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  • Drew Meredith

‘Incredible’ dispersion in balanced fund returns

2022 has marked just the fifth financial year of negative returns since the Superannuation Guarantee (SG) became compulsory in 1992. This should not be a surprising result, as it fits broadly in line with the typical risk profile definition of a “balanced fund,” which states the expectation of one negative return in every five to…

Drew Meredith | 18th Jul 2022 | More
Federal Government pauses YFYS rollout

News that the rollout of the Your Future Your Super (YFYS) test beyond My Super products would be paused has been met with positive and negative commentary from the investment industry. It is widely accepted that the legislation wasn’t perfect, however, given the fact that most My Super products benefit from a continual flow of…

Drew Meredith | 11th Jul 2022 | More