Super Funds bounce back in March

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A market bounce in March has supported super fund performance, with the global economy maintaining a reasonable degree of momentum. However, inflation concerns continue to mount as consumers face cost... Read more continue reading

Five ways home equity can improve retirement

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Retirees are worried. And while that may be a generalisation, for many older Australians, it’s also reality. Inflation is rising during a period of persistently low interest rates, meaning each... Read more continue reading

Ukraine turmoil takes its toll as funds slip in February

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Increasingly turbulent investment markets took their toll on super fund performance in February, with the median growth fund (61 to 80% in growth assets) slipping 1.1% over the month. Despite... Read more continue reading

Three strategies for using home equity with retired clients

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After two years of living with the threat of COVID, its real and potential impacts on health and finances, in and out of lockdown, older Australian understand more than ever... Read more continue reading

Australian Retirement Trust divests Russian holdings

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“Australian Retirement Trust has instructed its investment managers earlier this week to sell any remaining debt and equity investments and not to make any new investments in either Russia, Ukraine,... Read more continue reading

Super – Caps, tax and contributions

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By the end of the last financial year, Australia’s total superannuation assets had amassed $3.3 trillion, 14.7% higher than the previous year. While the super pool keeps growing, the rules... Read more continue reading

Adviser and investor optimism lifts as pandemic restrictions ease

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Confidence is improving strongly as financial advisers and investors look beyond pandemic restrictions, but ongoing market volatility is likely to present short-term challenges, accordingly to the latest research from Australian... Read more continue reading

Long-term focus needed for super

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Super fund performance was impacted in January following a turbulent month for domestic and global equities, as rising inflation concerns, and looming rate hikes added to investors’ worries. Supply shortages... Read more continue reading

Gen X forgotten in superannuation fund regulations

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Gen X is feeling the pressure, with many people caught in the middle, taking care of both their aging parents and their own kids, while having been completely left out... Read more continue reading

Not-for-profit takes action to help close superannuation gap for working mothers and calls on others to follow suit to enact government policy change

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One of Australia’s longest-running, not-for-profit community services providers, Growing Potential, has taken considered action to help bridge the superannuation gender gap, affording its 145 staff – of which 91 per cent... Read more continue reading