial year?

Written IN22QW Wilson Does the fund pay any external consultants for any advocacy and communication services, and if so can you please name them and the costs incurred over the past five years? What external parties manage your investments, if any? What are the fee structures per member from external management?

Written IN30QW Wilson To the extent that any of the fees and costs listed in the previous two questions are paid to a related entity or associate of the trustee, or any of their respective related entities or associates, please set out the function performed or service provided by that person, and the amount total quantum paid to that entity or person at a whole-of-fund level. Do you use Google Ad Words, or any Google provided or supported service to advertise any of your funds or your brand in any way whatsoever?

Please list what terms you have used in Google Ad Words in the last five years to generate an impression on particular search queries. Written IN35QW Wilson What percentage of the return on investment from your unlisted assets can be attributed to revaluations due to falling interest rates, and capital asset pricing model market yields used as the discount rate in discounted cash flow based valuations?

Written IN37QW Wilson How have you structured the fund to address the writing back of the increased investment capitalised future returns? Written IN38QW Wilson What are the projected changes in income in light of the writing back of the increased investment capitalised future returns?

Written IN41QW Wilson Given the size of your large joint investments, why are they not listed for liquidity, valuation and public disclosure purposes? Written IN44QW Wilson Of the unlisted assets, how many have outperformed the average return on investments in superannuation over the past five years?

Written IN45QW Wilson Have you completed any analysis about your capacity to continue to provide returns to fund members at the current, or past rate, into the future based on the valuations of your unlisted assets? Written IN57QW Wilson Of the twenty highest remunerated employees over the past decade, please provide the number whose total remuneration in a financial year including all forms of remuneration, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Written IN58QW Wilson Of the twenty highest incentive bonuses paid over the past decade, please provide the number that fall within these brackets. Written IN59QW Wilson Of the twenty highest performance bonuses paid over the past decade, please provide the number that fall within these brackets. Written IN60QW Wilson Of the twenty highest severance packages over the past decade, please provide the number whose total package including all forms of accumulated severance package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Written IN61QW Wilson Of the twenty highest termination payments over the past decade, please provide the number whose total package including all forms of accumulated termination package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Written IN62QW Wilson Of the twenty highest redundancy payments over the past decade, please provide the number whose total package including all forms of accumulated redundancy package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets. And to what dollar value has that reduced revenue to your fund since 1 February ? Please also provide monthly updates on the first of the month for the remainder of to the secretariat.

Therefore, can you please advise: a. If not, how has the fund arrived at the conclusion that this approach would not be in members' best interests? In the context of confronting, bullying or intimidatory workplace cultures, please advise: a. Member Question Hansard page and Hearing date or Written Questions Response Publication date LUC01QW Wilson Please provide the details of any fund member briefings where it was possible to ask fund managers, executives or directors questions over the past five years.

Written LUC06QW Wilson A copy of your asset valuation policy covering amongst other things independence of valuation, managing conflicts of interest, frequency of valuation, publication of latest valuation timings to members etc. Written LUC07QW Wilson Details of each individual asset currently held at a value other than available listed market prices an unlisted asset wholly owned by the fund or funds under your control, including: a.

Written LUC08QW Wilson Details of each individual asset currently held at a value other than available listed market prices an unlisted asset partly owned by the fund or funds under your control, including: a. Written LUC09QW Wilson Details of arrangements for the temporary or permanent use for corporate venue hire including corporate boxes , including additional non-hire costs such as catering, at sporting venues over the past five years.

Written LUC10QW Wilson Details of sponsorship or sponsorship-like arrangements, marketing or marketing-like or in-kind arrangements for the past five years. Written LUC22QW Wilson Does the fund pay any external consultants for any advocacy and communication services, and if so can you please name them and the costs incurred over the past five years? Written LUC30QW Wilson To the extent that any of the fees and costs listed in the previous two questions are paid to a related entity or associate of the trustee, or any of their respective related entities or associates, please set out the function performed or service provided by that person, and the amount total quantum paid to that entity or person at a whole-of-fund level.

