Death bed benefit withdrawals

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What are they? Death bed benefit withdrawals is a poignant description of the situation where a member of a superannuation fund makes a request to withdrawal their superannuation benefit as... Read more continue reading

Super funds stabilise returns in May 

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Markets saw an improvement over May following April losses as equities stabilised. While not enough to fully regain the -1.6% fall in April, leading superannuation research house SuperRatings estimates that... Read more continue reading

Investment Trends report highlights key drivers of member engagement and service needs

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Leading research firm Investment Trends releases the 16th edition of its 2024 Super Member Engagement Report. Providing an in-depth look at member attitudes, satisfaction and advocacy, including how they would... Read more continue reading

Superannuation might not be as tax effective after you die, Equity Trustees warns

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Superannuation is widely known as the most tax effective way to build wealth, but Equity Trustees warns estate planners to investigate the tax status of those receiving an inheritance via... Read more continue reading

Super funds still on track to deliver a healthy FY24 result

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After five straight months of positive returns, super funds experienced a pull-back in April with the median growth fund (61 to 80% in growth assets) down 1.7% over the month.... Read more continue reading

Running out of money, rising cost of living are top retirement concerns: new CSBA research

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The latest CSBA FEAL Superannuation Experience & Engagement Benchmark with fresh attitudinal insights garnered from additional survey questions, has found that Running out of money was the top concern for 18%... Read more continue reading

Many older Australians should be investing differently given low superannuation savings

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An analysis of APRA data reveals that about 60 per cent of MySuper accounts held by pre-retirees, or those aged 60 to 64 years, had low savings balances below $100,000 –... Read more continue reading

CFS research finds attitudes towards retirement continue to shift

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New research from Colonial First State (CFS) has found that attitudes towards retirement continue to shift, with flexibility and choice a key objective for most Australians. Based on a national... Read more continue reading

UniSuper commits over 600 million to Macquarie Renewables Fund

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UniSuper, the $135 billion superannuation fund open to all Australians, today announced it has committed up to USD400m to Macquarie Green Energy and Climate Opportunities Fund (MGECO), investing in the... Read more continue reading

Australian Ethical reaches milestone of $10 billion funds under management, as its growth trajectory continues apace

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Managing Director John McMurdo said yesterday: “Australian Ethical is delighted to have achieved a significant milestone this quarter, with FUM reaching $10 billion. “We’ve seen another quarter of positive flows... Read more continue reading