New APRA data confirm industry funds’ unlisted preference

New APRA data confirm industry funds’ unlisted preference

New, more detailed APRA data has confirmed the degree to which industry funds have allocated towards unlisted investments.
APRA warns smaller super funds on unlisted asset valuations

APRA warns smaller super funds on unlisted asset valuations

APRA has sent a letter to superannuation fund trustees pointing to continuing shortcomings with respect to revaluing unlisted assets.
Mortgage, rent fears still plaguing retirees: Vanguard report

Mortgage, rent fears still plaguing retirees: Vanguard report

Retirees have not been spared the challenges of mortgages and renting according to a new report, with cost of living concerns felt across generations.
Chantwest

Super returns set to end FY24 up 9%

Mike Taylor 21 June 2024 No Comments

Superannuation fund returns look set to end the current financial year up around 9% according to the latest analysis from Chant West.

Retirement calculator

Inflation crushing Generation X’s “retirement dreams”: Natixis IM

Yasmine Raso 20 June 2024 No Comments

New research from Natixis IM has revealed the retirement fears now plaguing Generation X are primarily driven by inflation and debt.

Male figure steps into gap

Catch-up contributions: Are they for you?

Mike Taylor 18 June 2024 No Comments

Townsends Law special counsel, Superannuation, Michael Hallinan explains the rules around catch-up super contributions.

Figures avoid potholes

Client solution urged for when super funds fail

Mike Taylor 13 June 2024 5 Comments

Recently released superannuation performance test submissions have warned of the need to rescue advice clients when super funds fail.

Count acquisition 4Front MD Yates & Associates

State Street wins key Brighter Super mandate

Staff Writer 12 June 2024 No Comments

State Street has picked up the key custody and administration mandate for Queensland’s Brighter Super fund.

Tablet and graphs

Super returns positive for EOFY

Mike Taylor 12 June 2024 No Comments

Despite continuing uncertainty superannuation fund returns are solidly on track to finish the financial year at around 8%.

Eyes watching male figure

APRA confirms performance test status of SMAs

Mike Taylor 11 June 2024 No Comments

APRA has spelled out precisely how SMAs will be treated in the context of trustee directed super products and the performance test.


INDUSTRY NEWS

Member Satisfaction and The Value of People

Amelia King 5 June 2024

Industry News

No Comments

We’ve suggested before that member experience should be the next metric for measuring superannuation fund (super fund) performance, and recent data…

Looking for reliable income? Consider a multi-sector approach.

Financial Newswire Contributor 1 June 2024

Industry News

No Comments

Although fixed income markets enjoyed a strong rally over 2023, bond yields
remain at attractive levels, particularly across the key income generating

Will your clients’ retirement income last their lifetime?

Financial Newswire Contributor 29 May 2024

Industry News

No Comments

Zenith Investment Partners in conjunction with Andrew Lowe, Head of Technical Services, Challenger discusses in this video how guaranteed lifetime…

Introducing Auxilium, your tailored solution for empowering your client support with confidence.

Financial Newswire Contributor 6 May 2024

Industry News

No Comments

Our proprietary platform technology, developed in-house, is the cornerstone of Auxilium’s capabilities, supported by Fiducian’s extensive 25-years


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Figures avoid potholes

Client solution urged for when super funds fail

Mike Taylor | 13 June 2024Recently released superannuation performance test submissions have warned of the need to rescue advice clients when super funds fail.
Count acquisition 4Front MD Yates & Associates

State Street wins key Brighter Super mandate

Staff Writer | 12 June 2024State Street has picked up the key custody and administration mandate for Queensland's Brighter Super fund.
Tablet and graphs

Super returns positive for EOFY

Mike Taylor | 12 June 2024Despite continuing uncertainty superannuation fund returns are solidly on track to finish the financial year at around 8%.
Eyes watching male figure

APRA confirms performance test status of SMAs

Mike Taylor | 11 June 2024APRA has spelled out precisely how SMAs will be treated in the context of trustee directed super products and the performance test.
Complicated simple switch

APRA clarifies rules on super fund ‘promoters’

Mike Taylor | 7 June 2024The Australian Prudential Regulation Authority has narrowed the definition of entities which are superannuation fund 'promoters'.
Data warehouse Northern Trust NZ Super Trust

NZ Super expands data deal with Northern Trust

Patrick Buncsi | 7 June 2024Northern Trust (NT) has confirmed it has extended and expanded its existing data services contract with NZ Super Fund.
DDH Graham Outsourcing contract

EQT outsources SAF admin to Super Concepts

Mike Taylor | 6 June 2024Only a year after exiting ownership by AMP Limited, SMSF business, Super Concepts has grown its administration footprint via EQT.
Alissa Knight HESTA

HESTA unveils new strategic planning head

Patrick Buncsi | 6 June 2024Alissa Knight will rejoin HESTA in a newly created senior role supporting the super fund’s strategic planning initiatives.