Thought Leadership

Here we share product, market and regulatory changes that impact our clients, namely fund managers, superannuation trustees, listed companies, family offices and dealer groups.

Access our latest thinking below. We hope you find the articles useful for running your investment business.

09 Jun 17
Update on the Common Reporting Standard
CRS, the single global standard for the collection, reporting and exchange of financial account information on foreign tax residents, requires significant changes to data management, process and technology for fund managers.
28 Apr 17
Australian institutional investors get easier access to Luxembourg UCITS
AFS (Australian financial services) licence relief has been granted by the Australian Securities and Investments Commission (ASIC) for financial service providers regulated by the Luxembourg financial supervisory authority Commission de Surveillance du Secteur Financier (CSSF) to provide financial services in Australia to wholesale investors.
23 Feb 17
Understanding the Attribution Managed Investment Trust (AMIT) regime
The Attribution Managed Investment Trust (AMIT) legislation has now passed into law in Australia. The new provisions are available to be adopted by qualifying managed investment trusts.
20 Dec 16
RG 97: Extension to PDS fee and cost disclosures announced
ASIC has extended the transition period for trustees and responsible entities to comply with Australian PDS fee and cost disclosure requirements. We look at the fee and cost disclosures required under RG 97 and the revised implementation timetable.
03 Oct 16
Four things to know before setting up an exchange-traded fund
If you are looking to expand your asset management business from retail platforms onto exchange traded products like ETFs, here are some tips.
02 Jun 16
Exchange traded managed funds, ETFs, LICs and mFunds … what’s the difference?
Many investment managers are looking to expand their product offering beyond traditional unit trusts. There are a range of exchange traded products available, each with strengths and weaknesses.
03 May 16
Snapshot of super changes in the Federal Budget
The cornerstone of this year’s federal budget 2016/17 was the announcement of a number of key superannuation changes. SuperBPO takes a look.
29 Apr 16
Common Reporting Standard – coming soon to a jurisdiction near you
The OECD’s Common Reporting Standard, or CRS, starts in Australia, Singapore and Hong Kong on 1 January 2017. We review what CRS means for fund managers and fund administrators.
04 Mar 16
What are the most important investor related compliance requirements in 2016?
What are the four types of regulations that investment managers need to be on top of in 2016?
28 Jan 16
6 big fund administration trends that will impact you in 2016
FundBPO believes the following trends will be the focus of fund administration in 2016

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Over $119 billion in funds are outsourced to Mainstream: