Author Archive for: Kirby Rappell

Entries by Kirby Rappell

Media Release: Top KiwiSaver Schemes for 2022

SuperRatings is excited to announce its top-rated KiwiSaver schemes for 2022. The market continues to be extremely competitive, with fees and performance being key drivers of changes in ratings outcomes over the year. Eight providers were awarded a ‘Platinum’ rating for 2022. SuperRatings’ assessment criteria considers five key factors, including investments, fees, member servicing, scheme […]

Super funds on track to deliver double-digit returns for 2021

October was another positive month for superannuation, as confidence was high, in anticipation of lockdowns lifting and the economy opening up further. According to SuperRatings’ data, the median balanced option rose an estimated 0.7% in October, with the median growth option rising by a similar amount. While the median capital stable option was flat returning […]

Media release: Superannuation is bigger than just returns

The assessment of performance of superannuation funds has gained traction over the past month, with the release of the government’s first superannuation performance test findings. When deciding to switch funds, it is easy to be swayed by investment returns, but there are other considerations that are as important. SuperRatings CEO Kirby Rappell says ‘Superannuation is […]

The Low Fee Conversation – Investment Fees Over Time

Superannuation funds are under increasing pressure to drive down fees. While investment fees and costs are a key driver of the amount members pay for their superannuation, demonstrating the relationship between cost and value remains challenging. SuperRatings has analysed how investment fees have changed since 2011. The chart below shows the median annual cost for […]

Media Release: Super Funds on Track for Double-Digit 2021 Financial Year Performance

Super fund recovery maintains momentum May continues the recovery in superannuation with another month of steady performance figures, as confidence remained high despite lagging vaccinations and snap lockdowns. According to SuperRatings’ data, the median balanced option rose an estimated 1.1% in May, while the median growth option rose an estimated 1.3% and the median capital […]

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Media release: Budget takes important step towards universal coverage

With the recovery in superannuation looking increasingly secure, the focus in May was on the federal budget and some of the new measures to strengthen the system, including additional support to boost women’s retirement savings. This budget is the second pandemic budget, with the focus now shifting from temporary spending measures to building a more […]

Media release: Super fund recovery steps up pace in March

The remarkable recovery in super fund’s performance continues with another strong month of returns despite a slower vaccine rollout than many had hoped for and some regulatory uncertainty around the use of some vaccines. According to SuperRatings data, the median balanced option rose an estimated 2.0% in March, while the median growth option rose an […]

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