Kirby Rappell (Executive Director, SuperRatings) reveals insights into the superannuation landscape, based on SuperRatings’ latest benchmark report. It incorporates comments on the current market conditions, as well as the initiative to permit the early release of superannuation and the fund merger environment. A consistent theme of this year’s report is the state of flux being observed, coupled with pressures from regulatory and compliance initiatives, as well as COVID-19 impacts. Thoughts around the future outlook and key areas of focus for providers as they navigate the current environment are also provided.

 


Any advice that SuperRatings provides is of a general nature and does not take into account an individual’s financial situation, objectives or needs. Because the information that SuperRatings receives about superannuation and pension financial products is from a number of sources, it is not guaranteed to be completely accurate. Because of this, individuals should, before acting on the information, consider its appropriateness having regard to their own financial objectives, situation and needs and if appropriate, obtain personal financial advice on the matter from a financial adviser. Before making a decision regarding any financial product, individuals should obtain and consider a copy of the relevant Product Disclosure Statement from the financial product issuer. © 2020 SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880


Lonsec’s experts look at four key themes we believe every financial adviser needs to understand to help their clients weather the storm and be in the best position possible to take advantage of future market conditions.

Bonds

Lukasz de Pourbaix, Executive Director & Chief Investment Officer

Providing insight into current market dynamics and performance-driven by historically high levels of volatility and tight liquidity conditions

Equities

Danial Moradi, Portfolio Manager Listed-Products

An overall update on the banking sector, focusing on the future of dividends in the current environment and a look into what the future may hold.

Performance of portfolios

David Wilson, Senior Investment Consultant

A summary of the overall performance of Lonsec’s managed accounts, including a deeper dive into the underlying strategies used and drivers of returns at the security selection level.

Dynamic Asset Allocation

Brook Sweeney, Senior Investment Consultant

Insight into Lonsec’s dynamic asset allocation process and the valuation, cycle, policy, and momentum factors that drive decision making.

 


This information is provided by Lonsec Investment Solutions as a corporate authorised representative of Lonsec Research Pty Ltd who holds an AFSL number 421445. This is general advice, which doesn’t consider your personal circumstances. Consider these and always read the product disclosure statement or seek professional advice prior to making any decision about a financial product. You can access a copy of our financial services guide at lonsec.com.au

This video is provided by Lonsec Investment Solutions Pty Ltd ACN 608 837 583, a Corporate Authorised Representative (CAR 1236821) (LIS) of Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). LIS creates the model portfolios it distributes using the investment research provided by Lonsec Research but LIS has not had any involvement in the investment research process for Lonsec Research. LIS and Lonsec Research are owned by Lonsec Holdings Pty Ltd ACN 151 235 406. Past performance is not a reliable indicator of future performance. This is general advice, which doesn’t consider your personal circumstances. Consider these and always read the product disclosure statement or seek professional advice prior to making any decision about a financial product. While care has been taken to prepare the content of this video, LIS makes no representation or warranty to the accuracy or completeness of the information presented, which is drawn from public information not verified by LIS. The information contained in this video is current as at the date of publication. Copyright © 2020 Lonsec Investment Solutions Pty Ltd ACN 608 837 583

Our goal is simple: we want to understand everything we can about super and how we can help end investors get the most value out of their investment.

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.