Written LUC35QW Wilson What percentage of the return on investment from your unlisted assets can be attributed to revaluations due to falling interest rates, and capital asset pricing model market yields used as the discount rate in discounted cash flow based valuations? Written LUC41QW Wilson Given the size of your large joint investments, why are they not listed for liquidity, valuation and public disclosure purposes?

Written LUC44QW Wilson Of the unlisted assets, how many have outperformed the average return on investments in superannuation over the past five years? Written LUC45QW Wilson Have you completed any analysis about your capacity to continue to provide returns to fund members at the current, or past rate, into the future based on the valuations of your unlisted assets?

Written LUC57QW Wilson Of the twenty highest remunerated employees over the past decade, please provide the number whose total remuneration in a financial year including all forms of remuneration, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets. Written LUC58QW Wilson Of the twenty highest incentive bonuses paid over the past decade, please provide the number that fall within these brackets.

Written LUC59QW Wilson Of the twenty highest performance bonuses paid over the past decade, please provide the number that fall within these brackets. Written LUC60QW Wilson Of the twenty highest severance packages over the past decade, please provide the number whose total package including all forms of accumulated severance package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Written LUC61QW Wilson Of the twenty highest termination payments over the past decade, please provide the number whose total package including all forms of accumulated termination package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets. Written LUC62QW Wilson Of the twenty highest redundancy payments over the past decade, please provide the number whose total package including all forms of accumulated redundancy package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Hansard pp. And, quickly, in your opinion does ASIC take a light-touch or a heavy-touch approach? Once you've got your licence, does ASIC ever follow up with you on queries when you submit annual reports? Mr Grant : I think it's generally on an exception basis. I'm sure that when we lodge details, if we were to make a disclosure of a breach, they would follow up accordingly. In relation to that question on notice about breaches, I can say that about five or six years ago we recorded one breach.

There was a minor unit [inaudible]. In the last five or so years that's the only issue I'm aware of that we've actually needed to report through to ASIC in accordance with our licence. Mr Browning : Probably about 30 per cent. I can take that on notice, but there's a reasonable proportion in the office portfolio.

Mr Browning : By number. Could I please get a breakdown of that by value and by number? How many tenants would you have, just as a ballpark figure? Mr Browning : A couple of thousand. Mr Browning : No, it wouldn't be that many, but in the commercial portfolio there would be a higher proportion because they occupy, let's say, 20, square metres—Prime Minister and Cabinet, our other buildings; the state government in Victoria has got 50, square metres. I'm happy to provide that on notice, if that helps.

Member Question Hansard page and Hearing date or Written Questions Response Publications date LEG01QW Wilson Please provide the details of any fund member briefings where it was possible to ask fund managers, executives or directors questions over the past five years. Written PDF65KB LEG06QW Wilson A copy of your asset valuation policy covering amongst other things independence of valuation, managing conflicts of interest, frequency of valuation, publication of latest valuation timings to members etc.

Written PDF63KB LEG09QW Wilson Details of arrangements for the temporary or permanent use for corporate venue hire including corporate boxes , including additional non-hire costs such as catering, at sporting venues over the past five years. Written PDF69KB LEG30QW Wilson To the extent that any of the fees and costs listed in the previous two questions are paid to a related entity or associate of the trustee, or any of their respective related entities or associates, please set out the function performed or service provided by that person, and the amount total quantum paid to that entity or person at a whole-of-fund level.

Written PDF60KB LEG35QW Wilson What percentage of the return on investment from your unlisted assets can be attributed to revaluations due to falling interest rates, and capital asset pricing model market yields used as the discount rate in discounted cash flow based valuations? Written PDF63KB LEG45QW Wilson Have you completed any analysis about your capacity to continue to provide returns to fund members at the current, or past rate, into the future based on the valuations of your unlisted assets?

Written PDF60KB LEG57QW Wilson Of the twenty highest remunerated employees over the past decade, please provide the number whose total remuneration in a financial year including all forms of remuneration, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets. Written PDF67KB LEG60QW Wilson Of the twenty highest severance packages over the past decade, please provide the number whose total package including all forms of accumulated severance package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Written PDF68KB LEG61QW Wilson Of the twenty highest termination payments over the past decade, please provide the number whose total package including all forms of accumulated termination package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets. Written PDF68KB LEG62QW Wilson Of the twenty highest redundancy payments over the past decade, please provide the number whose total package including all forms of accumulated redundancy package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Chief Executive Officer, including: i. Does your fund have an internal target for your own greenhouse gas emissions footprint by: i. Does your fund have a target for reducing greenhouse gas emissions from investments by: i.

