Superannuation

Link’s property settlements business PEXA is set to be taken to a public offering as the big superannuation administrator reshapes its business.

Mine Wealth + Wellbeing has appointed an independent director to its board and a director to a subsidiary board.

Lump sums not so super fuel for the housing debate

Superannuation lump sums are still being accessed by a significant cohort of retirees but not at the same level as a decade ago.

Super funds need to review liquidity budgets

If the Government continues to use the early release of superannuation as a tool likely to be used in extreme situations, super funds need to consider their liquidity requirements going forward, according to Hesta.

Life insurer TAL has appointed Glenn Baird to the newly created role of head of mental health. The appointment aims to expand TAL’s ability to understand, manage and support mental, physical, and financial health of its people and its customers. TAL gen

1 October

Superannuation

LGS partners with SuperFriend

Local Government Super has partnered with national workplace mental health organisation SuperFriend who will

29 September

Superannuation

Bank makes $11 million SG error

The Bank of Queensland has been forced to use the Government’s superannuation guarantee payment amnesty after

To shore up long-term sustainability Australian Ethical has reduced super fees by 0.67 per cent, declining its net profit after tax.

29 September

Superannuation

CFS funds top sustainable super category

Since the start of 2020 three CFS super funds have come out on top within the ethical/sustainable category, and

2021-01-29 00:30:00

Knowledge Centre

Themes driving the need for a more sustainable approach to investing

Sustainable investing is on the rise, and COVID-19 has only sharpened the focus of policy makers and investors...

Ausbil

29 September

Superannuation

Super should only be a solution for retirement: ACTU

Superannuation needs to stop being treated as a solution to every problem, except retirement, according to the

QSuper has worked with the ATO to help pay out a member’s tax savings when they retire and transition to an income account.

29 September

Superannuation

SG rise most productive for those earning under $75k

Workers who earn less than $75,000 will benefit the most from a rise in the superannuation guarantee as higher

The current default super regime has hampered women in engaging in their super, according to Financial Services Council chief executive, Sally Loane.

29 September

Superannuation

Early access raid most likely to hurt women

Withdrawals from the early access of super scheme are more likely to disadvantage women than men, particularly if

2020-11-24 22:30:00

Knowledge Centre

Beyond the digital frontier

Secure, real-time data, insights and transactions accessible from anywhere are closer than you think – explore a...

Northern Trust

29 September

Superannuation

High equity weightings placing investors in ‘immense risk’

Investors will need to double their risk if they wish to generate returns similar to 2013 by moving their

24 September

Superannuation

SMSF membership changes could hit ATO revenue

The Taxation Ombudsman has warned that changes to the allowable number of members of self-managed superannuation

24 September

Superannuation

Urgent short-term needs drive super early release

Short-term needs for funds have driven early release of super withdrawals as most aimed to withdraw at the $10,000

24 September

Superannuation

Super fund satisfaction down slightly in July

SMSF satisfaction saw the largest drop compared to last year, as all super fund sectors bar industry funds saw a

24 September

Superannuation

Will the Budget deliver an early access third tranche?

A pause in the superannuation guarantee at its current 9.5% is looking almost certain in next month’s Budget and

24 September

Superannuation

Will a dozen super funds disappear via mergers before 2022?

With five significant superannuation fund mergers already on foot and eight others known to be in the early stages

Despite last year’s volatile market conditions, the median balanced options still returned a solid 5.6 per cent for 2015.

24 September

Superannuation

Long-term still best outlook for tech volatility

As tech stocks that produced reliable growth during the COVID-19 pandemic have started to suffer sell-offs during

22 September

Superannuation

SG amnesty produces $600m

With the deadline for superannuation guarantee amnesty passed, ASFA has deemed it a success as $600 million will

22 September

Superannuation

Warakirri and GBST extend partnership

Both firms have extended its after-tax services partnership to support superannuation funds with their global

Rice Warner argues the creation of scope for joint super accounts would help create greater clarity around male and female member investment.

