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. Here’s a… Read More

The cornerstone of this year's federal budget 2016/17 was the announcement of a number of key superannuation changes. These are the biggest changes to super since then-treasurer Peter Costello delivered… Read More

The Organisation for Economic Co-operation and Development (OECD)’s Common Reporting Standard, or CRS, starts in Australia, Singapore and Hong Kong on 1 January 2017 and is already live in some jurisdictions… Read More

The continually evolving regulatory environment is a major priority of investment managers. The size and scale of funds’ compliance obligations continues to increase. We therefore expect more managers to pass… Read More

The outsourcing of fund administration is predicted to continue to grow this year. There are increasing incentives for investment managers to use a third party administrator. FundBPO believes the following… Read More

The implementation period to comply with AUSTRAC’s Customer Due Diligence (CDD) requirements ends on 31 December 2015. FundBPO is committed to offering a comprehensive anti-money laundering and counter-terrorism (AML/CTF) program,… Read More

Back in 2006 the founders of MainstreamBPO identified a gap in the fund administration market for an independent provider. They went on to establish MainstreamBPO as a boutique alternative to… Read More

In Notice 2015-66, released on 19 September 2015, the Department of the Treasury (Treasury) and the Internal Revenue Service (IRS) announced their intention to extend the period of time that certain… Read More

FundBPO has issued its annual internal controls report in relation to its compliance with the Auditing and Assurance Standards Board’s Guidance Statement 007 (GS 007). GS 007 prescribes a minimum set of… Read More

Middle office outsourcing – involving service provider integration, data and trade management, compliance and reporting – represents a new wave of specialist administration services. While only a minority of investment… Read More