E3. Do all types Retail investment Agree with this indicator. of funds have management costs compared opportunities to to wholesale (input) invest efficiently in upstream capital markets? E3. Do all types Minimum transaction values Agree with this indicator. of funds have (input) The development of online broking services has enabled small opportunities to investors to transact on capital markets at low cost. invest efficiently in upstream capital markets? E4. Is the system Average effective tax rates Regulator data; Appropriate only if asset allocations are comparable. However, a effectively across market segments research firms very useful indicator of the effectiveness of investment managing tax for (output) governance across sectors. members, Need to carve out insurance as a deductible since it is paid for including in separately. Otherwise, it is a useful and transparent indicator transition? across segments, with data presumably available from the ATO.
E3. Do all types of funds have opportunities to invest efficiently in upstream capital markets? Retail investment management costs compared to wholesale (input) Agree with this indicator. E3. Do all types of funds have opportunities to invest efficiently in upstream capital markets? Minimum transaction values (input) Agree with this indicator. The development of online broking services has enabled small investors to transact on capital markets at low cost. E4. Is the system effectively managing tax for members, including in transition? Average effective tax rates across market segments (output) Regulator data; research firms Appropriate only if asset allocations are comparable. However, a very useful indicator of the effectiveness of investment governance across sectors. Need to carve out insurance as a deductible since it is paid for separately. Otherwise, it is a useful and transparent indicator across segments, with data presumably available from the ATO.
sub039-superannuation-assessment.docx