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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% […]
Cracking the advice gap
When industry funds first came on the scene in the 1990s, the member contribution rate was three percent of wages and there was one investment strategy that applied for all members. The last thing trustees were thinking about was the need to cater to the increasingly complex advice needs of their members before and after […]
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 […]
Five Years On: Lessons of Low-Volatility Investing for Retirement
As it continues to grapple with the challenges facing retirees, the Australian retirement industry in some ways resembles a research institution―continually coming up with ideas for solutions to those challenges, testing them, then implementing them and reviewing the results. For those involved in such an enterprise, it’s always interesting to see how well (or badly) […]
Lonsec helps advisers tackle conflicted advice
Leading research house and managed account provider Lonsec will work with financial advisers seeking to transition from conflicted advice models and introduce a greater degree of independence in their investment decisions. Lonsec is offering to acquire in-house managed portfolios from advice licensees to enable them to take advantage of best practice governance principles and Lonsec’s […]
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 […]
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