Does your fund intend to divest from investments if they do not reach their greenhouse gas emissions reduction targets by: i. Have you ever completed a cost benefit analysis of The New Daily to your fund? Have you ever completed a cost benefit analysis of The New Daily to your members? Are your financial advisers paid: i. Are your financial advisers, who are only remunerated with a base salary, eligible to provide: i.

If so, please outline: a. Please advise how many times, over the last decade, such a paper, or equivalent, has been prepared for: a. If so: a. On average, how long does it stay in the clearing house before it: i. What is the longest time that it has stayed in the clearing house before it: i. What is the shortest time that it has stayed in the clearing house before it: i. For interest accrued from holding funds in the clearing house for the member, is it then subsequently allocated to: i.

Please complete the following table outlining the total payouts and losses in foreign exchange hedging. Mr Himbury: I'd have to take that on notice. Mr Himbury: That's not information that we're in a position to disclose, because I think it potentially puts at risk the retention of those executives, which are— CHAIR: I'm not asking for identified data. That's now sitting in members' accounts in this country, and around the world, as a result of what our team has— Dr MULINO: That's a significant number.

Mr Himbury: There is a claim that has been put—yes. Mr Himbury: Not to my knowledge. You have previously advised that you do not manage funds for individuals, can you please advise whether you manage funds for SMSFs?

Written IFM23QW Wilson You have previously advised that you do not manage funds for individuals, please advise whether you manage funds for: a. How much was spent on engaging external policy and data analysis consultants, and was this data shared with any other organisations, including ISH?

Do you own AusFund? What is the total valuation of funds AusFund currently holds? What role has APRA had in your valuation methods? Has APRA been involved in stress testing your methodology in this regard? Member Question Hansard page and Hearing date or Written Questions Response Publication date ISA1QW Wilson Has Industry Super Australia ever completed a report or analysis on the number of people who hold multipleaccounts across different superannuation funds If so, can you please provide a copy of that report or analysis?

Mr Dean: I'll take that question on notice. Please provide a copy of any advice. I therefore ask: a. Therefore, can you please provide for each calculator prior to harmonisation and following harmonisation in the same format: a. Can you provide clarification on that?

What is the drop? What was the percentage? Mr Mota: This is our investments business. So, in your super business, you don't have that overlay? It would be useful to see, in that sense, how things have changed. It is probably best for you to take that on notice, I suspect. Mr Mota: Yes, I do. I'd have to provide you with that, but we do. How long did it take IOOF to transition members?

I know that some funds took full advantage of that three-year transition period. Others moved swiftly. Could we get clarity. Dr Leigh asked for information from the date the royal commission report was handed down until today. But you said if you go back six years there was simplification. Could we get some clarity around the trend over that six-year time frame as well as the time frame that the deputy chair asked? How did that duration reflect the best interests of your members?

Was there anything that prevented you from transferring accounts sooner? Written PDFKB IOOF26QW Leigh Several case studies in the Royal Commission highlighted that related party contracts in vertically integrated super funds into the wealth management arms of banks led to conflicts where the interest of the shareholder came before the super fund members.

How do you determine that these contract arrangements reflect value for money for members? How do you evaluate whether your management of conflicts of interest is working? How does this compare with: a. How many superannuation customers do you have? How many financial planners do you have in total numbers, and as a superannuation customer to financial planner ratio?

How many financial advisers do you have in total numbers, and as a superannuation customer to financial planner ratio? If so, what was the nominal value of these investments on: a. If so, how and to what extent?

For each complaint, please set out: a. If so, please provide: a. If so, please provide the details. De-identified disaggregated remuneration for each Board Director, including: i. In relation to these organisations or entities: i. Inquiry Status Current. Accessibility If you require any special arrangements to enable you to participate in the Committee's inquiry, please contact the Committee Secretariat.