22 September

Superannuation

Flexstone awarded Hostplus PE mandate

The global private investments firm owned by Natixis Investment Managers has been awarded a US$100 million private

18 September

Superannuation

Median balanced fund up 1.8% in August

While recovery momentum helped bolster account balances in August, the second half of 2020 will be dependent on

17 September

Superannuation

Lower cost option for super mergers needed

The cost of a merger can be an impediment to both the small and large superannuation funds involved and a lower

17 September

Superannuation

How spooked super fund members crystallised their losses

New data has revealed how thousands of superannuation fund members and a few super fund trustees crystallised

17 September

Superannuation

Super Fund of the Year finalists announced

The Super Review awards with research partner, the Heron Partnership, has announced the 2020 finalists for the

Major super funds have lost $5.6 billion thanks to declining fossil fuel stocks, according to Market Forces.

16 September

Superannuation

UniSuper climate plan has ‘loopholes’: Market Forces

The industry super fund has said it would only target an absolute reduction in its portfolio emissions “where

16 September

Superannuation

Median growth super fund returns 1.7% in August

Strong listed share market returns were the main drivers of growth fund performance during August with Australian

15 September

Superannuation

How some people paid nearly $300 for free super early release

At least two companies were warned by the regulator to stop charging fees ranging from $199 to $299 for

15 September

Superannuation

Did absolute return super funds do their job?

Only one out of the largest absolute return superannuation funds has managed to make a return since the start of

15 September

Superannuation

Have Govt bonds and fixed interest become problematic?

New analysis suggests that superannuation fund members and retirees need to look beyond Government bonds and fixed

11 September

Superannuation

Ombudsman weighs in on pausing the SG with tax offsets

The Small Business Ombudsman has weighed into the volatile political area of superannuation by pushing a two-year

10 September

Superannuation

Liberal committee chair accused of unduly targeting industry funds

Industry superannuation funds appeared to have been unduly targeted by the Liberal Party chair of the House of

10 September

Superannuation

FSC declares opposition to using super for housing

The Financial Services Council has declared its opposition to people using their superannuation for a first home

10 September

Superannuation

Only one infrastructure super fund made a return

HESTA’s infrastructure fund so far this year has returned 1.72% compared to the infrastructure super fund average

Proposed new portfolio disclosure holdings requirements will force super funds to more clearly disclose the value of direct and unlisted investments.

10 September

Superannuation

Extension for RG 97 PDS requirements

Product disclosure statements from superannuation and managed investment product issuers given on or after 30

10 September

Superannuation

AIIB and Amundi launch climate change investment framework

The new framework from Amundi and Asian Infrastructure Investment Bank will be used to assess climate change risks

The retail funds industry has traditionally focused on clients aged 45 and over but this will need to change as baby boomers draw down on their wealth, which could potentially pose a threat to industry funds, according to Tria Investment Partners. The fir

8 September

Superannuation

Younger super fund members want expanded advice options

New research has revealed that young superannuation fund members want expanded access to financial advice within

Super funds continue to lag in capturing and leveraging customer data, and lack the sophisticated framework needed to make use of it.

8 September

Superannuation

Global equity super funds beat Aussie equity

The average global equity super fund has lost 1.6% so far this year compared to a loss of 6.6% for Australian

8 September

Superannuation

How Australian super funds shone before COVID-19 and early release

Australian superannuation funds have been shown to have significantly outperformed their international peers in

8 September

Superannuation

Govt using super as dipping piggy bank: ACTU

Superannuation members should not have to choose between owning a home and a dignified retirement, the Australian

8 September

Superannuation

Govt urged to include unpaid SG in FEG

The Association of Superannuation Funds of Australia has urged the Government to include unpaid superannuation

Most very high super fund balances have been the result of previous rules allowing very large contributions and transfers of assets to be made into superannuation, according to the Association of Superannuation Funds of Australia (ASFA). An ASFA report f

