morningstar
Superannuation
In a new review of the country’s largest fund, a research house says it’s well placed to deliver attractive returns despite challenges....
Superannuation
Super funds’ exposure to illiquid assets will need to be closely monitored as mega funds continue to grow larger, an analyst has said....
Funds management
Industry funds remain at the forefront of the unlisted asset class, with their strong investment appetite for unlisted infrastructure, property, and private credit showin...
Superannuation
A professional has warned that the growing influence of superannuation funds on Australia’s economy could present increasing risks, after the RBA outlined a similar senti...
Funds management
Morningstar’s latest report has shed light on super funds’ appetite for external managers amid a growing internalisation trend....
News
Australia is rapidly approaching a new era in its superannuation landscape, with five funds now classified as “megafunds”, according to a new report....
People and Products
In the role, his responsibilities will include leading Morningstar’s strategy to provide superannuation fund ratings for the first time....
Superannuation
The research house is set to offer research ratings of superannuation funds for the first time amid growing demand from financial advisers....
People and Products
The $125 billion fund has welcomed a senior Morningstar executive for a new policy and advice role....
Superannuation
Morningstar believes Australian Retirement Trust’s ambition to grow to $500 billion is “not unrealistic” and praises CIO Ian Patrick for his investment team leadership....
Superannuation
ASFA is calling on the Government to close the retirement savings gender gap by using tax revenue from the proposed $3m super cap....
Women's Wealth
The significant difference in women’s average superannuation account balances, compared to their male counterparts, continues to concern industry professionals. ...
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 ...