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The past decade has seen managed accounts transform from a technologically viable but largely unexplored solution to one that is now fully embedded in financial advice models. A key benefit of managed accounts is the efficiency they bring to financial advice practices. A large component of this efficiency relates to the fact that once a […]
The SuperRatings and Lonsec Day of Confrontation 2018 may be over, but the conversation hasn’t finished. Once again, the event has sparked discussion on a range of critical issues, from the government’s view on the ‘Best in Show’ proposal to the future of financial advice and the vexed issue of licensing. Below is a selection […]
For some time, we have flagged that volatility in markets has been subdued, underpinned by a wave of liquidity being pumped into global economies by central banks in the form of Quantitative Easing (QE). We have seen bond yields trade at historic lows and the subsequent low interest rate environment has led to increasing debt […]
Voluntary superannuation contributions have eased slightly after approaching record highs as super members appeared to take a breather after riding the bull market of recent years. The latest data from superannuation research house SuperRatings reveals the average voluntary contribution over the course of the 2017 financial year was $1,054. This was a 10 percent decline […]
Australia’s superannuation funds have faced their first test of the financial year, with a major market selloff in October likely to put a dent in account balances. According to preliminary estimates from SuperRatings, over the period 28 September to 11 October, a typical balanced option account with a $100,000 balance will have lost $2,700. For […]
Don’t miss the premier awards night for superannuation and wealth management industries The 16th Annual SuperRatings & Lonsec Fund of the Year Awards Dinner is a must-attend black tie, gala event for the superannuation and funds management industries – and the prestigious conclusion to the SuperRatings & Lonsec Day of Confrontation. Join over 400 colleagues for an exclusive […]
Emerging market returns have been a cause for concern over recent weeks but by taking a broader perspective, investors may be able to take advantage of the volatility that is inherent in this sector. Recent analysis by research house Lonsec reveals that while emerging markets experience strong bouts of volatility they have also produced significant […]
Ten years since the collapse of US investment bank Lehman Brothers, Australia’s superannuation funds have accumulated over $1 trillion in retirement savings, providing a windfall for members prepared to take a long-term view. According to data from leading superannuation research house SuperRatings, members with a balance of $100,000 at the end of August 2008, just […]
Following an extensive market search, Lonsec is pleased to announce the appointment of Libby Newman to the role of Executive Director of Lonsec Research. Ms Newman has more than 25 years of experience in investment management and funds research, including most recently as Lonsec’s Head of Manager Research in Melbourne. Since joining Lonsec in 2007, […]
Australia’s superannuation funds are participating in the global share market rally, with big gains from US and European markets showing up in members’ accounts and providing a promising start to the 2018-19 financial year. According to SuperRatings’ data, the median balanced option grew at an estimated 1.1% in July, while the median growth option delivered […]
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