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303 search results for: Our Ratings

262

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 […]

263

Budget’s fate will be determined by the economy

Last night Treasurer Frydenberg handed down his first budget a month before the regular budget season. With the possibility of a May election, this budget is as much a political statement as an economic one, with tax measures to please key voter groups, a further boost to infrastructure spending, and the much-vaunted return to surplus. […]

264

Changing Contribution Rates – Potential Impacts

In light of the new KiwiSaver contribution rate changes, which came into effect on 1 April 2019, SuperRatings utilised their Net Benefit model to quantify the actual impact on a member’s KiwiSaver balance. The Taxation (Annual Rates for 2018-19, Modernising Tax Administration, and Remedial Matters) Bill introduced contribution rates of 6% and 10%, in addition […]

265

Which fund managers are most exposed to Brexit?

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 […]

266

The cost of ‘sustainable’ super may not match performance

Super members searching for a ‘sustainable’ investment fund are exposed to the same challenges as those in more traditional funds with the sector delivering a wide range of performance outcomes and charging a range of fees, according to new research on the sector by superannuation research house SuperRatings. The SuperRatings research reveals that the median […]

267

The rise of right-wing populism and the impact on global markets

Last year marked the ten-year anniversary since the Global Financial Crisis (GFC), and while the global economy and our financial institutions have recovered, the same cannot be said for our democratic institutions. In a post-GFC world, liberal democracies have encountered a popular revolt from disenchanted voters expressing their resentment towards the economic systems and cultures […]

268

Super funds report first gains in 5 months

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 […]

269

Superannuation in a post Royal Commission World

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry is mandatory reading for all super funds and their Trustees. It provides clear guidelines about the sale of financial advice and the purpose of MySuper products, as well as the simplification of insurance and more stringent benchmarking of service providers. This will […]

270

Volatility the new normal as super returns take a hit

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 […]

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