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NEWS AND RESEARCH
Local super funds want to play a role in decarbonising the UK economy and investing in the industries that will drive future growth, jobs, and…
Investors reversed mid-month weakness in risk-taking following a series of supportive policy announcements in September.
Fund managers remain hopeful for a Chinese revival story despite the “disappointing” stimulus package announced this week.
In this latest edition, Darren Spencer, lead investment director at Mercer, shares the fund’s process in assessing opportunities in a shifting…
Despite the recent surge in cryptocurrency, a superannuation professional says that its high volatility and speculative nature render it unsuitable…
The Australian Financial Complaints Authority (AFCA) has launched consultation on its approach to superannuation death benefits.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI First Close USD
66.48 3 y p.a(%)
2
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.89 3 y p.a(%)
3
Fidante Credit Suisse Global Private Equity
29.80 3 y p.a(%)
4
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
27.33 3 y p.a(%)
5
CFS Acadian Wholesale Global Equity Long Short A
26.35 3 y p.a(%)
SUPERANNUATION
Local super funds want to play a role in decarbonising the UK economy and investing in the industries that will drive future growth, jobs, and innovation....
The Australian Financial Complaints Authority (AFCA) has launched consultation on its approach to superannuation death benefits....
The Australian government should phase out tax breaks from superannuation and capital gains, according to the latest report from the International Monetary Fund....
Strong returns in a historically subdued September have helped deliver the strongest first quarter result since 2013....
Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider....
PEOPLE & PRODUCTS
The $94 billion fund has appointed a property investment veteran to a senior role within the team....
The country’s largest fund is bolstering its team in a region of “great strategic importance”. ...
The fund has confirmed the departure of its chief investment officer Andrew Lill after a five-year tenure....
The super fund has appointed a new general manager to enhance its compliance framework and practices....
The fund has announced a new director to succeed Sally Evans, who departed the fund earlier this year. ...
FUNDS MANAGEMENT
Fund managers remain hopeful for a Chinese revival story despite the “disappointing” stimulus package announced this week....
In this latest edition, Darren Spencer, lead investment director at Mercer, shares the fund’s process in assessing opportunities in a shifting investment landscape....
Despite the recent surge in cryptocurrency, a superannuation professional says that its high volatility and speculative nature render it unsuitable for superannuation por...
Super funds have significantly increased their ownership of Australian banks in recent years, a trend analysts attribute to the sector’s robust growth rather than a shift...
Industry funds remain at the forefront of the unlisted asset class, with their strong investment appetite for unlisted infrastructure, property, and private credit showin...
FINANCIAL ADVICE
The fund has launched a new tool to help deliver personalised financial education and digital personal advice to eligible members....
The industry body has recommended an approach that recognises unique advice needs, noting current super regulation and legislation is “overwhelmingly designed with simple...
The first Delivering Better Financial Outcomes bill passed the Senate on Thursday afternoon before sailing through the House of Representatives a few hours later as a mat...
The SMC has come under fire over the past week following a statement in which its CEO referred to advisers as “dodgy”....
Super funds are ramping up their financial advice offerings, with ART confirming it is already on the path to implementing a new single intra-fund advice program....
INSTITUTIONAL INVESTMENT
Investors reversed mid-month weakness in risk-taking following a series of supportive policy announcements in September....
The sovereign wealth fund has shed light on its voting activity in financial year 2024, which saw it take a stand against Woodside’s climate plan and numerous ASX 200 rem...
Investor risk appetite saw a modest pickup at the end of August after investors took a cautious stance at the beginning of the month, a global firm has found....
Stafford Capital has secured a $220 million mandate, its second co-investment with a super fund in recent weeks....
The $83 billion industry super fund is continuing its strategic partnership with a boutique investment firm. ...
INSURANCE
The insurance company has joined this year’s awards as a principal partner....
The $135 billion fund has transitioned away from TAL Life Insurance following an “extensive tender process”....
The $80 billion fund is facing legal action over allegedly signing up new members to income protection insurance by default without active member consent....
In a Senate submission, the Financial Services Council has once again called for further clarification that the government will assess the consumer outcomes of group insu...
The Federal Court has ruled in favour of QSuper regarding non-payment of a total and permanent disablement benefit to a member....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...