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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 […]
The date for Britain’s departure from the European Union is still very much TBC. Prime Minister May went to Brussels to ask for an extension beyond the 29 March deadline, and assuming a deal is finally agreed to by the House of Commons, Britain will have until 22 May to complete the withdrawal. If a […]
Nominees for the Lonsec Money Management Fund Manager of the Year have been announced, with the winners to be announced at the 2019 Fund Manager of the Year Awards on 16 May. Congratulations to all who have received a nomination! A full list of nominees is available below: Australian Large Cap Equities Platypus Australian Equities Fund […]
Super members have escaped a fifth straight month of negative returns as market volatility turned in their favour over January, helping to claw back losses suffered in late 2018. The latest data from superannuation research house SuperRatings reveals major fund categories all enjoyed strong growth in the first month of the year. The median return […]
Labor’s proposed changes to franking credits will result in a meaningful reduction in income for zero or low tax rate retirees invested in equity funds, according to analysis by leading research house Lonsec. The research shows that the changes would have the biggest impact on dividend focused funds and Listed Investment Companies (LICs), which generally […]
Super members suffered sharp declines in December 2018, pushing many into negative territory for the year, with the likelihood of further losses over coming months as market volatility and political risk continue to challenge the outlook. The latest data from superannuation research house SuperRatings, reveals major fund categories all suffered declines in December 2018, contributing […]
With 2019 upon us, SuperRatings shares some tips that will help get your superannuation off to a flying start in the new year. Here are the six questions we think every member should ask themselves if they want to get the most value out of their retirement savings. If you’re looking for a new year’s […]
This year has been challenging for fixed income investors across all sectors, but the extraordinary developments in emerging market currencies and yields spelled significant pain for Lonsec’s fixed income fund managers. Volatility had long been anticipated by investors but it finally reared its head in 2018 with February’s selloff, followed by a similar bout of […]
Is it time for retirees to batten down the hatches? And mitigate losses happening at the worst possible time. Australian Investors have witnessed a 10-year bull run in Equities, and a near 30-year bull run in bonds and house values. But just as the middle Baby Boomers retire at the peak of their wealth, headwinds […]
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 […]
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