Super Funds face challenging market in September

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Leading superannuation research house SuperRatings estimates that the median balanced option fell by -3.1% in September, as concerns around global volatility increased. While a smaller 25-basis point rise in the... Read more continue reading

Fixed income ETFs back in favour as investors defend against recession threats  

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Domestic bond ETFs experienced the strongest flows of any asset class in Q3 2022 as investors sought to manage market risks amidst global volatility, according to data recently released by... Read more continue reading

Portfolio return objectives challenged by inflation

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Markets appear to have trust in central banks’ ability to ‘get the job done’ but there are risks to this view, according to Damien Hennessy, head of asset allocation with... Read more continue reading

Report reveals around four in ten Australian banks aren’t measuring ESG impact effectively, raises concerns of greenwashing

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New research has revealed 43 per-cent of Australian banks aren’t measuring their ESG impact as part of sustainability targets, raising concerns of greenwashing. When broken down into the ESG verticals,... Read more continue reading

Superannuation and testamentary trusts

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You may be aware that toward the end of 2021, in a private ruling[1], the ATO confirmed the tax payable in respect of a gift of superannuation to a member’s... Read more continue reading

Time to take a fresh look at unlisted asset risk

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Evergreen Consultants has called on the investment management industry to move away from a narrow focus on standard measures of risk and adopt new approaches to give superannuation fund members... Read more continue reading

Low retirement confidence, decline in satisfaction among Super fund members

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The customer experience of Super fund members declined in all key measures, and retirement empowerment weakened, the latest results of the CSBA FEAL Superannuation CX Benchmarking report has found. The... Read more continue reading

Warehouse investing in focus

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Shares in the “Big 4” banks have been important investments for Australians both pre and post retirement for a long time. Table 1 shows the extent to which self-managed super... Read more continue reading

How China is forging its own path to recovery

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It was little surprise that second-quarter earnings weakened in China after lockdowns impacted economic activity during April and May. The country’s investment outlook has struggled since 2021, reflecting several headwinds... Read more continue reading

The value in securing critical mineral supplies

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ESG forms an integral part of our process when looking at resource companies within our investment universe. Our in-depth analysis extends to ESG issues facing the global sector which can... Read more continue reading