Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Drew Meredith

  • Ishan Dan

  • Lisa Uhlman

  • Nicki Bourlioufas

  • Tahn Sharpe

Hobbled by hubris, industry funds in danger of failing their members

The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the failures are starting to mount.

Tahn Sharpe | 9th Nov 2023 | More
More spending guidance during ‘Glory Years’ required: Wattle Partners

Retirement’s approach requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.

Lisa Uhlman | 2nd Nov 2023 | More
  • Regulators skewer super funds for slow progress on retirement income covenant

    A joint review conducted by ASIC and APRA was scathing of funds’ collective attempts to meet their new legal obligation to help fund members plan for retirement, and urged them to “address, with urgency, the gaps in their approach”.

    Tahn Sharpe | 20th Jul 2023 | More
    Super fees climb with age, but devil is in the detail

    There are a range of factors that will determine the fees a member will pay. The difference could have a dramatic effect on the final balance of a retiree’s nest egg.

    Nicki Bourlioufas | 19th Sep 2022 | More
  • SOAs do little to address information asymmetry

    While the focus of the advice industry groups has very much been around making the day to day lives of those in the industry easier, the likes of the AFCA, Vanguard and several law firms have offered insight into the impact on the consumer.

    Drew Meredith | 25th Jul 2022 | More
    ‘Incredible’ dispersion in balanced fund returns

    2022 has marked just the fifth financial year of negative returns since the SG became compulsory in 1992. This should not be a surprising result.

    Drew Meredith | 18th Jul 2022 | More
    Balanced super fund returns in the red

    The term “hold on for dear life” came to explain the events of 2020 and 2021, as did “buy the dip.” For those beginning investing for the first time their experience couldn’t have been more positive.

    Drew Meredith | 14th Jul 2022 | More
    Regulator warns underperforming funds on member comms

    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 long-term.

    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.

    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.

    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. 

    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