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Leading superannuation research house SuperRatings has analysed super fund performance in line with the government’s performance test criteria and found that 90% of trustee directed options are estimated to pass the test based on 30 June 2022 data. This is an improvement from the 31 March 2022 data which estimated that 20% of the options […]
RECORDING IS NOW AVAILABLE Lonsec Retire: Understanding a dynamic superannuation landscape The superannuation industry reached a major milestone on the first of July 2022, with the superannuation guarantee system being in place for 30 years. However, it comes at a time of significant market turbulence, with fund performance dipping into the red at the end […]
Lonsec Holdings (Lonsec) is an independent partner to the Wealth Management industry, providing preeminent products and services that are critical to key industry participants to enable them to serve their respective clients efficiently and effectively. Lonsec’s mission is to “help clients make better investment decisions.” To achieve this, Lonsec continues to lead and evolve with […]
Super funds continue to face a challenging economic and investment environment, though we have seen a small recovery so far over the month of July. The median balanced option is estimated to have increased by 0.9% over the first 11 days of July. Leading research house SuperRatings has released the top performing funds within its […]
The superannuation industry reached a major milestone on the first of July, with the superannuation guarantee system being in place for 30 years. However, it comes at a time of significant market turbulence, with fund performance dipping into the red this financial year. This is off the back of the growing challenges of inflation and […]
With a huge array of government initiatives reshaping super in recent years, none was more keenly watched than the inaugural performance test of 80 MySuper products. The regulator found that 13 of the 80 products assessed were deemed to have underperformed the benchmark by more than 50 basis points. Since August when the results were released, […]
With the passing of the government’s Retirement Income Covenant legislation, funds now have a clear framework and timeline to guide their path forwards. As we expect the number of retirement income products in the market to grow, it is crucial for funds to ensure they are appropriately resourcing education, advice and digital capabilities to support […]
With the regulator set to release the results of its assessment of performance for Trustee Directed Products for the period to 30 June 2022, we have estimated the potential outcomes for diversified Choice options using our new Performance Test iQ analysis tool for the 8-year period to 31 March 2022. The results indicate that approximately […]
Leading superannuation research house SuperRatings estimates that the median balanced option fell by -0.9% in May, as funds face into global market headwinds. The Reserve Bank of Australia increased rates for the second month in a row, signalling that it is facing inflation challenges head on, with a 50 basis point rise applied to the […]
Super fund performance continues to experience bumps along the road, with returns falling in April following a small positive return in March. Leading superannuation research house SuperRatings estimates that the median balanced option fell by 1.1% in April. As inflation challenges become evident, the Reserve Bank of Australia increased rates for the first time since […]
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