3 September

Superannuation

IOOF acquires super scale but not without problems

IOOF is set to become Australia’s second largest superannuation industry via its acquisition of MLC Wealth but the

3 September

Superannuation

SG shortfall amnesty needs extension

Accountants and advisers have pushed amnesty work to one side to help deliver assistance to clients regarding

1. Industry Super Australia has warned of the long-run consequences of allowing young or lower-paid workers to opt-out of the super system. 2. The Commissioner of Taxation, Chris Jordan, has revealed that SMSFs are not the sole repository of very large ac

3 September

Superannuation

Businesses can afford $1 extra per day for SG increase

Corporate profits were up 15% in the June quarter while wages and salaries were down 2.5%, meaning businesses can

3 September

Superannuation

Super tax change painful for retirees

The potential changes around increasing superannuation taxes due to rapidly growing budget deficit could hurt

1 September

Superannuation

APRA canvasses COVID-19 super fund exits

The Australian Prudential Regulation Authority has canvassed the likelihood that some already struggling

1 September

Superannuation

Is superannuation too big to let politicians play with it?

Superannuation should be placed under an independent authority such as the Reserve Bank rather have it subjected

1 September

Superannuation

Repeat early release members took out average $16k

Over the week to 23 August there were 59,000 applications, a drop from 70,000 the week before, according to data.

1 September

Superannuation

Blocking SG increase won’t lead to wage growth: ACTU

Stalling the superannuation guarantee increase will cost Australians $14.1 billion every year with the average

Investor confidence fell globally as aggressive easing by the European central bank was not enough to boost sentiment, according to State Street.

1 September

Superannuation

Custody assets drop 7.7%

The custody sector has dropped to $3.75 trillion from $4.1 trillion largely as a result of market valuation

A new survey has revealed that most people think fund mergers are justified if they result in fee reductions to members.

1 September

Superannuation

Christian Super to reduce fees

The fund’s typical member with $50,000 invested in a MySuper product would see a reduction of $55 per year.

Custodian cautions trustees not to ignore the investment implications flowing from climate change.

1 September

Superannuation

Cbus targets net zero emissions by 2050

The construction industry super fund has outlined net zero emissions plans in climate change roadmap.

1 September

Superannuation

CSC partners with SuperFriend

The Commonwealth Superannuation Corporation aims to help reduce the stigma associated with mental health through

AMP’s half-year result reveals degree to which super policy uncertainty impacted flows to its corporate super platform.

27 August

Superannuation

Link declines to provide guidance in face of COVID-19

The uncertainties surrounding the COVID-19 pandemic have seen major superannuation administration company, Link,

Staying in the workforce longer could increase your chances of a long life, according to Oregon State University.

27 August

Superannuation

Switching to cash bigger negative impact than early release

Superannuation members could be looking at working an extra two to eight years before retiring due to the COVID-19

Market Insights

Themes driving the need for a more sustainable approach to investing

29 January 2021

Beyond the digital frontier

25 November 2020

Finding sustainable companies that thrive

20 November 2020

Doing the right thing: ESG and EMD

30 September 2020

Andrew James McAlister

A much better name than MTAA, since its open for anyone. I like it.

Merged Tasplan and MTAA Super to be named Spirit Super 1 week 3 days ago

Sue

So, not as bad as the doomsayers were leading us to believe. Any chance of a public apology from...

Australian pension assets grow despite pandemic 1 week 5 days ago

Guy

So true - our people are our greatest asset. Just as our investors and members are. We need to...

Fund mergers highlight focus on people 3 weeks 3 days ago

Dave Peckitt

Hi do you have any info on financial planners in perth? I'm looking to consolidate my super...

Six superannuation consultancies prove stand outs 1 year 7 months ago

Anonymous

This is the most ill informed comment I have ever seen. Why on earth would you think Superannuation...

We aren’t anyone’s secretariat says AustralianSuper 7 months 3 days ago

Axl

That's 'toe the party line'.

We aren’t anyone’s secretariat says AustralianSuper 7 months 3 weeks ago