Hansard page and Hearing date or Written Questions. Do you currently have an art collection? For the past five years the total value in dollars and as a percentage of the total value of a fund: a. For the past five years the total value in dollars and as a percentage of the total return for the fund: a.

A copy of your asset valuation policy covering amongst other things independence of valuation, managing conflicts of interest, frequency of valuation, publication of latest valuation timings to members etc. Details of each individual asset currently held at a value other than available listed market prices an unlisted asset wholly owned by the fund or funds under your control, including: a. Details of each individual asset currently held at a value other than available listed market prices an unlisted asset partly owned by the fund or funds under your control, including: a.

Details of arrangements for the temporary or permanent use for corporate venue hire including corporate boxes , including additional non-hire costs such as catering, at sporting venues over the past five years. Details of sponsorship or sponsorship-like arrangements, marketing or marketing-like or in-kind arrangements for the past five years. Details of costs for advertising campaigns for the past five years, including: a. Over the last five financial years: a.

Please provide the one, five, and ten year net return after fees, costs, and taxes for the primary default MySuper balanced product. Does the fund pay any external consultants for any advocacy and communication services, and if so can you please name them and the costs incurred over the past five years? In the context of building investments: a. Governance: a. To the extent that any of the fees and costs listed in the previous two questions are paid to a related entity or associate of the trustee, or any of their respective related entities or associates, please set out the function performed or service provided by that person, and the amount total quantum paid to that entity or person at a whole-of-fund level.

For the past five years: a. How much money have you spent on advertising on the following platforms in the past decade: a. Can you provide details if you have purchased the following over the past decade: a. What percentage of the return on investment from your unlisted assets can be attributed to revaluations due to falling interest rates, and capital asset pricing model market yields used as the discount rate in discounted cash flow based valuations?

How will the overall fund performance be affected if: a. How have you structured the fund to address the writing back of the increased investment capitalised future returns? What are the projected changes in income in light of the writing back of the increased investment capitalised future returns? Valuation methodologies: a.

Given the size of your large joint investments, why are they not listed for liquidity, valuation and public disclosure purposes? Discount rates: a. Of the unlisted assets, how many have outperformed the average return on investments in superannuation over the past five years?

Have you completed any analysis about your capacity to continue to provide returns to fund members at the current, or past rate, into the future based on the valuations of your unlisted assets? Over the past decade: a.

For each year of the past decade: a. Over the past five years: a. Do you support current Corporations Law provisions for the disclosure of corporate remuneration? Of the twenty highest remunerated employees over the past decade, please provide the number whose total remuneration in a financial year including all forms of remuneration, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Of the twenty highest incentive bonuses paid over the past decade, please provide the number that fall within these brackets. Of the twenty highest performance bonuses paid over the past decade, please provide the number that fall within these brackets. Of the twenty highest severance packages over the past decade, please provide the number whose total package including all forms of accumulated severance package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Of the twenty highest termination payments over the past decade, please provide the number whose total package including all forms of accumulated termination package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets. Of the twenty highest redundancy payments over the past decade, please provide the number whose total package including all forms of accumulated redundancy package, including but not limited to, base salary, regularized and deferred bonuses and incentives including, but not limited to, shares falls within these brackets.

Can you please advise what arrangements you have provided to defer the payment of rent for tenancies for assets owned by your fund as a result of keeping SMEs operational during the COVID pandemic? Can you please advise what arrangements you have provided to defer the payment of rent for tenancies for assets controlled by your fund as a result of keeping SMEs operational during the COVID pandemic?

Can you please advise what arrangements you have provided to adjust the payment of rent for tenancies for assets owned by your fund as a result of keeping SMEs operational during the COVID pandemic? Can you please advise what arrangements you have provided to adjust the payment of rent for tenancies for assets controlled by your fund as a result of keeping SMEs operational during the COVID pandemic?

On 1 January what was your percentage share and nominal value of your listed and unlisted assets? On 1 January did your fund have liquidity issues resulting from honouring obligations to members? Listed companies holding infrastructure assets have had write downs of around 40 per cent: a. Have you had any liquidity issues in honouring your obligations to members as a result of the: a. What has been the current reduction of the value of your fund, and the unlisted and listed components since 1 January ?

