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Regulator warns underperforming funds on member comms

The Your Future Your Super (YFYS) regulations have been both derided and welcomed by the industry. Bringing oversight to a multi-trillion dollar sector was important, but the regulations are far from perfect, with many suggesting they effectively direct industry funds toward an indexed approach, or alternatively, don’t appreciate the nuances of investing for the very…

Drew Meredith | 27th Jun 2022 | More
Hit to retirement savings expected in 2021-22

As share markets fall, superannuation research houses are predicting a negative financial year for both balanced and growth superannuation funds. But over time, growth and balanced funds have delivered a strong run of returns, according to the researchers. Chant West has forecast that superannuation growth funds will deliver a median loss of 0.5 per cent…

Nicki Bourlioufas | 20th Jun 2022 | More
  • Stability, simplification, abolition of Safe Harbour, FDS proposed

    “We are at a critical crossroad, with an aging population, and the “Great Australian Wealth Transfer” at our doorstep” explained Lifespan Financial Planning CEO Eugene Ardino in an open letter to Scott Morrison and Anthony Albanese on the eve of the Federal Election. Ardino was compelled to speak out on behalf of the financial advice…

    Drew Meredith | 5th May 2022 | More
    Superannuation returns hit by volatility

    A bounce in share markets in March supported superannuation fund performance in the first quarter of 2022. However, with inflation concerns mounting, global share markets remain volatile, including the hard-hit US share market, which is likely to dent superannuation returns for the current financial year.  Superannuation research house SuperRatings found the median balanced option rose…

    Nicki Bourlioufas | 2nd May 2022 | More
  • Will the Your Future Your Super test be applied to SMSFs?

    In 2021 the “Your Future Your Super” (YFYS) performance test was introduced to gauge whether default super funds, which collected billions in guaranteed contributions, were up-to-scratch in terms of their investment performance. Speaking at the SMSF Association’s National Conference 2022, Philip La Greca, executive manager of SMSF Technical & Strategic Solutions at Super Concepts, who…

    Ishan Dan | 28th Apr 2022 | More
    Super investments can make a big difference to climate

    Superannuation investments can have a big impact on the climate, and superannuation funds are increasingly offering investors more climate-friendly investment options, which according to recent research can be more effective in combating climate change than changing our daily behaviours. The momentum for more environmentally friendly investments is rising. While the Association of Superannuation Funds of…

    Nicki Bourlioufas | 11th Apr 2022 | More
    Minimum pension reductions extended until 2022

    Prime Minister Scott Morrison took the opportunity at this week’s Liberal Party meeting to confirm that the minimum pension drawdown standards would be reduced for another financial year. The so-called COVID-19 measures were set to apply for the 2019-20 and 2020-21 financial years in light of the financial losses experienced by investors during the pandemic….

    Drew Meredith | 3rd Jun 2021 | More
    Solving The Retirement Riddle

    James Dunn from The Inside Network talks INDepth with Michael Block – CIO of Australian Catholic Super. Further viewing :

    Chris Tucker | 27th Aug 2020 | More
    Queenslanders drain retirement savings

    Despite coming through the COVID-19 lockdowns seemingly unscathed, it seems that Queenslanders have been dipping the hardest into their superannuation under the early release clauses.

    Drew Meredith | 4th Aug 2020 | More