Author Archive for: Kirby Rappell

Entries by Kirby Rappell

Super funds in search of income as rates fall

Super funds have managed to push through a challenging quarter for markets, posting gains in September and recovering from August’s falls. Despite the recent volatility and geopolitical risks that have shaken global markets in recent months, Australia’s super funds have proved up to the task of navigating the current uncertainty. The median balanced option returned […]

SuperRatings Award Nominees Confirmed!

  Congratulations to all of the finalists for this year’s SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. SuperRatings MySuper of the Year Award Awarded to the fund that has provided the Best Value for Money Default Offering. Finalists AustralianSuper CareSuper Cbus Super First State Super […]

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Don’t be fazed by short-term super drawdowns

Recent market turmoil is a timely reminder to super members not to allow short-term market movements to impact their investment decisions, according to leading research house SuperRatings. As investors deal with a renewed bout of volatility and growing uncertainty surrounding the economic outlook, recent data show that members are often better off riding the wave […]

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Super funds look to move past forgettable financial year

A world-beating performance from Australian shares has been overshadowed by the re-emergence of geopolitical uncertainty and a wave of risk aversion in global markets, leading to softer performance for super funds in the final stretch of the financial year. According to estimates from leading superannuation research house SuperRatings, the typical balanced option return was -0.7% […]

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Super funds enjoy late surge in final FY quarter

Super funds have failed to be rattled by the softening economic outlook, delivering solid returns in April and boosted by market momentum through early May. Despite yesterday’s correction, funds remain on track to beat expectations for the June quarter, which is historically the weakest period of the year. According to estimates from leading superannuation research […]

Superannuation facing grim financial year

Despite a recovery in the March quarter, superannuation funds are heading for a disappointing 2018-19 financial year, with global growth challenges and a loss of market momentum meaning funds will struggle to make up for sharp losses in the December quarter. According to estimates from leading superannuation research house SuperRatings, balanced option returns were largely […]

Changing Contribution Rates – Potential Impacts

In light of the new KiwiSaver contribution rate changes, which came into effect on 1 April 2019, SuperRatings utilised their Net Benefit model to quantify the actual impact on a member’s KiwiSaver balance. The Taxation (Annual Rates for 2018-19, Modernising Tax Administration, and Remedial Matters) Bill introduced contribution rates of 6% and 10%, in addition […]

The cost of ‘sustainable’ super may not match performance

Super members searching for a ‘sustainable’ investment fund are exposed to the same challenges as those in more traditional funds with the sector delivering a wide range of performance outcomes and charging a range of fees, according to new research on the sector by superannuation research house SuperRatings. The SuperRatings research reveals that the median […]

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