Wealth Management Recruitment Resources | B&K Consulting

Resources

We have compiled a number of wealth industry specific links along with some tools and documents we think would be helpful with your search. Check back regularly for updated content! 

Superannuation

APRA releases annual superannuation statistics for June 2016:

 

"The Australian Prudential Regulation Authority (APRA) released its annual superannuation statistics for the year ended 30 June 2016."
 

For updated Superannuation Statistics from The Association of Superannuation Funds of Australia (ASFA), please see:

http://www.superannuation.asn.au/ArticleDocuments/269/SuperStats-Sep2016.pdf.aspx

“Superannuation assets in aggregate were $2,032 billion ($2 trillion rounded) at the end of the March 2016 quarter, slightly down from the previous quarter. Over the 12 months to March 2016, there was a 0.6 per cent decrease in total superannuation assets.”

For updated Quarterly MySuper Statistics from the Australian Prudential Regulation Authority (APRA), please see:

http://www.apra.gov.au/Super/Publications/Documents/1608-QMS-1606.xlsx

“The Quarterly MySuper Statistics report contains data for all MySuper products. The report contains information on the product profile; product dashboard information reported to APRA on return target, investment risk and fees and costs; asset allocation targets and ranges; net investment return and net return for each MySuper product, or where relevant, for the lifecycle stages underlying a MySuper product with a lifecycle investment strategy; fees disclosed in the Product Disclosure Statement (PDS) for each MySuper product; and the URL of each MySuper product.”

Life Insurance

For updated Quarterly Life Insurance Performance Statistics from the Australian Prudential Regulation Authority (APRA), please see:

http://www.apra.gov.au/lifs/Publications/Documents/1608-QLIPS-20160630.pdf

“The Quarterly Life Insurance Performance Statistics publication provides industry aggregate summaries of financial performance, financial position, solvency, capital adequacy and management capital, as well as details of the performance of individual product groups.”

Investments

For the updated Superfund Responsible Investment Benchmark Report from  Responsible Investment Association Australasia, please see:

http://responsibleinvestment.org/wp-content/uploads/2016/11/RIAA-Superfund-RI-Benchmark-Report-2016-revised1.0.pdf

Other Tools

B & K’s Top 10 Tips to Improve your LinkedIn Profile.

What makes a good (and bad) LinkedIn Profile Photo.

Looking for a good resume template? Look no further, click here for an example of one we would like to see more often.

B & K's Interview Guideline

Our Quarterly Newsletter: Click here for a quick snapshot of what's happening in the industry and at B & K during the last quarter.

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