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Wealth Management and Investment

A juggernaut of regulatory change means that executives of Australia’s superannuation and wealth management organisations, private equity firms, mutual funds, unit trusts and hedge funds need to determine new ways to conduct business. The investment and wealth management industry experience of our team enables our experts to deliver tailored solutions to help clients address these challenges, maximise market opportunities, and position for competitive advantage.

For case studies or examples of specific issues tackled and benefits gained please contact our team leaders.

Super: It’s crunch time

Video | 2:27 mins


View this 2.5” video on the massive changes ahead. As you know for many years it has been getting tougher to maintain a stand alone company super fund.

Hot topics

  • Risk & Regulatory Review - It’s time
    Underpinning everything is the heightened focus on regulation from both the regulators’ and the consumers’ perspective.
    Deloitte Report, October 2014 | 46 pages
  • Financial System Inquiry
    Deloitte responds to the Interim Report outlining the key takeaways, what has not been addressed and potential seismic changes.
    Deloitte response, July 2014 | 8 pages
  • Positioning for prosperity? Catching the next wave
    The Deloitte Growth 25 (DG25), identifies reasons to be optimistic about growth in Australia. Download the latest Building the Lucky Country report.
    Deloitte report, March 2014 | 102 pages
  • Adequacy and the Australian Superannuation System
    Despite its international acknowledgements it is still not providing Australians with sufficient funds to retire comfortably.
    Deloitte point of view, June 2014 | 28 pages
  • FSC Deloitte Future Leaders Awards 2014
    FSC Deloitte Future Leaders Award 2014 Now in its ninth year the awards ask tomorrow’s leaders for innovative ideas and solutions to address some of the biggest challenges facing the industry.
    Award application, February 2014 | 5 pages

Contact us

  • Neil Brown
    Tel: +61 3 9671 7154
    Meet the team

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