Assets

Report

Wealth transfers and their economic effects: research paper

This research report provides information about how much wealth Australians transfer while they are alive (gifts) and after they die (inheritances), how wealth transfers affect those who receive them, and the impact of wealth transfers on the distribution of wealth in society now, and in...
Guide

An Australian social housing best practice asset management framework

This guide provides a simplified generic asset management framework (AMF) intended for use by social housing organisations (SHOs) seeking to bring their asset management into line with best practice.
Report

Towards an Australian social housing best practice asset management framework

Social housing is a distinct asset sub-class with unique asset management (AM) challenges. This research examines social housing asset management in Australia and develops a best practice framework that outlines AM processes and criteria for making decisions.
Discussion paper

The Intergenerational report ignores booming wealth and capital gains

The 2021 Intergenerational report contained many references to GDP, but barely mentioned wealth or capital gains. This paper begins to redress that omission by including wealth and capital gains in the discussion of trends likely to persist in Australia over the next 40 years.
Report

Responsible investment benchmark report: 2019 Australia

This report details industry data on the size, growth, depth and performance of the Australian responsible investment (RI) market over the 12 months to 31 December 2018 and compares these results with the broader Australian financial market.
Report

Compliance with the Asset Management Accountability Framework

This audit examined the reliability of agencies’ attestations of compliance with the Asset Management Accountability Framework (AMAF). The audit included all seven departments in place at the time of the 2018 attestation.
Report

Local government assets: asset management and compliance

This audit assessed whether local councils accurately document infrastructure assets in their information systems and use this data in their asset management and planning.
Report

Responsible investment benchmark report: 2018 Australia

This report details industry data on the size, growth and performance of the Australian responsible investment (RI) market over twelve months to 31 December 2017 and compares these results with the broader Australian financial market.
Strategy

The One Planet Sovereign Wealth Fund Framework

This document constitutes the One Planet SWF Working Group’s Framework. It is the outcome of consultations among the founding members and with other institutional investors who are working towards the integration of climate change issues in the asset management sector.
Discussion paper

Investment management

This Noetic Note presents what Noetic has observed and learned in the process of developing and implementing investment management.
Report

New migrant outcomes: results from the third longitudinal survey of immigrants to Australia

This report describes key findings from the department’s third Longitudinal Survey of Immigrants to Australia – LSIA 3. The LSIA 3 is a survey of approximately 10 000 Primary Applicants from the Family and Skill stream who either: arrived in Australia between December 2004 and...