How many members have requested the early release of their superannuation since 12 March , and to what value? How many members have had approved the early release of their superannuation since 12 March , and to what value? If some members have required the early release of their superannuation since 12 March and not been approved, please provide details of the grounds on which they have not been approved.

Liquidity management: a. Since 12 March , has your fund provided any liquidity to: a. Since 12 March , has your fund loaned any cash to: a. Regarding any investments you have with IFM Investors, please provide the following: a. Regarding any investments you have with ME Bank, please provide the following: a.

Have you completed a skills audit in the past five years of the following: a. Please provide data to complete this table for your unlisted asset holdings based on their geographic spread. Do you engage proxy advisers? Please provide the titles of all externally commissioned reports over the past five years that have reviewed any of the following: a. For each fund where more than 30 per cent of capital is managed by another entity, please complete the below table including: a.

If you do have capital managed by another entity that you are also a shareholder in, please identify how you manage conflicts of interest. Please provide details of the following reduction to remuneration packages since 11 March a. Is the fund considering divestment from pure play fossil fuel producers in order to mitigate climate-related financial risks and to increase the cost of capital for those producers? Since 1 January , for each fund, please outline: a. Do you allow members to use their funds to pay for: a.

Do you allow external financial advisers access to online facilities to charge for external financial advisers consented by members using their funds? CHAIR : … On notice, could you outline to us the valuers that you have used over the past decade for your valuations so that we can establish who is valuing the assets and therefore the basis for the integrity of the system.

CHAIR : On notice, can you provide us with the average reduction in the valuations of assets in the different classes of retail, commercial, industrial and the other sectors you've outlined—education and logistics—to give us a sense of how much you are downgrading them in light of the COVID crisis. Please provide data to complete the provided table for your unlisted asset holdings based on their geographic spread.

Please advise the total remuneration package of your: a. For each year of the past decade, please advise the: a. In the context of marketing and advertising campaigns: a. For each of the following categories, please provide the percentages of employees that are women, men, or who identify otherwise: a. Do you have a target for the employment of: a. Since the introduction of Superstream, which has standardised the transfer of funds, has there been: a.

Greenhouse gas emissions a. The New Daily a. Financial advisers remuneration a. Valuations a. Over the past decade, how many non-disclosure agreements have you agreed to in relation to: a. If you use an internal clearing house please outline when money is received into the clearing house: a.

If you use an external clearing house please outline when money is received into the clearing house: a. During the first half of there were significant market movements because of the economic response to the COVID pandemic. Assuming a young Australian whose birthday was 1 July , got their first job on 1 July , opened a default superannuation account on 1 July , made the average contribution of a person in that age bracket, using the default product offer made at that time and made no additional contributions, received the average growth, paid all fees, insurances and deductibles, please complete the following table.

The differences can add up substantially over the long term and impact on a member's retirement wealth. The idea behind the heat map is to turn up the heat on trustees that aren't serving their members' best interests. Ideally it will force them to lift their performance, reduce their fees or forcing them out.

It is possible for a product to be white for some investment performance metrics, yellow for others and red for fees and costs. Investment is divided into sub categories such as four different measures for investment performance. While some super funds are uncomfortable with APRA's new increased scrutiny, arguing they have idiosyncrasies that aren't taken into account. After the Royal Commission, Rice Warner, says that APRA's heat maps are here to stay and will be expanded over time to incorporate choice investment strategies and retirement products.

Also APRA will review other aspects such as those relating to life insurance. More updates. By Susan Hely December 11, October 29, - Investing. October 29, - Sponsored.

An asset class option that allows you to invest in a single asset.

Lucrf investment performance measurement Best practice valuation policies? What is the aggregated cost for the unit, including overheads, that provides financial advice within the fund? Need help? You said there had been simplification over a six-year time frame. Does their advice get provided to the board? Completion Time: 1 min. It is possible for a product to be white for some investment performance metrics, yellow for others and red for fees and costs.
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