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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, […]
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 […]
Fixed Income is added to a broad portfolio of assets for several reasons. They include: Return: Frequent income from the cash flows of the coupon or interest payments to stabilise the risk and return of your client’s portfolio. Defensive: Capital Preservation. The relatively steady return of capital of fixed-income products (unless there is a credit […]
When it comes to choosing a good financial adviser, it is important to find someone that you trust, shares your investment ethos and who has experience investing for someone at your stage in life. Whether you are nearing retirement or just starting your investing journey, asking these five questions will help you find the right […]
Super fund performance continued to recover over the second half of 2021, with results for the 2021 calendar year indicating member accounts are likely to receive a windfall of over $400 billion. 2021 was another big year for super, with the median Balanced option seeing a return of 13.4% return for calendar year 2021 and […]
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 […]
Inflation continues to be on everyone’s lips. The debate as to whether inflation is transitory or structural in nature is gaining momentum as the US recorded an annual rate of inflation of 6.2%, the highest rate in three decades. What is interesting is that we are observing a growing divergence between what is driving inflation […]
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 […]
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